Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Update the Edit Button on the Group Members and Details Component (Managed Package)

            You are here:

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

            Update the Edit Button on the Group Members and Details Component (Managed Package)

            Give users access to your custom household management business process by creating a custom action that replaces the default edit button on the Group Members and Details component with a link to your business process. During configuration, you can also prevent inadvertent navigation to the default business process by hiding the record actions menu in group member cards.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note Your custom household management business process must be created using Aura to show it in the Group Members and Details component.

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

            1. Create a custom label for the button that replaces the edit button on the Group Members and Details component.
              1. From Setup, in the Quick Find box, enter Custom Labels, and then click Custom Labels.
              2. Click New Custom Label.
              3. Enter a Short Description.
              4. Enter a Name.
              5. Enter a Value for the new name of the edit button. For example, enter Custom Household Business Process.
              6. Save your changes.
            2. To enable the button, configure the Group Member Setting.
              1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then click Custom Metadata Types.
              2. Click Manage Records next to Group Member Setting.
              3. Click New to create a new record or edit an existing record if you have one.
              4. Select Hide Record Actions.
              5. Enter your custom button name in the Edit Button Custom Name field. This value extracts the new custom label value.
              6. Enter your custom component name in the Edit Component Name field. This value points the button to your custom household management business process.
              7. Save your changes.

            See Also

             
            Loading
            Salesforce Help | Article