Enable the population of custom link fields in quote member records via CSV file upload by adding the field to the relevant field set.
Required Editions
This feature is part of the Communications Cloud managed package.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To configure Location and Subscriber tables: | Communications Cloud Admin |
Make sure that the custom URL field is created. See Create a Custom URL Field for Quote Member (Managed Package).
This configuration is specific to enabling CSV uploads for the link field.
For CSV uploads to correctly populate your custom link field, an administrator must first add the field to the appropriate field set on the Quote Member object.
- From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
- Click Quote Member, and then click Field Sets.
- Click Edit next to the field set used for uploads (for example, Member Upload Location).
- Drag your custom URL field from the palette into the In the Field Set section.
- Save your changes.