Loading
Service Process Studio
Group the Data Attributes into Sections

You are here:

  1. Salesforce Help
  2. Docs
  3. Service Process Studio

Group the Data Attributes into Sections

When there’s a large set of data attributes to define for a service process, you can create sections and group the related data attributes within these sections. You can also reorder sections and move the data attributes from one section to another.

Required Editions

Available in: Lightning Experience
Available in: all editions with the Industry Service Excellence licenses
User Permissions Needed
To set up and use Service Process Studio:

Industry Service Excellence permission set

AND

Other required object permissions
  1. From Setup, in the Quick Find box, enter Service Process Studio, and then select Service Process Studio.
  2. Edit an existing service process definition or create a service process definition.
  3. From the navigation pane of the Service Process Definition, select Data Attributes.
  4. To create a section, click New Section.
  5. To edit the section title, click the edit icon next to the section title.
  6. To reorder the sections, click Reorder Sections.
  7. In Reorder Sections window, move the sections as needed and click Reorder.
  8. To move a data attribute from one section to another, from the action menu of the data attribute, select Move.
  9. In Move Attribute window, select the target section to which you need the data attribute to be moved and click Move.
 
Cargando
Salesforce Help | Article