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Salesforce Relgroups Getstart

Salesforce Relgroups Getstart

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Getting Started with
Relationship Groups
Understanding Implementing
Salesforce Spring

salesforcedocs
Last updated February

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CONTENTS

Wealth Management Relationship Groups
Relationship Group Fields
Relationship Group Members
Relationship Group Considerations
Install and Implement Relationship Groups
Testing the Relationship Groups Package

WEALTH MANAGEMENT RELATIONSHIP GROUPS

What Are Relationship Groups

EDITIONS

Relationship groups are custom object records used to store collections of accounts For example
you can use relationship groups to manage the following

Available in Salesforce
Classic not available in all
orgs

A household of people who reside at the same address

An extended family consisting of multiple generations of relatives

Available in Salesforce for
Wealth Management

A professional group such as a medical practice or a law firm

The trustees and beneficiaries of a trust

USER PERMISSIONS

The accounts that you add to relationship groups are called relationship group members For more
information see Relationship Group Members on page

Who Can Use Relationship Groups

To create or edit relationship
groups and relationship
group members via the
wizard
Create and Edit on
relationship groups

Note Relationship groups are only available upon request to Salesforce for Wealth
Management customers Note that the Relationship Groups tab may be named Households
in Salesforce for Wealth Management organizations To enable relationship groups contact
your Salesforce representative

AND

Your organization must have implemented person accounts before you can use relationship groups

AND

Your administrator can enable relationship groups by installing the Relationship Groups custom
app

Read on accounts

What Are the Benefits of Relationship Groups
Relationship groups allow you to
Track the familial and professional roles of different relationship group members
Assign primary and secondary designations to the two most important members of a relationship
group

Create and Edit on
relationship group
members

To delete relationship
groups
Delete on relationship
groups
To remove relationship
group members
Delete on relationship
group members

View rollup related lists of all activities for the members of a relationship group
View rollup related lists of the custom objects that are related to the accounts in a relationship group

RELATIONSHIP GROUP FIELDS

A relationship group custom object has the following default fields listed in alphabetical order

Name

Description

Description

A text description of the relationship group Up

to characters are allowed

Primary Name

The name of the primary relationship group
member

Secondary Name

The name of the secondary relationship group
member

Total Members

The total number of members in the relationship
group

EDITIONS

Available in Salesforce
Classic not available in all
orgs
Available in Salesforce for
Wealth Management

To add custom fields to relationship groups from the object management settings for relationship groups go to the fields area then
click New in the Custom Fields Relationships section

RELATIONSHIP GROUP MEMBERS

Relationship groups let you group closely related accounts together so you can manage them
easier The accounts that you add to the group are the members For example a relationship group
might be medical practice or a law firm while the individual doctors or lawyers would be the group
members
Note Relationship groups are only available upon request to Salesforce for Wealth
Management customers Note that the Relationship Groups tab may be named Households
in Salesforce for Wealth Management organizations To enable relationship groups contact
your Salesforce representative

What Are Relationship Group Members
The accounts that you add to relationship groups are called relationship group members Like
relationship groups relationship group members are custom objects Each relationship group
member record represents an association between an account and a relationship group For example
if you add the account Mary Smith to the relationship group Smith Family a relationship group
member record is created that links Mary Smith to the Smith Family
Relationship group members are unique because they have two masterdetail relationships one
with accounts and another with relationship groups When discussing these masterdetail
relationships accounts and relationship groups are sometimes referred to as the parents of
relationship group members

EDITIONS

Available in Salesforce
Classic not available in all
orgs
Available in Salesforce for
Wealth Management

USER PERMISSIONS

To create or edit relationship
groups and relationship
group members via the
wizard
Create and Edit on
relationship groups

AND

Create and Edit on
relationship group
members

AND

Read on accounts

What Are the Limits on Relationship Group
Members
You can add a given account to up to relationship groups For example an account Joseph
Brown who is an attorney may be a member of several relationship groupsin some cases as an
attorney in other cases as a family member
You can add up to accounts to a particular relationship group For example a relationship group
that represents a large extended family including grandparents children and grandchildren cannot
have more than relationship group members

To delete relationship
groups
Delete on relationship
groups
To remove relationship
group members
Delete on relationship
group members

