Approving Contact Groups

System Administrators must approve the addition of Contact Groups.  Apto recommends that Sys Admins check weekly for any additions as a best practice.  Please note that Salesforce has a limit of 500 active values in any picklist, so your organization can only have that number of groups.

In Classic:

  1. Go to:
    1. Setup> Contacts > Fields.
  2. Find the Field called Groups and click Edit.classic_groups.png
  3. Scroll down to the section titled Inactive Values.  Click Activate next to all of the values that you want to approve.

Inactive_Values.png

In Lightning:

  1. Go to:
    1.   Setup > Objects and Fields > Object Manager > Contacts > Fields and Relationships.
  2. Find the Field called Groups and click on it.Lightning_Groups.png
  3. Scroll down to the section titled Inactive Values.  Click Activate next to all of the values that you want to approve.

Inactive_Values.png

 

Have more questions? Submit a request