Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Group Membership and Households Business APIs

Use business APIs to define and manage party relationship groups of individuals or trusts.

Special Access Rules

To create party relationship groups, users need the Group Membership permission set. To merge party relationship groups, users must clone the Group Membership permission set, and enable the Merge and Split Groups system permission in the cloned permission set.