Field Group
A Field Group bundles related fields into a named section within an object type. Beyond organization, field groups are designed to support per-group access control - letting you set different authentication rules for different sets of fields on the same record.
What it is
A Field Group is a named container that holds a set of fields together. On a form or layout, the fields inside a group are visually presented as a section under the group's label. The key benefit isn't just visual organization - it's that you can set specific authentication and access rules per group , controlling which team members can view or edit the fields inside.
When to use it
- Grouping sensitive financial fields - put billing, pricing, or salary fields in their own group so access can be restricted to finance staff only
- Internal-only notes - separate internal comments from client-facing information on the same record
- Separating public vs. private data - keep fields meant for customers separate from fields meant for your internal team
- Organizing complex records - when an object type has many fields, groups make the form more navigable by breaking it into labeled sections
- Role-based data visibility - when different roles in your business should only see certain parts of a record
Settings
- Label - the name shown as the section heading for the group in forms and layouts
- Fields - add any fields to the group; each field retains its own individual settings
- Access rules - (in development) configure which roles or team members can view or edit the fields in this group
Example
In a client management app, your Clients object type has a mix of general information and sensitive billing data. You create two field groups: one labeled Contact Info containing Name, Email, and Phone fields, and another labeled Billing containing fields for Payment Method, Billing Address, and Account Balance. When the per-group access control feature ships, you'll be able to restrict the Billing group so only your accounting team can see and edit those fields - while the rest of your staff still has full access to the Contact Info group.