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            Object Mapping for Groups and Households Related Objects

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            3. Financial Services Cloud Admin Guide

            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.

            Required Editions

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

            When the Group Membership setting is turned on and you have the Financial Services Cloud managed package installed, both standard objects and objects from the managed package are visible in your org. To avoid inconsistencies, it's important to consistently use either the Financial Services Cloud managed package objects or the standard objects when setting up the Groups or Households and related features

            The object and field mapping between the managed package and the standard data model helps you streamline your metadata and data migration process. The mapping also helps you achieve seamless integration between managed packages and standard objects, fostering smooth data exchange and communication across various systems.

            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.

            Object Mapping
            MANAGED PACKAGED STANDARD
            FinServ__AccountAccountRelation__c AccountAccountRelation
            FinServ__ContactContactRelation__c ContactContactRelation
            FinServ__ReciprocalRole__c PartyRoleRelation
            Account (Record Type) PartyRelationshipGroup
             
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