Create a Field Set for the Who Are the Members of This Group? Section (Managed
Package)
Customize the fields that show in the Who are the members of this group? 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
This is a Financial Services Cloud managed package feature.
Group Members is the default field set for the ‘Who are the members of this group?’ section of
the Group Builder Edit window. To view and update the default field set you must have the
Unmanaged Extension Package installed in your Salesforce org. Refer to the Install the Unmanaged
Extension Package document for more details.
You can create new field sets for the ‘Who are the members of this group?’ section of the
Group Builder Edit window without the Unmanaged Extension Package.
From Setup, select Object Manager.
Click Account Contact Relationship.
Click Field Sets, and then New.
Enter a Field Set Label, Field Set Name, and
add information in the Where is this Used? box.
Click Save.
Drag the fields that you want listed in the field set from the palette to the list.
Save your changes.
Make a note of the Field Set API Name. You need the API name to add the field set to a
section in the Group Builder Edit window.
Field Set field limitations:
You can’t add the following fields in the Group Builder Edit window:
Account
Account Contact Relationship ID
Active
Created By
Created Date
Deleted
Direct
Last Modified By
Last Modified Date
Source System ID
System Modstamp
You can add fields only from Account Contact Relationship object.
You can’t add fields from other objects like Account and Contact.
Contact field must be added to the field set. If it is not added, it shows in the Group
Builder Edit window as the last column.
You can’t add custom fields Time, Text (Encrypted), or Formula.
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