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            Groups and Households in Financial Services Cloud

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

            The Groups and Households feature is available to you in both the Financial Services Cloud managed package and as a standard feature in your org without installing the managed package. Review these essential details about these features here:

            Groups and Households (Managed Package) Groups and Households
            A household represents an account of the Household record type. For more information, see Groups and Households (Managed Package). A household represents a combination of Account and Party Relationship Group object records. For more information, see Groups and Households.
            Auto populates inverse relationship records. Doesn’t auto populate inverse relationship records.
            Creates indirect associations between business accounts via associated members. Creates direct associations between related business accounts and groups.
             
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