Households and group memberships for related individuals
Key Takeaway
A business account represents the household or group, and the Party Role Relationship records you need must exist before you run the New Group guided flow.
Agentforce Health uses group membership to model households and other groups of related people. Relationship records link people to groups, people to each other, and groups to each other, each with a defined role. Users can then see a patient's many relationships in one place, for example in an Actionable Relationship Center (ARC) graph.
What a group is
A group is a collection of individuals whose relationships and shared attributes matter to how you serve them. A household of family members is the typical example. Groups can also be members of a trade association, people who live in the same building, or your top customers.
Starting in Summer '23, you enable "Group Membership Settings" to use the updated Household data model. The model uses standard Salesforce objects to record the groups and households a patient belongs to, the accounts and contacts they are related to, and their role in each relationship.