Household member roles on the Account Contact Relationship
Key Takeaway
Household roles are picklist values in the Roles field on the Account Contact Relationship object. During setup, you replace the standard Salesforce values with the roles your firm tracks.
In Agentforce Financial Services, users specify a customer's role within a household when they create the customer record. Examples are client, spouse, and dependent. The role is stored on the record that links the person to the household. Admins define the role values during initial setup so they match the types of household members the firm tracks.
Where household roles are stored
In the standard data model, a household is a business account. Each member is linked to the household account with an Account Contact Relationship record. The account counts as a household, not a business, because it is related to a party relationship group with the type Household.
Households work differently in the managed package. There, a household is an account of the Household record type. Confirm which data model the org uses before you design household setup.
When users create a customer record, they specify the customer's role within the household, such as client, spouse, domestic partner, or dependent. The role is a picklist value in the Roles field on the Account Contact Relationship object.
Because the role is stored on the Account Contact Relationship record that links a person to a household, each household membership carries its own role. If a person belongs to more than one household, each membership is a separate Account Contact Relationship record. Each of those records has its own value in the Roles field, so the person can hold a different role in each household.
A person account can belong to several party relationship groups at the same time, such as a household and a trade association, but it can have only one primary group.
Ana Costa is the client in the Costa Household. Her parents also named her as a beneficiary of their trust, so the firm links her to her parents' Mendes Household. Ana now has two Account Contact Relationship records. The record that links her to the Costa Household has Client in the Roles field. The record that links her to the Mendes Household has Beneficiary. Because each record carries its own role, a change to her role in one household leaves the other record unchanged.