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Group Membership and Households
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            Set Up Group Membership

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            Set Up Group Membership

            To create and manage relationships, turn on prerequisite settings and Group Membership. Group Membership enables the Account Account Relationship, Contact Contact Relationship, Party Role Relationship, and Party Relationship Group objects.

            Required Editions

            Available in: View supported product editions.

            Prerequisites for Group Membership

            Complete the prerequisites before enabling Group Membership.

            1. Turn on person accounts.
            2. Assign the person account record type to user profiles.
            3. Turn on contacts to multiple accounts and update your page layouts. Contact to multiple accounts enables the Account Contact Relationship object.
            4. Set up field-level security for the Name, Phone, and Email fields on the Contact object so that users can read these fields when they use the guided flows for Group Membership and Households.

            Enable Group Membership

            To enable relationship objects, turn on Group Membership.

            Required Editions

            User Permissions Needed
            To enable Group Membership settings: Customize Application
            1. From Setup, in the Quick Find box, enter Group Membership, and then select Group Membership Settings.
            2. Turn on group membership.

            See Also

             
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