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Create Lead Field Sets for Retail Banking (Managed Package)
Create custom field sets to include lead information on the global referral form and the client profile’s Referrals tab.
This is a Financial Services Cloud managed package feature.
- From the object management settings for leads, go to Field Sets, and then click New.
- Enter LBL.Label_Field_Set_Referral_Form as the Field Set Label.
- Enter FSC_Referral_Form as the Field Set Name.
- Enter Used in global referral form in the Where is this used? field.
- Save your changes.
- Drag these fields from the palette, and then drop them in the In the Field Set container: First Name (Name: FirstName), Last Name (Name: LastName), Expressed Interest (Name: ExpressedInterest), Company (Name: Company), Phone (Name: Phone), Email (Name: Email), Street (Name: Street), City (Name: City), State (Name: State), and Postal Code (Name: Postal Code).
- Save your changes.
- Repeat steps 1–7 to create this field set:
Field Set Label Name Where is this used? LBL.Label_Field_Set_Referrals_Made FSC_Referrals_Made_Community Client profile's Referrals tab With these fields:
Label Name Name Name Expressed Interest ExpressedInterest Created Date CreatedDate - Repeat steps 1–7 to create this field set:
Field Set Label Name Where is this used? LBL.Label_Field_Set_Referrals_Made FSC_Referrals_Made Client profile's Referrals tab With these fields:
Related Object Label Name Lead Name Name Lead Expressed Interest ExpressedInterest Lead Lead Status Status Converted Opportunity ID Opportunity Name Name
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