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Customize Field Sets for the Relationship Group List Component (Managed Package)
Customize field sets to affect the relationship group and group member information displayed in Relationship Group List - Financial Services Cloud component. This component is used on an individual or person account profile’s Relationships tab.
This is a Financial Services Cloud managed package feature.
The Relationship Group List - Financial Services Cloud component is a custom Lightning App Builder component. For person accounts, add this component to the Relationships tab on person account page layout. For individuals, add this component to the Relationships tab on the individual page layout.
- Customize the Relationship Group List Component’s Group Detail (Managed Package)
Create or edit the WM_Client_Relationship_Groups field set to customize the top table of the Relationship Group List - Financial Services Cloud component. The component is displayed on a person account or individual profile’s Relationships tab. - Customize the Relationship Group List Component’s Account Details (Managed Package)
Create or edit the WM_Client_Relationship_Group_Members Account field set to customize the second subsection of the expanded view of the Relationship Group List - Financial Services Cloud component. The component is displayed on a person account or individual profile’s Relationships tab. - Customize the Relationship Group List Component’s Contact Details (Managed Package)
Create or edit the WM_Client_Relationship_Group_Members Contact field set to customize the first subsection of the expanded view of the Relationship Group List - Financial Services Cloud component. The component is displayed on a person account or individual profile’s Relationships ta Pub /templateb.
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