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Article

Approving Contact Groups (System Admin)

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SummaryAfter users create Contact Groups, a System Admin needs to go in and approve their addition.
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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 > Contacts > Fields.

  2. Find the Field called Groups and click Edit.

  1. Scroll down to the section titled Inactive Values.  Click Activate next to all of the values that you want to approve.

 

In Lightning:

  1. Go to > > > >.

  2. Find the Field called Groups and click on it.

 
  1. Scroll down to the section titled Inactive Values.  Click Activate next to all of the values that you want to approve.

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