Create a Field Set for the Do the Members Have a Relationships with Other Accounts? Section
(Managed Package)
Customize the fields that show in the Do the members have a relationship 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
This is a Financial Services Cloud managed package feature.
Relationships with Other Accounts is the default field set for the Do the members have
relationships with other accounts? section of the Group Builder Edit window. To view and
customize the default field set you must have the Unmanaged Extension Package installed in your
Salesforce org. For more information, see Install the Unmanaged Extension Package.
To create new field sets for the Do the members have relationship with other accounts? section
of the Group Builder Edit window, you don’t need 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
provide 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 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 and Account field must be added to the field set. If it is not added, it will
show 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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