Creating insightful reports is a core aspect of leveraging Salesforce Financial Services Cloud (FSC), especially when it comes to displaying both household data and person account details in a single view. This process often puzzles users who want a holistic look at their data but aren’t sure how to bridge the gap between these related records. Here’s a step-by-step guide to accomplishing this by creating a custom report type and building your desired report.
To start, head over to the Setup menu. Click on the gear icon in the upper right corner and select Setup. Use the Quick Find search to type in “Report Types” and select the appropriate option.
From here, you’ll add a new custom report type:
After saving, you’ll need to add another object to your custom report type. Select Contact Relationships as the related object, ensuring your configuration requires each Account to have at least one Contact Relationship. Save these settings to finalize your custom report type.
Navigate to the Reports Tab: Click to create a new report.
Select Your Custom Report Type: Pick the custom report type created in Step 1, then start the report.
Set Filters:
Group Data: Choose to group the report by Account Name to view household groupings and their respective members.
Customize Columns: Add any relevant data fields you want to capture, such as Billing Address or other person account data.
Save and Run the Report: Save your customized report and run it. You’ll see all households and, under each, their associated members and related information.
This straightforward approach provides the flexibility financial services organizations need to create meaningful, actionable reports from their Salesforce environment.
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