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Configure Existing Objects for Grouping
By default, only Service Point objects are fully configured for use on the group page. You can include Service Accounts, Premises, or Subscribers by activating them. Including other objects requires more configuration.
This task does not apply to the Fall '19 and Winter '20 releases.
To activate the Service Account, Premises, or Subscriber grouping objects:
- Go to Setup.
- In the Quick Find box, type meta, and click Custom Metadata Types.
- Next to CPQ Group Member Type, click Manage Records.
- Next to the object type you want to activate, click Edit.
- Click the Active check box.
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To determine the position of the object's tab on the group page, change
the Display Sequence value.
By default, Service Point has a Display Sequence value of 1.
- Click Save.
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