Create and Edit Field Sets
Salesforce has a drag-and-drop WYSIWYG tool for creating and editing field sets The enhanced field sets editor is enabled by default, and provides all of the functionality of the original editor, as well as additional functionality and an easier-to-use WYSIWYG interface.
Required Editions
| Available in: Salesforce Classic |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete field sets: | Customize Application or be a delegated administrator |
- From the management settings for the appropriate object, go to Field Sets, and then click New.
- Enter a Field Set Label. This label is the name presented to subscribers who install the field through a managed package.
- Optionally, enter a name for your field set. This name is used by your Visualforce page to reference the field set.
- In the Where is this used? area, provide a brief description of which Visualforce pages use the field set, and for what purpose. This information helps a subscriber understand where and how an installed field set is being used, so that they can populate it with their own fields.
- Save your changes.
-
To add fields to the field set, drag the fields from the object palette and
drop them into the Available for the Field Set or the In the Field Set
container. The fields in the Available for the Field Set container are not
initially visible on the Visualforce page. The fields in the In the Field Set
container are visible by default.
In the field set, you can span to fields that reference multiple objects. When you span a field into a field set that references multiple objects, the only field you can span to is the Name object.
You can drag a field from one container to the other. The vertical order of the In the Field Set list indicates the order of how the fields render on Visualforce pages.
-
To remove a field from the field set, drag the element back to the object
palette, or click
next
to the element.
-
To make a field required, double-click the element or click (
) next to it
and select the Required checkbox.
―Indicates the field is required and must have a value to save the
record. - Save your changes.
After a field set is deployed in your organization, you can always mark fields that are in the Available for the Field Set list as In the Field Set, or vice versa.
- Find the field set that you want to edit. From Setup enter Installed Packages in the Quick Find box, select Installed Packages, click an installed package, and then click the field set you want to edit. Alternatively, if you know which object contains the field set you want to edit, go to the object detail page and click Edit in the field set related list.
- If you didn't create the field set initially, you're only able to edit the fields within the field set. To move fields between containers, drag a field from one container to the other. To change the order of a rendered field, drag a field up or down the list and drop the field in the order you want it to appear.
- Save your changes.
See Also
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