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            Create a Household from the Account Tab (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Create a Household from the Account Tab (Managed Package)

            Use households to track groups of clients, businesses, and trusts who have a direct relationship with one another and shared financials. A household is a type of relationship group. Your Salesforce admin can create other relationship group types to fit your business requirements.

            Required Editions

            Important
            Important This feature is available in Salesforce orgs that have installed the Financial Services Cloud managed package. This is different from the standard Groups and Households feature, which can be accessed without installing the managed package.
            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note You can’t delete a household or group or make it inactive.
            1. On the Accounts tab, click New.
            2. Select Household.
            3. In Account Name, enter the household name (for example, Claire Johnson Household). Leave the other fields empty because they are automatically calculated or don’t apply.
            4. Save the information.
            5. On the Relationships tab, do one of the following.
              • In the relationship map, on the household component, click + Add Relationship.
              • In the Group Members section, click Edit.
            6. To add other members and relationships, see Add Household Members and Relationships.

            You can add members from the Relationships tab on the household profile or, if your instance uses the individual model, with the Create Individual builder.

            See Also

             
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