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Group Membership and Households
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            Merge and Split Groups by Using Guided Flows

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            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.

            Required Editions

            Available in: View supported product editions.
            User Permissions Needed
            To merge or split party relationship groups by using guided flows:

            Group Membership user permission

            AND

            Merge and Split Groups user permission

            View permissions information.

            Merge Groups

            Combine two groups by using a guided flow. When you merge the groups, Salesforce merges the related information such as cases and complaints. Review that information or create tasks to check these records later.

            When you merge two party relationship groups, the flow adds the members, related contacts, related groups, related business accounts, and related records such as cases and complaints from the secondary group to the primary group. The primary group becomes the merged group, and the flow deletes the secondary group.

            The fields in the Merge workflow, 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. From the App Launcher, find and select Party Relationship Groups.
            2. Click Merge.
            3. Under Primary Group, for Group Name, search for and then select the party relationship group that you want to keep. The primary group becomes the merged group.
            4. Under Secondary Group, for Group Name, search for and then select the group that you want to merge into the Primary Group.
              Review the members, related contacts, related groups, and related business accounts associated with the secondary group. Make sure that the secondary group has at least one member.
            5. Click Next.
            6. Specify the details of the merged group by selecting values from the primary group, the secondary group, or by entering custom values. For example, for Primary Address, select the address of the primary group.
            7. Click Next.
            8. Specify relationships for the members and related contacts, related groups, and related business accounts of the merged group.
              1. Specify each member’s role and how they relate to others in the group. Designate an individual as the primary member of the group (for example, the head of the household).
              2. Specify each related contact’s role in the group 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.
            9. Click Next.
            10. Review merged records, or select records to create tasks that remind you to review the records later.
            11. Save your work.

            When the workflow finishes, it posts a status update on the Chatter feed of the merged party relationship group.

            Split Groups

            Use a guided flow to move members and related contacts, related groups, and related business accounts from one group to a new group. Update details to reflect changes to the current and split groups, or create tasks to review affected records later.

            When households change—such as when a couple breaks up or an adult child moves out—split your party relationship groups to reflect the new circumstances. Use the Split workflow to move members, related contacts, related groups, and related business accounts from one group to another. Select the members to move, update details for both the current and split groups, and update the roles and relationships for group members. Finally, review and update records such as cases, complaints, or benefits that relate to moved members.

            The fields in the Split workflow, 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. From the App Launcher, find and select Party Relationship Groups.
            2. From the list view, select the party relationship group that you want to split.
            3. On the party relationship group record page, from the actions menu, select Split.
              Under Current Group, review the members, related contacts, related groups, related business accounts, and primary member of the group.
            4. Under Split Group:
              1. To create a group, select New Group, and then enter a group name.
              2. To use an existing group, select Existing Group, and then search for and select a party relationship group with at least one member. The workflow shows the members, related contacts, related groups, related business accounts, and primary member of the selected group.
            5. Select members, related contacts, related groups, and related business accounts and move them between the groups.
              You must move at least one member, related contact, related group, or related business account to the split group.
            6. Click Next.
            7. Specify the details of the current and split groups, and then click Next.
            8. Specify the roles and relationships for the members and related contacts, related groups, and related business accounts in the split group.
              1. Specify each member’s role and how they relate to others. Designate one member 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 the split group.
              4. Specify how each related business account relates to the split group.
            9. Click Next.
            10. Review related records such as cases and complaints for the current group. Select records to move to the split group.
            11. Click Next.
            12. Select affected records to create tasks that remind you to review the records later.
            13. Save your work.

            When the workflow finishes, it posts a status update on the Chatter feed of the current party relationship group and its parent account. It also:

            • Creates or updates the current and split party relationship group records
            • Creates a parent account for a new group
            • Creates or updates account-contact, contact-contact, and account-account relationships for moved members, related groups, and related business accounts
            • Associates moved related records with the parent account of the split group
            • Creates reminder tasks to review records later

            See Also

             
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