Скачать или смотреть 11. Financial Service Cloud: Customize Group Types and Roles

In Salesforce Financial Services Cloud (FSC), every client’s financial world extends beyond individual accounts—it includes families, households, business entities, and professional connections. To accurately represent these complex networks, FSC provides the ability to customize Group Types and Roles, ensuring that organizations can model real-world structures with precision.

By defining group types such as Households, Trusts, or Business Relationships and assigning meaningful roles like Spouse, Beneficiary, or Trustee, advisors gain a clearer view of how clients and their related parties are connected. This not only helps in providing personalized advice but also supports compliance, collaboration, and reporting across the client lifecycle. Customization empowers firms to go beyond the out-of-the-box setup, tailoring role definitions, roll-ups, and relationship maps to meet unique business needs. In this blog, we’ll walk through how to configure group membership, set up permissions, define group roles, and enhance record pages with relationship components so that advisors can unlock the full value of Group Membership in FSC.

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