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            Add or Remove Event or Milestone Types

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            3. Financial Services Cloud Admin Guide

            Add or Remove Event or Milestone Types

            You can deactivate event types or milestone types that aren’t relevant.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager.
            2. In the Quick Find box, enter Person Life Event, and then select Person Life Event.
              Note
              Note To deactivate milestone types, select Business Milestone.
            3. Click Fields & Relationships, and then select Event Type or Milestone Type.
            4. Under Event Type Picklist Values or Milestone Type Picklist Values, click Deactivate next to the value that you want to deactivate.
              To activate an inactive event type or milestone type, under Inactive Values, click Activate next to the value.
            5. Save your changes.
             
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