Create a Household Account
- In Salesforce Classic, click on Create Household below the patient’s name. Then in Lightning Experience, click + Add Household and then click + New Household.
- Select the Household account record type, and click Continue.
- For Account Name, enter the name of the household.
- Enter the rest of the information that your organization uses. For a description of the account fields, see Account Fields.
- Once done, save your work.
- Eventually navigate back to the Household tab and add the household.