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            Create a Field Set for the Expressed Interests Component

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            3. Financial Services Cloud Admin Guide

            Create a Field Set for the Expressed Interests Component

            Create the FSC Referrals Expressed Interest field set to use with the Expressed Interest Component.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager and click Lead and Referral.
            2. Open Field Sets and click New.
            3. Enter a Field Set Label: LBLLabel_Field_Set_Referrals_Expressed_Interest.
            4. Enter a Field Set Name: FSC_Referrals_Expressed_Interest.
            5. In Where is this used?, provide a description: Client profile’s Referrals tab.
            6. Save your changes.
            7. Drag the following fields from the object palette to the In the Field Set container: Name, Expressed Interest, Potential Value, Lead Status, and Last Modified Date.
            8. Click Save on the object palette.
             
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