Leverage Person Accounts for Financial Services Cloud

If you’re new to Financial Services Cloud, good news! You can now use either person accounts or the individual object model.

Use person accounts to store customer information in a single record in Financial Services Cloud. Person accounts bring together fields from Account and Contact to provide a completely customizable and simplified user experience. Plus, you get the added benefits of person account capabilities, such as duplicate management, Chatter following, and single-step sharing.

Financial Services Cloud enables person accounts in trial orgs by default. However, it’s easy to enable the individual object model with a simple setup step.

If you currently use person accounts in your org, you may have the option of upgrading to Financial Services Cloud without migrating to a new org.



Review your customizations (to components and triggers, for example) before upgrading to person accounts in Financial Services Cloud within your current org or in a new org.