---
schema_version: "1"
id: f4743fe400fdb57b5b79278884c92547ea09bd5bfa52b298c8e299780f237834
title: Configure a New Object for Grouping
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_configure_a_new_object_for_grouping.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_configure_a_new_object_for_grouping.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3ad4b55123d142bd5d1aaf8974bf41c3b50f5572f895ad9e1e55338bdc21c9e7
description: You can configure objects other than Service Points, Service Accounts, Premises, or Subscribers for use on the group page.
products:
  - Communications
  - Media
  - Energy and Utilities
release: "264"
---
# Configure a New Object for Grouping

You can configure objects other than Service Points, Service Accounts, Premises, or Subscribers for use on the group page.

To configure a new grouping object:

1. Go to Setup.
2. In the Quick Find box, type meta, and click **Custom Metadata Types**.
3. Next to CPQ Group Member Type, click **Manage Records**.
4. Click **New**.
5. Fill in the following required fields. Using merge fields for the Vlocity namespace is recommended. Examples are for the Service Account object type.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col>
              <col>
              <col>
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d335814e84">
                  <p style="margin-bottom:0;">Field</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d335814e90">
                  <p style="margin-bottom:0;">Example Value</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d335814e96">
                  <p style="margin-bottom:0;">Description</p>
                </th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e84 ">
                  <p style="margin-bottom:0;">Label</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e90 ">
                  <p style="margin-bottom:0;">Service Account</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e96 ">
                  <p style="margin-bottom:0;">Tab label on group page</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e84 ">
                  <p style="margin-bottom:0;">CPQ Group Member Type Name</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e90 ">
                  <p style="margin-bottom:0;">ServiceAccount</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e96 ">
                  <p style="margin-bottom:0;">Unique internal name used by the API and managed
                    packages</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e84 ">
                  <p style="margin-bottom:0;">Member Object Name</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e90 ">
                  <p style="margin-bottom:0;">Account</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e96 ">
                  <p style="margin-bottom:0;">API name of the object</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e84 ">
                  <p style="margin-bottom:0;">Order Field Name</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e90 ">
                  <p style="margin-bottom:0;">%vlocity_namespace%__DefaultServiceAccountId__c</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e96 ">
                  <p style="margin-bottom:0;">API name of the Order field that stores the Id of the associated
                    group member record</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e84 ">
                  <p style="margin-bottom:0;">Order Product Field Name</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e90 ">
                  <p style="margin-bottom:0;">%vlocity_namespace%__ServiceAccountId__c</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e96 ">
                  <p style="margin-bottom:0;">API name of the OrderItem field that stores the Id of the
                    associated group member record</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e84 ">
                  <p style="margin-bottom:0;">Order Member Field Name</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e90 ">
                  <p style="margin-bottom:0;">%vlocity_namespace%__ServiceAccountId__c</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e96 ">
                  <p style="margin-bottom:0;">API name of Order Member field that references the group member
                    record</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e84 ">
                  <p style="margin-bottom:0;">Quote Field Name</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e90 ">
                  <p style="margin-bottom:0;">%vlocity_namespace%__DefaultServiceAccountId__c</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e96 ">
                  <p style="margin-bottom:0;">API name of the Quote field that stores the Id of the associated
                    group member record</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e84 ">
                  <p style="margin-bottom:0;">Quote Product Field Name</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e90 ">
                  <p style="margin-bottom:0;">%vlocity_namespace%__ServiceAccountId__c</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e96 ">
                  <p style="margin-bottom:0;">API name of the QuoteItem field that stores the Id of the
                    associated group member record</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e84 ">
                  <p style="margin-bottom:0;">Quote Member Field Name</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e90 ">
                  <p style="margin-bottom:0;">%vlocity_namespace%__ServiceAccountId__c</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e96 ">
                  <p style="margin-bottom:0;">API name of Quote Member field that references the group member
                    record</p>
                </td>

              </tr>
            </tbody>
          </table>
6. Fill in the following optional fields if needed. Using merge fields for the Vlocity namespace is recommended. Examples are for the Service Account object type.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col>
              <col>
              <col>
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d335814e320">
                  <p style="margin-bottom:0;">Field</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d335814e326">
                  <p style="margin-bottom:0;">Example Value</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d335814e332">
                  <p style="margin-bottom:0;">Description</p>
                </th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e320 ">
                  <p style="margin-bottom:0;">Display Sequence</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e326 ">
                  <p style="margin-bottom:0;">3</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e332 ">
                  <p style="margin-bottom:0;">Tab position on group page</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e320 ">
                  <p style="margin-bottom:0;">Active</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e326 ">
                  <p style="margin-bottom:0;">(checked)</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e332 ">
                  <p style="margin-bottom:0;">Determines whether tab appears on group page</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e320 ">
                  <p style="margin-bottom:0;">Record Filters</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e326 ">
                  <p style="margin-bottom:0;">%vlocity_namespace%__Status__c != 'Inactive'</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e332 ">
                  <p style="margin-bottom:0;">Query condition to determine which records to include</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e320 ">
                  <p style="margin-bottom:0;">Record Type Name</p>
                </td>

                <td data-label="Example Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e326 ">
                  <p style="margin-bottom:0;">Service</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d335814e332 ">
                  <p style="margin-bottom:0;">Developer Name of the Record Type to include, leave blank to
                    include all records</p>
                </td>

              </tr>
            </tbody>
          </table>
7. Click **Save**.