Your wealth advisors can create households faster by using only the primary member and account details, then add members, related accounts, and related contacts as relationships deepen — helping them start financial planning right away.
Where: This change applies to Lightning Experience in Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition.
Why: Previously, creating a household was a time-consuming process that required many clicks and extensive prerequisite information. This new simplified process eliminates lengthy forms and upfront data entry, helping your advisors spend more time building client relationships.
How: From the App Launcher, search and select Accounts. Click New Household, provide the details, and save the changes.