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. Guided flows make it easy to create and edit groups, members, and
relationships.
Note Group Membership is different from the Householding feature, which is used in other
Industries clouds such as Financial Services Cloud and Health Cloud. Net Zero Cloud uses only a
subset of the Group Membership objects. Refer to these clouds’ documentation for more
information.
Discover Group Membership 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.
Group Membership Editions and Permissions Review the supported products, editions, and permissions for Group Membership. Then learn about how your product handles permissions and how to assign them.
Set Up Group Membership To create and manage relationships, turn on prerequisite settings and Group Membership. Group Membership enables the Account Account Relationship, Contact Contact Relationship, Party Role Relationship, and Party Relationship Group objects.
Define Groups and Relationships Between Individuals and Groups Set up details about the types of groups and relationships common to your organization. To describe groups with greater nuance, use categories and subtypes. Create common role and relationship definitions for contacts and accounts.
Create Groups and Relationships Group membership includes records that represent groups and map relationships between individuals, households, groups, and organizations. Create a group, relate individuals to that group, and capture complex relationships between groups and individuals.
Guided Flows for Group Membership Set up group membership records quickly and easily by using guided flows. Create a group, merge two groups, or split a group, and specify roles and relationships for all members and entities.
Visualize Stakeholder Relationships with Actionable Relationship Center Actionable Relationship Center (ARC) helps you understand relationships between people and businesses by presenting them in a convenient and interactive component. Use group membership records to connect business accounts, person accounts, and contacts.
Group Membership and Your Cloud Explore examples of how to model relationships in your industry and understand how to map different types of households and groups.
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