Loading
Customize the Relationship Group List Component’s Group Detail (Managed Package)

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Financial Services Financial Services

Customize the Relationship Group List Component’s Group Detail (Managed Package)

Create or edit the WM_Client_Relationship_Groups field set to customize the top table of the Relationship Group List - Financial Services Cloud component. The component is displayed on a person account or individual profile’s Relationships tab.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions

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

The top part of the Relationship Group List - Financial Services Cloud component displays a table of account information for groups related to a person account or an individual.

Compact view of the Relationship Group List - Financial Services Cloud custom Lightning App Builder component.

Create or edit the WM_Client_Relationship_Groups field set on the Account object to customize the columns displayed for each relationship group.

Note
Note The WM_Client_Relationship_Groups field set is created by default for new orgs.
  1. From Setup, open Object Manager.
  2. Click Account, and then select Field Sets.
  3. To create the field set:
    1. Click New.
    2. Enter the Field Set Label Relationship Groups.
    3. Enter the Field Set Name WM_Client_Relationship_Groups.
    4. For Where is this used?, enter Client profile's Relationships tab.
    5. Save your changes.
    6. Skip to step 5.
  4. To edit the field set:
    1. In the Quick Find box, enter the API name of the field set to edit.
    2. Click the field label for the field set to edit.
  5. Drag the fields that you want to display from the object palette to the In the Field Set container.
    1. Drag the Account Name, Last Interaction and Total Financial Accounts fields from the object palette to the In the Field Set container.
      Note
      Note Account is selected by default in the object palette.
    2. Select Record Type Id in the object palette. Then drag the Name field from the object palette to the In the Field Set container.
    3. Add any additional fields you want to display for each group in the Relationship Group List - Financial Services Cloud custom component.
  6. To delete fields from the field set, hover over the field in the Field Set container, and click the minus icon.
  7. Click Save on the object palette.
 
Loading
Salesforce Help | Article