The group record is a way of grouping entities. The supported types of entity groups are:
- Contact Group
- Customer Group
- Employee Group
- Project Group
- Partner Group
- Vendor Group
Members can be added to a group record depending on the type of group record. For example, a customer group record can have one or more customers as members.
Groups can be static or dynamic. You can create and update static groups using the CSV Import Assistant.
The Import Assistant is available at Setup > Import/Export > Import Tasks > Import CSV Records. After you select the record type for import, as shown in the attached screenshot, choose the import character encoding.
Group Fields
When importing groups, it is important to use the correct value in the Group Type field. The values are:
The best practice for importing groups is to import the group’s record first and then update it with the group member sublist.
Supported Group Sublist Imports
The Groups import supports the import of the following sublist data:
Group Collection CSV File Example
The following table shows how you might format your CSV file when importing group records.
Note:
The External ID column in both tables refers to the External ID of the group. If you use External IDs for the group members, they should be populated in the Entity Group Group Members column of the Group Members file.