In a particular relationship group you can specify only one relationship group member as primary and only one relationship group
member as secondary In addition you cannot add the same account more than once to a particular relationship group

Where Can I View Relationship Group Members

The Relationship Group Members related list displays on both the relationship group detail page and the account detail page On the
relationship group detail page the related list summarizes the accounts that are members of the given relationship group On the
account detail page the related list summarizes the relationship groups of which the given account is a member

Relationship Group Members

Relationship Group Member Fields
Relationship group members have the following fields
Field Name

Description

Account

The name of the account

Role

The familial professional or other role that an account has in a
relationship group for example Client Spouse Child Attorney
or Accountant Your administrator defines the available values in
this picklist

Primary

Designates an account as the most important member of the
relationship group Only one relationship group member can be
specified as primary

Secondary

Designates an account as the secondmost important member of
the relationship group Only one relationship group member can
be specified as secondary

Include in Rollup

Specifies whether the activities and custom objects of an account
display in related lists on the relationship group detail page

Priority

Does not display in the relationship group wizard but is available
as a column in the Relationship Group Members related list on
account and relationship group detail pages This column displays
the primary or secondary icon as appropriate next to
account names

Unique Key

This is a system field that prevents duplicate records It does not
display to users in Salesforce but is visible in the Lightning Platform

API This field should be treated as read only attempts to modify

it through the API will be ignored

RELATIONSHIP GROUP CONSIDERATIONS

To make the most of relationship groups and relationship group members review the notable
behaviors and limitations below

EDITIONS

Relationship Group Considerations

Available in Salesforce
Classic not available in all
orgs

Relationship groups

Available in Salesforce for
Wealth Management

Support rollup related lists for activities and custom objects only
Are completely separate from the Partners related list on accounts
Do not have directly associated activities notes or attachments

Only support required custom fields that are configured with a default value Such custom fields will display on relationship group
detail and edit pages but not in the relationship groups wizard
Only support validation rules on custom fields that were added after the Relationship Group managed package was installed
Cannot be renamed to a different name than relationship group because they are a custom object in a managed package
Can be created and edited through the relationship group wizard regardless of fieldlevel security settings on the Description
field

Relationship Group Member Considerations
Relationship group members
Are limited to a maximum of per relationship group
Cannot be imported via the import wizard for custom objects
Do not support tagging
Have the division of the parent relationship group
Are owned by both the parent relationship group and the parent account
Do not support validation rules
Do not support universally required fields
Cannot be renamed to a different name than relationship group member because they are a custom object in a managed package
Can have the fields Primary Secondary and Include in RollUp edited through the relationship group wizard even
when the fieldlevel security on those fields is readonly
Cannot be included in workflow rules or approval processes
Cannot be used in Salesforce to Salesforce
Are not supported in Connect Offline

Are only supported in API version and later In the API using the upsert call on relationship group members is not supported

INSTALL AND IMPLEMENT RELATIONSHIP GROUPS

Obtaining the Relationship Groups Custom App

EDITIONS

The relationship groups custom app comes preinstalled in most Salesforce for Wealth Management
organizations If your Salesforce for Wealth Management organization does not have the relationship
groups custom app contact Salesforce to request it

Available in Salesforce
Classic not available in all
orgs

Verifying the Installation of the Relationship Groups
Custom App
If the relationship groups custom app has been installed in your organization the Relationship
Groups option displays in the app menu
In addition administrators can use the following procedure to verify that the relationship groups
custom app was successfully installed
From Setup enter Apps in the Quick Find box then select Apps and verify that the
relationship groups custom app is present and has the
Managed Installed icon

Available in Salesforce for
Wealth Management

USER PERMISSIONS

To install apps
Download AppExchange
Packages
To configure and deploy
installed apps
Customize Application

From your management settings for custom objects verify that the relationship group and relationship group member objects are
present and that each has the
Managed Installed icon

Configuring the Relationship Groups Custom App
Perform the following implementation tasks to configure the custom app If the relationship groups custom app came preinstalled with
Salesforce for Wealth Management some of these configurations may already be set in your organization
Customizing Account Page Layouts
From the object management settings for accounts go to Page Layouts then remove the following related lists from the appropriate
account page layouts
Relationship Groups Primary Account
Relationship Groups Secondary Account
Customizing Person Account Page Layouts
From the object management settings for person accounts go to Page Layouts then edit the appropriate person account page
layouts
In the Related List Section drag and drop to edit the following related lists
Add Relationship Group Members
Remove Relationship Groups Primary Account
Remove Relationship Groups Secondary Account
Edit the Relationship Group Members related list as follows

