Loading
メールアドレスがデフォルトのログイン方式となります 続きを読む
Add a Household to the Map

You are here:

  1. Salesforce Help
  2. Docs
  3. Health

Add a Household to the Map

It’s quick and easy to add a patient or member's household to the map.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To edit household membership: Health Cloud Standard
  1. On the Household tab, click Add Household.
  2. In the New Account Contact Relationship modal, select an existing household account.
  3. Don’t edit the name in the Contact field.
  4. Select the role for the household.
  5. Save your work.
    The Use Standard Trigger metadata type for Account-Contact Relationship Triggers can speed up relationship calculations for Accounts and Contacts. To see these fields update faster, go to the Custom Metadata Types page in Setup, and click Manage Records next to Use Standard Trigger. Then click Edit next to Account Contact Relationship Trigger. On the Use Standard Trigger (Managed) page, turn on the Active checkbox, and save your changes.
 
読み込み中
Salesforce Help | Article