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Group Membership and Households
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            Create Groups by Using a Guided Flow

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            Create Groups by Using a Guided Flow

            Create party relationship groups by using a guided flow. Add members, related contacts, business accounts, and other groups. Specify roles and relationships for all members and entities.

            Required Editions

            Available in: View supported product editions.
            User Permissions Needed
            To create a party relationship group by using the guided workflow: View permissions information.

            Before you create a party relationship group with the guided flow, create the necessary party role relationships. See Define Groups and Relationships Between Individuals and Groups.

            The fields in the New Group guided flow, and the order in which they appear, are based on the party relationship group page layout. If you’d like different fields to be available, ask your Salesforce admin for help.

            1. On a Party Relationship Groups list view page, click New Group.
              Note
              Note Depending on your cloud, you can start the guided flow also by clicking New Group on an account list view page, on a case, or on a public complaint record page. 
            2. Specify these details.
              1. Enter a name.
              2. For Type, select Group or Household.
            3. Search for and select members, related contacts, related business accounts, and related groups to add to the group.
              At least one individual member is required. When you start the flow from a case or from a public complaint record, the case or complaint participants are automatically selected as members. If needed, change them to related contacts.
              A related contact is someone connected to the group but not a member, such as a family physician. Differentiate between a related contact and a member of the group with the Included in Group field on the account-contact relationship.
              A related group represents a linked group, such as a neighboring household.
              A related business account represents a business that the group owns or interacts with.
            4. Click Next.
            5. Specify the roles and relationships for the members, related contacts, related groups, and related business accounts in the group.
              1. Specify each member’s role in the group and how they relate to others in the group. Designate one individual as the primary member of the group (for example, the head of the household). 
              2. Specify each related contact’s role and how they relate to others in the group. 
              3. Specify how each related party relationship group relates to this group.
              4. Specify how each related business account relates to this group.
            6. Save your work.

            See Also

             
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