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Group Membership and Households
Guided Flows for Group Membership

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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.

Required Editions

Available in: View supported product editions.
  • 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.
  • Merge and Split Groups by Using Guided Flows
    Use guided flows to combine two groups or move members and related records from one group to another. Confirm related information such as cases and complaints related to the original and new groups—or tell the workflow to create tasks for you to review affected related records later.
  • View Group Membership Merge and Split Logs
    When you combine two party relationship groups by using the Merge workflow, Decision Explainer logs the details of the groups and associates the logs with the merged group’s parent account. When you split a party relationship group by using the Split workflow, Decision Explainer logs the details of the current and split groups and associates the logs with the parent account of the current group.
  • Limits for Group Membership Guided Flows
    Understand the limits that govern the group merge and split guided flows. To increase the limits, contact your Salesforce representative.
 
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