How Is a Person Modeled in Financial Services Cloud?
Financial Services Cloud represents a person in one of two ways: person accounts or the
individual model. Person accounts provide better support for B2C activities for most
organizations and are enabled in FSC trial orgs and new installations. Salesforce supports the
individual model for FSC orgs with existing individual model implementations only.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Person Accounts Person accounts store information about a person by combining certain account and contact fields into a single object experience. To end users, a person account record appears and functions as a single record.
The Individual Model The individual model uses a combination of the standard Account and Contact objects, coupled in a unified object view of a person. The standard objects have been extended with custom fields, record types, and more.
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