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            Create a Household from a Client Profile (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Create a Household from a Client Profile (Managed Package)

            Capture the full richness of a client’s relationships by adding multiple households. If you can’t add a client to more than one household, ask your Salesforce admin to enable the multiple relationship groups custom setting. 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. From a client or business profile, click the Relationships tab.
            2. Do one of the following.
              • In the Primary Group section, click New.

                If the client has a primary group, it appears as the section name. You can edit the primary group. A client can have only one primary group.

              • On the relationship map, click + Add Group.
              • In the Relationships Group section, click New.
            3. For the account name, enter the household name (for example, Claire Johnson Household). Leave the other fields empty.
            4. Click Save & Next.
            5. To add other members and relationships, see Add Household Members and Relationships (Managed Package).

            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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