Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Disable Updates to the Primary Contact Field on Accounts in Financial Services Cloud

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Disable Updates to the Primary Contact Field on Accounts in Financial Services Cloud

            Use the Disable Primary Contact ID setting to remove the use of the Primary Contact field in Financial Services Cloud orgs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To manage, create, edit, and delete custom settings: Customize Application

            Primary Contact is a custom field used in Financial Services Cloud’s older individual model to connect an account and a contact record. Financial Services Cloud’s newer person account model uses the Person Contact field. However, some UI components and all triggers related to the concept of a client—such as account, contact, opportunity, and lead triggers—still reference Primary Contact. Removing these dependencies can cause these results:

            • Slower data conversion speed for large volumes of data due to the trigger logic execution.
            • Slower data upload speed due to Primary Contact set in the trigger.
            • Slower system updates because Primary Contact is updated in asynchronous mode. Apex waits for the asynchronous transaction to complete before it executes any Primary Contact-based custom logic.
            • Slower creation of records with lookups to accounts in Financial Services Cloud because the lookup causes Primary Contact to refresh in an asynchronous job.
            Important
            Important

            If your business logic, page layouts, or trigger code refer to PrimaryContact__c, don’t use the Disable Primary Contact ID setting.

            To avoid data inconsistencies in the PrimaryContact__c field, don’t deselect Disable Primary Contact ID after you’ve selected it.

            1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
            2. In the Custom Settings list, click Manage next to Industries Settings.
            3. Click Edit next to Disable Primary Contact ID.
            4. To stop updating Primary Contact ID, select Disable.
            5. Save your changes.
             
            Loading
            Salesforce Help | Article