Groups and Households Data Model
Group Membership gives you the flexibility to organize relationships between people and organizations in meaningful ways. Create households or other groups and track relationships between individuals by using standard objects that are made for this purpose.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
A group is a collection of individuals whose relationships and shared attributes are important to how you serve them. For example, a group could consist of a household with family members and their relationships to professional service providers.
Consider a two-person household with a relationship to a business. Sam and Leah Mason are married, share a household, and use the financial advisory services of Cumulus Cloud Bank. Here's how you model the relationships between Sam, Leah, and Cumulus Cloud Bank by using the group membership objects.
Let’s explore what each object represents in this example.
- Business Account
- Represents groups or organizations. In this example, one business account represents the Mason household, and the other business account represents Cumulus Cloud Bank. Business accounts can also represent a neighborhood, professional association, or another organization.
- Party Relationship Group
- Designates a business account as a household or group and stores details about that group, such as its financial information. In this example, a household party relationship group relates to the Mason household business account to designate it a household and store details about its finances.
- Person Account
- Represents individuals. Enabling person accounts is required to use the Group Membership guided flows. In this example, Sam and Leah each have a person account that contains both account and contact details.
- Account Contact Relationship
- Relates a person account and a business account. In this example, Sam and Leah each have an account-contact relationship that connects their person accounts to their Mason household business account.
- Contact Contact Relationship
- Relates person accounts to each other. Use two contact-contact relationships to map an inverse relationship, such as spouses. In this example, two contact-contact relationships connect Sam and Leah's person accounts.
- Account Account Relationship
- Relates business accounts to each other. Use two account-account relationships to map an inverse relationship, such as a customer and a business. In this example, two account-account relationships connect the Mason household business account with Cumulus Cloud Bank's business account.
- Party Role Relationship
- Describes account-account and contact-contact relationships. In this example, two party role relationships related to Sam and Leah's contact-contact relationships describe their relationship as Spouse-Spouse. In addition, Client-Advisor and the inverse Advisor-Client party role relationships describe the Mason Household and Cumulus Cloud Bank account-account relationships.
