How to create a report in Salesforce FSC that contains both Household and Person Account Data?

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.

Step 1: Create a Custom Report Type

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:

• Primary Object: Choose the Account object.
• Report Type Name: Something clear, such as “Households and Household Members”.
• Category: Choose where you’d like this report to be stored.
• Deployment Status: Select Deployed so the report type is available for immediate use.

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.

Step 2: Build Your Household and Person Account Report

1. Navigate to the Reports Tab: Click to create a new report.
2. Select Your Custom Report Type: Pick the custom report type created in Step 1, then start the report.
3. Set Filters:Set the filters to All Accounts.
4. Set the created date to All Time.
5. Add a filter for Record Type to specifically show Household accounts.
6. Group Data: Choose to group the report by Account Name to view household groupings and their respective members.
7. Customize Columns: Add any relevant data fields you want to capture, such as Billing Address or other person account data.
8. 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.

Key Takeaways

• Custom report types are essential for blending household and person account data in Salesforce FSC.
• Filter and group data to tailor reports to your specific needs.
• Add additional fields as needed to surface the most useful insights.

This straightforward approach provides the flexibility financial services organizations need to create meaningful, actionable reports from their Salesforce environment.