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            Create a Household Account

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            Create a Household Account

            Just as a house and its occupants make up a household unit, a household record type and its associated contacts make up a household in Salesforce. Create a household before you add it to the household map.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To edit household membership: Health Cloud Standard

            To see if a patient's household exists, check the picklist values for the Add Household button. If the household doesn’t exist, create it.

            1. In Salesforce Classic, click Create Household below the patient’s name. In Lightning Experience, click + Add Household.
            2. Define a new Account Contact Relationship. In Account, click + New Account.
            3. Select the Household account record type, and click Next.
            4. For Account Name, enter the name of the household.
            5. Enter the rest of the information that your organization uses.
            6. Save your work.
            7. Navigate back to the new Account Contact Relationship modal, and save your changes.
             
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