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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.
Required Editions
| Available in: View supported product editions. |
| User Permissions Needed | |
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| To create party relationship groups, account-contact relationships, account-account relationships, and contact-contact relationships: | View permissions information. |
Create a Group
Create groups for individuals, such as members of a household.
Every party relationship group relates to a business account. The party relationship group defines the business account as a group, and the business account relates to each member of the group. First, create a business account for your group, and then define it with a related party relationship group. Or create the account when you create the party relationship group.
- From the App Launcher, find and select Party Relationship Groups.
- Click New.
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Specify these details.
- Enter a name.
- For Account, search for and select a business account. To create one, click New Account.
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Specify these recommended details.
- For Category, select the option that best describes the group.
- For Type, select whether the group is a household.
- Enter a primary address.
- If desired, enter start and end dates and a description, subtype, group income, and group size.
- Save your changes.
Relate Individuals to Groups
Map relationships between a group and its members by using an account-contact relationship. An individual can relate to multiple groups and play different roles in each group. For example, an individual can have two account-contact relationships—one to their household and another to their employer.
Before you create account-contact relationships, make sure that you've enabled contacts to multiple accounts and added the Related Contacts related list to the account page layout. See Set Up Contacts to Multiple Accounts. In addition, add optional fields to the account contact relationship page layout. See Customize Page Layouts with the Enhanced Page Layout Editor.
- From an Accounts list view, select the account for your party relationship group.
- In the Related Contacts related list, click Add Relationship.
- In the New Account Contact Relationship window, for Contact, search for and select a contact. You can add a contact or a person account.
- For Roles, move the relevant roles to the Chosen list.
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Specify the optional fields.
- To indicate that the contact is actively involved with the selected account, select Active.
- Select the start and end dates for the relationship.
- To indicate that the account is the contact’s primary account based on the Account Name field on the contact record, select Direct.
- Save your changes.
An individual, represented by a person account, is related to multiple groups, represented by business accounts, using account-contact relationships.
Leah Mason is the primary contact for the Mason Household business account. She’s also an employee at DreamHouse Realty. Here are the account-contact relationship records that connect her with these accounts.
| Account Contact Record 1 | Account Contact Record 2 |
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Relate Groups to Groups
Map a relationship between two households, groups, or other business accounts by using account-account relationships. Then, relate a party role relationship to describe the account-account relationship.
- From the App Launcher, find and select Account Account Relationships.
- Click New.
- Select the account and the related account.
- For Party Role Relationship, search for and select the relationship that defines the two accounts. The names include the role of the selected account followed by the role of the related account, followed by AAR.
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For Related Inverse Record, select or create the account-account relationship that has an
inverse relationship with the account.
Note For an account-account relationship to be inverse, we recommend that each account has a related account-account relationship where it’s selected as the Account and the other account is selected as the Related Account. -
Select a hierarchy type.
- If one account is included in or dependent on the other, such as a parent business and one of its subsidiaries, select Parent or Child.
- If the accounts aren't dependent on each other, such as a client–service provider relationship, select Peer.
- Select the start and end dates for the relationship.
- Save your changes.
Create an account-account relationship to relate a household business account to a service provider’s business account where the household is a customer. Relate a party role relationship for the account-account relationship to describe the relationship as Customer-Service Provider. Then create an inverse account-account relationship between the service provider and the household with the party relationship role Service Provider-Customer.
The Mason household is a client of Cumulus Cloud Bank’s financial advisory services. The Mason household business account and the Cumulus Cloud Bank business account have a peer relationship.
| Account Account Relationship Record 1 | Account Account Relationship Record 2 |
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Relate Individuals to Individuals
Map a relationship between two individuals by using contact-contact relationships. Connect individuals represented by person accounts or contacts.
- From the App Launcher, find and select Contact Contact Relationships.
- Click New Relationship.
- For Contact and Related Contact, select a contact or person account.
- For Party Role Relationship, search for and select the relationship that defines the two individuals. The names include the role of the selected contact, followed by the role of the related contact, followed by CCR.
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For Related Inverse Record, select or create the contact contact relationship record that
has an inverse relationship with the contact.
Note For a contact-contact relationship to be inverse, we recommend that each account has a related contact-contact relationship where it’s selected as the Contact and the other account is selected as the Related Contact.
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Select a hierarchy type.
- If one individual is dependent on the other, such as a biological or legal parent and child, select Parent or Child.
- If the contacts aren't dependent on each other, such as the relationship between spouses, select Peer.
- Select the start and end dates for the relationship.
- Save your changes.
Create a contact-contact relationship to connect a parent’s person account to their child's person account. Create a party role relationship for the contact-contact relationship that describes the relationship as Parent-Child. Create an inverse contact-contact relationship and use a Child-Parent party relationship role for the relationship.
| Contact Contact Relationship Record 1 | Contact Contact Relationship Record 2 |
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