Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Update the Field Set for the Who are the members of this group? Section (Managed Package)

          Update the Field Set for the Who are the members of this group? Section (Managed Package)

          Customize the field set that shows in 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

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

          1. From Setup, in the Quick Find box, enter Custom Metadata, and then select Custom Metadata Types.
          2. Click Manage Records for Group Builder Field Sets.
          3. Click Edit for Group Members to update the field set for ‘Who are the members of this group?’ section of the Group Builder Edit window.
            Group builder field sets
          4. In the Field Set Name field, enter the Field Set API Name you created in the previous step.
          5. Click Save.
           
          Loading
          Salesforce Help | Article