---
schema_version: "1"
id: 987c3865a5401b72cac7f2d115347932d11bb3f826e321524c24e0e30a666328
title: Create Client Households with Minimal Information
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_households_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_households_create.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6ccc9afe7b0e0c2e33664362dbcad11049b70d9fcc5122d8516a5013987b97d8
description: 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.
products:
  - Cross Cloud
release: "262"
---
# Create Client Households with Minimal Information

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.

#### See Also

- [_Salesforce Help:_ Create a Household](https://help.salesforce.com/s/articleView?id=ind.fsc_households_create.htm&language=en_US)