Set Up Clients, Households, and Relationships (Managed Package)
Create records for clients, households, and their extended network of relationships so that you maintain a rich, holistic view of your book of business.
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 |
- Create a Client or Prospect (Managed Package)
Financial Services Cloud gives you two ways to create clients or prospects. - Add Education Details (Managed Package)
You can store details about a client’s education history. - Add Employment Details (Managed Package)
You can store details about a client’s employment history. - Add Identification Documents (Managed Package)
You can store details about documents used to identify a client. - 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. - 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. - Add Household Members and Relationships (Managed Package)
Add members to a household, and relate businesses, trusts, and other people to the household members. Define how to summarize the members’ activity and financials at the household level. - Add an Extended Relationship to a Client or Household (Managed Package)
Better visualize clients’ relationships with people outside of their household. Track the other professionals who advise clients about their financial lives. Also track clients’ affiliations with owned businesses and other organizational entities.
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