Groups and Households
Create and define groups such as households, connect individuals and organizations, and track their relationships without installing the Financial Services Cloud managed package. Guided flows manage groups, members, and relationships.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
Explore and Learn
Watch this video to understand how Groups and Households works for Financial Services Cloud.
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Overview of Groups and Households in Financial Services
Cloud.
Groups offer you the flexibility to organize your customers, providing insights into their financial circles, household structures, and professional connections. A group can also help you to categorize customers in other contexts. For example, categorize customers based on services provided, top customers, home buyers, and more.
Users of Financial Services Cloud have access to the Group Membership and Households feature without installing the Financial Services Cloud managed package. Use this feature to create, edit, and delete groups. However, you can’t merge or split groups.
For more information, see Group Membership and Households.
- Groups and Households Data Model
Group Membership gives you the flexibility to organize relationships between people and organizations in meaningful ways. Create households or other groups and track relationships between individuals by using standard objects that are made for this purpose. - Object Mapping for Groups and Households Related Objects
Use the API name mapping between the managed package and standard objects to effectively use the objects without discrepancies. - Considerations for Using Standard Groups and Households Feature and Objects
Keep these considerations in mind if you’re currently using Groups and Households feature and related objects from the Financial Services Cloud managed package, and plan to use the standard Groups and Households feature and related objects, which is available to you without installing the managed package. Plan ahead to make the transition easier for your user teams, partners, and clients. - How Financial Services Cloud Models Groups and Relationships
In Financial Services Cloud, use party relationship groups to organize members under a single household and to connect related households or associated business accounts, such as the member’s lawyer, financial advisor, or health insurance provider. - Example: Create and Visualize Rachel Adams’ Household for Financial Services Cloud
Create a party relationship group to represent a household and the members, related contacts, and business accounts. Visualize the household details by using an Actionable Relationship Center (ARC) graph.
