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BSS Custom Settings Classification & Definition

BSS Custom Settings Classification & Definition

Owned by Przemysław Surma (Unlicensed)
Last updated: Feb 28, 2022 by Dominika Zawiślak

Available in: Enxoo BSS

Settings Classification

Custom Settings are grouped into categories that are associated with a specific area (e.g. Opportunity, Bid Management, Workflow, Cart).

Such classification helps Administrators to understand what kind of configuration is available in the application for a given process step.

Settings Definition

Apart from the category, each setting is defined by:

  • Label

    • the setting name which is displayed on the Settings page

  • Name

    • the technical name of the setting

  • Description

    • explains the setting's purpose

  • Type

    • Determines how settings are presented on the Settings page

    1. Boolean

    2. String

    3. List String

    4. List Object

  • Context

    1. Internal

      • settings configuration defined for internal Salesforce users

    2. Customer

      • settings configuration defined for Customer Community users

    3. Partner

      • settings configuration defined for Partner Community users

    4. Global

      • settings configuration defined for all users within the environment

Global settings are easy to recognize as the Globe icon is displayed next to the setting name. If you want to list all Global Setting, use the General category.

Different Types of Settings

  • Boolean Setting Type

Boolean Settings are presented on UI as LightningElement lightning-input type="toggle". An example of such a setting type is Pricing Engine → Use Account Pricebooks. With no value or with the false value set it looks like presented below:

With the true value set, the UI is as presented:

  • String Setting Type

String Setting are presented on UI as LightningElement lightning-input type="text". An example of such a setting type is Pricing Engine → Cost+ Pricing Target Margin

For some settings, there is either a null value presented as grey setting name:

or it has a default value that will be replaced whenever a user leaves it blank:

 

  • List String Setting Type

List String Setting is presented on UI as the Picklist type defined as Lightning Element lightning-combobox. An example of such a setting type is Location → Map Provider

  • List Object Setting Type

List Object Setting Type can be understood as a combination of other setting types aggregated and presented as columns within one setting. There can be up to 6 columns defined.

An example of such a setting type is Pricebook Management → Pricebook Management Tool Pricebook Entry Columns with three Setting Columns:

  • Display for Master Pricebook with List String Setting Type

  • Pricebook Entry Field with Boolean Type

  • Display as Multiplier with Boolean Type

With one empty row:

With some rows created:

SEE ALSO