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            Enable Management of Member Relationships with Other Accounts (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Enable Management of Member Relationships with Other Accounts (Managed Package)

            Use the Enable Relationships with other Accounts custom metadata types to enable expanded relationship group hierarchies and relationship cyclic validation. Select the Active checkbox to show the Do the members have relationships with other accounts? section of the Group Builder Edit window.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To view the Group Builder Edit window

            Financial Services Cloud Extensions OR FSC Sales OR FSC Service

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

            1. From Setup, in the Quick Find box, enter Custom Metadata, and then select Custom Metadata Types.
            2. Select Manage Records for Feature Flag Settings.
            3. Select Edit for the Enable Relationships with other Accounts custom metadata type.
            4. Select Active to show the Do the members have relationships with other accounts? section of the Group Builder Edit window.
            5. Save your changes.
              Note
              Note If you don’t see the Active checkbox, add it to the page layout of Feature Flag Setting.
              Feature flag settings accounts

            See Also

             
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