As an administrator, you can create or edit field sets for your organization. Salesforce has a drag-and-drop tool for creating and editing field sets.
To create a new field set
- Navigate to the field set list of the appropriate object:
- For standard objects, from Setup, click , select the appropriate object from the Customize menu, and click Field Sets.
- For custom objects, from Setup, click , and select one of the custom objects in the list. Then click New above the field sets related list.
- Enter a Field Set Label. This is the name presented to subscribers who install the field through a managed package.
- [!] Note: It is important that you recognizably prefix each new Field Set Name. For example with "sys_" as in sys_[FIELD_SET_NAME], so to make it unique from any same packaged cxsrec__[FIELD_SET_NAME])
In the field set, you can span to fields that reference multiple objects. When you span a field into a field set that references multiple objects, the only field you can span to is the Name object.
The vertical order of the In the Field Set list indicates the order of how the fields render on pages.
7. To remove a field from the field set, drag the element back to the object palette, or click the icon next to the element.
8. To make a field required, double click the element or click the wrench icon
() next to it and select the Required checkbox.