To configure this feature:

1. Ensure Configuring Accounts is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   profiling_attribute__v	CRE	All applicable object types	color__v detail_group__v field__v object__v product__v sequence__v type__v	Edit
   profiling_template__v	CRED	All applicable object types	All fields	Edit
   profiling_sheet__v	R	All applicable object types	All fields	Edit

6. Grant View permission to the columns_section__v section control on the profiling_template__v object.
7. Navigate to Admin > Configuration > Objects > profiling_template__v.
8. Add the columns_section__v section control to the appropriate layout on the profiling_template__v object.
9. Add the profiling_sheets__v related object control as a section on the profiling_template__v layout.
10. Select the Prevent record creation option on the profiling_sheets__v related object control.
11. Select Edit Default Columns in the Profiling Sheet section of the layout to specify which columns should display. Business admins can view this information to track the status of a profiling sheet.
12. Add the Account Types field control to the appropriate layout on the profiling_template__v object.

Business admins on the Browser platform can design templates for Account Profiling sheets. The business admin can define the columns that display, specify whether the fields are editable or read-only, and select colors for different types of information. They can also save time by copying an existing Account Profiling template.

Creating Account Profiling Templates

To create an Account Profiling template:

1. Navigate to Business Admin > Objects > profiling_template__v.
2. Select Create. A template record is created in the Draft lifecycle state.
3. Enter a Template Name.
4. Select a Due Date.
5. Enter any of the following optional information:
   • Country - The country to which the profiling information is visible
   • User Type - The User Type to which the profiling information is visible
   • Product - Only users with access to this product in My Setup will have access to this profiling template
   • Description - A short description of the profiling template
   • Instructions - Rich text that displays as instructions for end users
6. Select one or more account types from the Account Types picklist.
7. Select the columns to include in the Account Profile sheet.

   The Account Name is visible by default, and cannot be removed or edited.

   

   For each column, select the following:

   • Object
   • Field
   • Type (Read-Only or Editable)
   • Section Color

   To re-order columns, drag and drop them in the desired order.

   Fields can be selected from the following objects:

   • account__v
   • address__v
   • tsf__v
   • product_metric__v
   • dynamic_attribute__v

   The following fields are not supported:

   • All Vault platform system fields (ending with _sys)
   • Vault CRM system fields
   • created_by__v
   • created_date__v
   • modified_by__v
   • modified_date__v
   • legacy_crm_id__v
   • The following field types:
   • Picklist where Allow user to select multiple values = TRUE
   • Object
   • Long Text
   • Rich Text
   • Attachment
   • All DCR-enabled fields
8. Select Save.

Account Profiling templates have the following lifecycle states:

• Draft - Default state for new templates. If an In Progress template is recalled, it reverts to Draft status.
• In Progress - Selecting the Publish action moves a template from Draft to an In Progress state, making the template available to end users
• Closed - Selecting the Close action moves a template from an In Progress to a Closed state. Closed templates are not available for end users.

Copying Account Profiling Templates

Business admins can save time by copying and modifying an existing template. To do so, select a template and then select Copy Record from the All Actions menu.

Publishing Account Profiling Templates

End users can only access profiling sheets for Published templates.

To publish a template:

1. Navigate to Business Admin > Objects > profiling_template__v.
2. Select the Actions button next to an Account Profiling template record.
3. Select Publish.

Viewing the Status of Account Profiling Sheets

Business admins can view the Profiling Sheet section of the Profiling Template record to track each user's progress toward completion. The Number of Changes column shows how many changes were made by the user. The Profiling Sheet Status column shows the current status of the profiling sheet.

The Profiling Sheet status information is for tracking purposes only. Business admins should not edit profiling sheet data using the related list.