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            Relate Individuals to Households Using Data Loader

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            Relate Individuals to Households Using Data Loader

            Relate individuals to households using Data Loader.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. In Data Loader, export households from the Account object to a CSV file. We recommend that you:
              1. Export the data to a new CSV file using the file name households.csv.
              2. Choose Select all fields when creating your SOQL query. Specify the condition that the value of RecordTypeId__c = Record Type ID, where Record Type ID corresponds to the value for IndustriesHousehold.
              3. Specify the condition that the value of RecordTypeId__c = Record Type ID, where Record Type ID corresponds to the value for IndustriesHousehold.
            2. In your org, add an individual to any household. Make sure to select all values in the Activities & Objects to Roll Up field so that you load only valid values for this picklist field.
            3. In Data Loader, export the AccountContactRelation object to a CSV file. We recommend that you:
              1. Select Show all Salesforce objects, and then select Account Contact Relationship (AccountContactRelation).
              2. Export the data to a new CSV file using the file name acr.csv.
              3. Choose Select all fields when creating your SOQL query. Specify the condition that IsDirect = false AND FinServRollups__c includes (’Tasks’).
            4. In the resulting acr.csv file, delete the CreatedDate, CreatedById, LastModifiedDate, LastModifiedById, and SystemModStamp columns.
            5. In the client_contact.csv file that you exported during client data upload, copy all the values from the Id column and paste them into the ContactId column of the acr.csv file.
            6. For each unique contact ID in the client_contact.csv file, determine which household the contact belongs to. Map the corresponding household ID to that contact in the acr.csv file. Based on this mapping, copy the values from the Id field in the households.csv file and paste them into the AccountId column of the acr.csv file.
            7. In the acr.csv file, enter the rest of your data to relate individuals to groups.
              Remember these guidelines.
              • Roles define an individual’s role within the household, such as client, spouse, or dependent.
              • The value of IsDirect must be false for all records.
              • If the individual is the primary group member, set FinServPrimary__c to true.
              • In FinServPrimary__c, include the items that you want to be summarized at the group level.
              • If the group is the individual’s primary group, set FinServPrimaryGroup__c to true.
              • If the individual is including a related business entity (for example, a business account) in the group, set FinServIncludeInPrimaryGroup to true for the business account.
            8. In Data Loader, use Insert and select Show all Salesforce objects, then identify that you are updating the Account Contact Relationship ( AccountContactRelation) object with the data from your updated acr.csv file. Select Create or Edit a Map and choose Auto-Match Fields to Columns. Upload your data.
            9. In your org, check the membership information in some households to verify your upload of AccountContactRelation data.

            For more information on setting up Households, see: Set Up Clients, Households, and Relationships

             
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