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Household Snapshot Default Fields Reference

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Household Snapshot Default Fields Reference

Before customizing Household Snapshot, review the fields that appear by default in each section for your org's data model.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition

Primary Member Details

The Primary Member Details section shows contact information for the primary member of the household. These fields appear by default for both the standard objects data model and the Financial Services Cloud Managed Package data model.

  • Primary Member
  • Primary Phone
  • Primary Email

Account Details

The Account Details section shows key financial and relationship information for the household account. The fields that appear by default depend on your org's data model.

This table lists the default fields for each data model.

Section Standard Objects Data Model Financial Services Cloud Managed Package Data Model
Primary Member Details Primary Member, Primary Phone, Primary Email Primary Member, Primary Phone, Primary Email
Account Details Hidden until you select a field to be shown. Assets Under Management (AUM), Last Interaction Date
 
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