Set up standard objects and guided flows to create and define groups of individuals, such
as households. Then connect individuals and organizations to each other and track their
relationships.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
Starting in Summer ‘23, enable Group Membership Settings to visualize a patient’s multiple
relationships in an updated Household data model. You can use standard Salesforce objects to
record the groups and households that a patient is a member of, the different accounts and
contacts they’re related to, and their roles in each of these relationships.
Then you can use the pre-configured patient relationship template in Actionable Relationship
Center (ARC) to create a graph that shows a patient’s relationships to households, care plans,
and other accounts. In the updated data model:
To relate two business accounts, use Account Account Relationship records
To relate two contacts or two person accounts, use Contact Contact Relationship
records
Note When you create a Contact Contact Relationship record, create
the Related Inverse Record manually.
To define the roles of two people in a relationship, use Party Role Relationship
records
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