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            Enable Multiple Relationship Groups (Managed Package)

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Enable Multiple Relationship Groups (Managed Package)

            Let advisors add a person to more than one relationship group.

            Required Editions

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note The Multiple Relationship Groups setting is enabled by default for new orgs.
            1. From Setup, in the Quick Find box, enter custom setting, then select Custom Settings.
            2. Next to Industries Application Config, click Manage.
            3. Click Edit.
            4. Select Multiple Relationship Groups.
            5. Save your changes.
             
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