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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.
- User Interface
- Editions
- Required Group Membership Permissions
- Other Required Permissions
- Customizing Permissions
Editions
- Automotive Cloud: Enterprise, Unlimited, and Developer Editions
- Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions
- Financial Services Cloud: Professional, Enterprise, and Unlimited Editions
- Health Cloud: Enterprise and Unlimited Editions
- Nonprofit Cloud: Enterprise, Unlimited, and Developer Editions
- Public Sector Solutions: Enterprise, Performance, Unlimited, and Developer Editions
Required Group Membership Permissions
To use Group Membership, Salesforce admins and users need the user permission Group Membership. Typically, a Salesforce admin assigns a permission set that includes this user permission. Because the feature is included in multiple products, the products and licenses in your org determine which permission set is available.
These permission sets include the Group Membership user permission, permission set license, and full access to all Group Membership objects and fields.
| Product | Permission Set | Notes |
|---|---|---|
| Automotive Cloud |
|
Automotive Foundation User provides access to additional fields on Party Relationship Groups. |
| Education Cloud | Education Cloud Full Access | See Other Required Permissions for importanat information about the merge and split groups workflows. |
| Financial Services Cloud |
|
See Other Required Permissions for importanat information about the merge and split groups workflows. |
| Health Cloud | Health Cloud Foundation | |
| Nonprofit Cloud | Group Membership | |
| Public Sector Solutions | Group Membership |
Don’t see your product? Contact your account executive for more information. Or look for a permission set that includes the user permission Group Membership. To see what’s included in a permission set, click View Summary on the permission set’s detail page in Setup. Review your cloud’s documentation, too
Other Required Permissions
These permissions are required to use the guided flows for merging and splitting party relationship groups.
| Type of Permission | Name of Permission | Notes |
|---|---|---|
| User permission | Merge and Split Groups | Merge and Split Groups is included in the Group Membership permission set, but is disabled by default. To give users access, create a custom permission set, add the Group Membership permission set to it, and enable the Merge and Split Groups user permission. Then, add the custom permission set to a permission set group. |
| Permission set | Decision Explainer Service Access | Required to view logs created by the merge and split groups guided flows. |
- In Education Cloud, Merge and Split Groups is included with, and enabled by default, in the Education Cloud Full Access permission set, so you don’t need to create a custom permission set.
- The merge and split groups workflows aren’t supported in Financial Services Cloud.
Customizing Permissions
If you customize Group Membership, such as adding fields, create a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the Group Membership permission set in addition to your custom permission sets. This approach ensures that you always have the latest default permissions and is an alternative to cloning permission sets.
