Update the Field Sets for the Do the Members Have Relationships with Other Accounts? Section (Managed Package)

You are here:

Update the Field Sets for the Do the Members Have Relationships with Other Accounts? Section (Managed Package)

Customize the field sets that show in the Do the members have relationships with other accounts? section of the Group Builder Edit window.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To view the Group Guilder Edit window	Financial Services Cloud Extensions OR FSC Sales OR FSC Service

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

From Setup, in the Quick Find box, enter Custom Metadata, and then select Custom Metadata Types.
Click Manage Records for Group Builder Field Sets.
Click Edit for Group Members to update the field set for Do the members have relationship with other accounts? section of the Group Builder Edit window.
In the Field Set Name field, enter the Field Set API Name you created in the previous step.
Click Save.

Did this article solve your issue?

Let us know so we can improve!

Product Area