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            Explore Accounts Associated With an Interaction

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            3. Financial Services Cloud Admin Guide

            Explore Accounts Associated With an Interaction

            Use the new Interaction Related Account junction object to view all accounts for an interaction. Interaction Related Account is a junction between Interaction and Account objects. For each interaction, based on the interaction attendee details, the new junction automatically captures all accounts participating in that interaction. Then you can associate a role for each account. For example, whether the account is Primary, Legal, or Audit.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled.
            User Permissions Needed
            To explore accounts related to an interaction:

            Financial Services Cloud Extension OR FSC Sales

            Your admin must add the Interaction Related Account related list to the Interaction record page layout.

            View Interaction Related Account Records

            Add the Interaction Related Account related list to the Interaction record page layout. If you’ve enabled Einstein Activity Capture for Financial Services Cloud in Salesforce, modifying the interaction attendee details for an interaction automatically updates the Interaction Related Account related list. For example, when you remove an attendee from an interaction, the account details of that attendee is automatically removed from the Interaction Related Account related list.

            1. From the App launcher, find and select Interactions.
            2. From the Interactions list view, select the interaction for which you want to view all accounts related to that interaction.
            3. Click the Related tab and on the Interaction Related Account related list you can view all accounts related to that interaction.

            Prevent Duplicate Records for Interaction Related Account Objects

            You can create duplicate records for the Interaction Related Account object with the same AccountId and InteractionId fields. To manage duplicate records, you can create an Apex trigger or a record-triggered flow and effectively prevent duplicate entries.

            Add a custom field to the Interaction Related Account object that stores a unique text value. In your Apex trigger or record-triggered flow, combine the AccountId and InteractionId fields into a single text value. Use the unique text value to identify and block duplicate records before saving them to the database.

             
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