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            Considerations for Using Standard Groups and Households Feature and Objects

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            • If you’re currently using Groups or Households related objects from the Financial Services Cloud managed package, plan your metadata and data migration before you start using standard objects. Use the API name mapping between the managed package and standard objects to effectively use the objects without any confusion or discrepancies.
            • Thoroughly review the documentation for the standard objects to understand the fields, picklists, and any other details.
            • Consider the effort and complexity involved in customizing the objects to suit your business needs.
            • You can use the standard Groups and Household feature to create, edit, and delete groups. However, merge or split groups isn’t supported.
            • To create a group, you can start the guided flow by clicking New Group on an account or party relationship group record page.
             
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