Create a Static CPG Group
Create a static CPG group and manage its members.
Create a Static CPG Group
To create a static CPG group:
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Go to the Groups tab.
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Click New.
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Fill in the CPG group parameters, such as:
Read the description of each parameter here.
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Enter Group Name.
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Select Group Type.
Group Type cannot be changed after saving the group.
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Leave the Dynamic Group checkbox unchecked.
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Click Save.
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The static group of records is created. The SOQL Builder tab opens.
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Enter criteria using the OR / AND buttons.
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Check the SOQL Query record above the builder.
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Click Save and confirm.
The static group is created.
Manage Static CPG Group Members
To view static CPG group members, go to the Group Members tab.
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Click New to manually add a CPG group member.
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A CPG Group Member record will not be recalculated after changing the SOQL criteria.
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To recalculate a CPG Group Member record, uncheck the Manual field on the added CPG Group Member record.
Add the Manual field to the Group Member page layout.
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An empty record cannot be added as a CPG Group Member record.
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Only the records of the selected Group Type on the CPG Group record can be added as a group member.
