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 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 You can’t delete a household or group or make it inactive.
From a client or business profile, click the Relationships
tab.
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.
For the account name, enter the household name (for example, Claire Johnson Household).
Leave the other fields empty.
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.
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