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使用家庭可追蹤彼此有直接關係及共有財務的用戶、公司和信託公司群組。家庭是一種關係群組的類型。您的 Salesforce 管理員可建立其他關係群組類型,以符合您的公司需求。
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您可以從家庭設定檔的「關係」索引標籤新增成員,或者如果您的例項使用個人模型,則可透過「建立個人」產生器新增。

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