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            Get Started with Household Solution

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Get Started with Household Solution

            Before you start using Household Solution, review the prerequisites, product navigation, and considerations.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Financial Services Cloud

            Before installing Household Solution, enable Person Accounts and Data Pipelines. Then assign the person account record type to user profiles.

            1. From Setup, in the Quick Find box, find, and select Salesforce Go.
            2. Enter Household Solution in the Search field, and select Household Solution.
            3. Click Get Started.
            4. Before you proceed to install, complete the prerequisites.
              1. Turn on Data Pipelines.
              2. Turn on Person Accounts.
              3. Assign person account record type to user profiles.
            5. Click Install.
              • The installation automates configuration by enabling features such as Financial Account Management, Financial Summary Rollups, Group Membership and Households, Interaction Summaries, and On-Demand Record Rollups.
              • The installation also adds these components on the party relationship group, and other record pages to show relationship visualizations, life events, interaction summaries, and financial account details.
                • To show the household member relationships, node details, and a header with actions, the PRG_Graph, arcGraphRecordDetails, and arcGraphHighlightsPanel components are added to the party relationship group record page.
                • To view record rollup results, the Show Multiple Record Rollup Results component is added to the party relationship group record page.
                • To view summary rollup results, the Related Record Details Display component is added to the party relationship group record page.
              • If the installation fails, to view the logs, click View Error Log on the Household Solution page. If the problem persists, contact Salesforce Customer Support.
            6. To run Data Processing Engine definitions from flows by using the correct user context, set Default Workflow User to Integration User.
              1. From Setup, in the Quick Find box, enter Process Automation Settings.
              2. Select Process Automation Settings.
              3. Set the Default Workflow User to Integration User, and save the changes.
            7. Post the installation, to deploy sample data, follow these steps.
              1. From Setup, in the Quick Find box, find, and select Flows.
              2. Click the Household Solution Data Deployment flow.
              3. Click Activate, and then click Run.
                Review the sample data deployed by this flow.
            8. To run the predefined record rollup definitions that compute the rollup for the household, follow these steps.
              1. From Setup, in the Quick Find box, find, and select Flows.
              2. Click the Record Rollups Flow flow.
              3. Record Rollups Flow is a scheduled triggered flow. Set a schedule according to your business requirements.
              4. Click Activate, and then click Run.
            9. To view record rollup results immediately without running the record rollup definition:
              1. From the App Launcher, select Party Relationship Groups.
              2. Click Parker Household.
              3. Click the Rollups tab.
              4. Go to the Record Rollup Results section, and click Refresh icon to view the latest rolledup results.
            10. To run the predefined Data Processing Engine definitions designed for summary rollups, follow these steps.
              1. From Setup, in the Quick Find box, find, and select Flows.
              2. Click the Summary Rollup Flow flow.
              3. Summary Rollup Flow is a scheduled triggered flow. Set a schedule according to your business requirements.
              4. Click Activate, and then click Run.
             
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