Install and Implement Relationship Groups

At minimum include the following fields Relationship Group Member Role Relationship Group
Member Priority Relationship Group Member Include in RollUp
Remove the standard New button
Add the custom New button
Setting ContextSensitive Help for Relationship Groups
By default the Help for this Page links on relationship group pages open help content about custom objects in general To redirect
those links to help topics that specifically describe relationship groups
Go to the management settings for custom objects
Click Relationship Group to open its custom object definition
In the Custom Object Definition Detail section click Edit
For ContextSensitive Help Setting choose Open a window using a custom scontrol
For Custom SControl choose Relationship Groups Help
Click Save
Note Repeat this procedure for the Relationship Group Member custom object This sets an appropriate contextsensitive
destination for the help links on the Relationship Group Member related lists
Overriding Standard Relationship Group Buttons
To customize the buttons on the relationship group detail page
Go to the management settings for custom objects
Click Relationship Group to open its custom object definition
In the Buttons Links and Actions section click Edit next to New and replace that button with the NewHousehold scontrol
Customizing Relationship Group Search Layouts
To customize the search layouts for relationship groups
Go to the management settings for custom objects
Click Relationship Group to open its custom object definition
In the Search layouts section click Edit to modify the appropriate search layout At minimum we recommend setting the
following columns for search results
Relationship Group Name
Primary Account
Secondary Account
Last Modified By
Customizing Relationship Group Page Layouts
To customize the layout of the relationship group detail page from the object management settings for relationship groups go to
Page Layouts then click Edit next to the appropriate page layout name Edit the page layout as follows
Remove the Clone button from the detail page
Edit the Open Activities related list as follows
Remove the standard New Task and New Event buttons
Add the custom New Task and New Event buttons
Edit the Activity History related list as follows
Remove the standard Log a Call Mail Merge Send an Email Request Update and View All buttons

Install and Implement Relationship Groups

Add the custom Log a Call Mail Merge and Send an Email buttons
In the Relationship Group Members related list include the following fields at minimum
Relationship Group
Role
Priority
Include in RollUp
Overriding Standard Relationship Group Member Buttons
To customize the buttons on the relationship group member detail page
Go to the management settings for custom objects
Click Relationship Group Member to open its custom object definition
In the Buttons Links and Actions section click Edit next to New and replace that button with the Edit Household
Members scontrol
After configuring the relationship groups custom app verify that a Relationship Groups option displays in the app menu
Note
In some cases the custom app and its custom objects may have the label Households instead of Relationship Groups
throughout Whatever the labels are they cannot be changed because the app is a managed package
Installing the Relationship Groups custom app may cause an error if your organization has fewer than account records You
may ignore this error and continue the installation process

For all installations the API names of the custom objects begin with the namespace prefix household

The Relationship Group Member object is only supported in API version and later

SEE ALSO

Salesforce Help Find Object Management Settings

TESTING THE RELATIONSHIP GROUPS PACKAGE

The relationship groups managed package provides unit tests that run when you install the package
in your sandbox or production organization In some cases a component like an Apex trigger
validation rule workflow rule or custom field prevents the unit tests from completing successfully
If the unit tests fail do the following before running the tests again
Install the latest version of the relationship groups managed package The functionality of the
new version is the same as the older version except the unit tests have been enhanced Contact
Salesforce and request the latest version of the package not available on the AppExchange
Deactivate components that prevent account household or household member objects from
being edited or deleted Apex triggers are a common cause of failed unit tests
To ensure the relationship groups package runs successfully in your organization the unit tests
attempt to edit and delete some account household and household member objects These
tests do not permanently modify your organizations data If a platform element prevents these
objects from being edited or deleted the unit tests fail

EDITIONS

Available in Salesforce
Classic not available in all
orgs
Available in Salesforce for
Wealth Management

USER PERMISSIONS

To install apps
Download AppExchange
Packages
To configure and deploy
installed apps
Customize Application

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