Transitioning from managed package to standard Financial Account objects
Key Takeaway
In the standard model, ownership comes from Financial Account Party records with a Role. The kind of account becomes the Type value, because the standard Financial Account object doesn't support record types.
Agentforce Financial Services can store financial accounts in two ways: in custom objects from its managed package, or in the standard Financial Account and related objects. Moving an org from the package objects to the standard ones takes a planned metadata and data migration, because the standard model spreads data across more objects and has its own limits.
How to turn on the standard objects
The standard objects are available in Lightning Experience on Professional, Enterprise, and Unlimited Editions. They don't require the Agentforce Financial Services managed package.
- Turn on the "Financial Account Management Standard Objects" setting.
- Give users access to the standard objects by assigning permission sets.
If the org also has the managed package installed, both sets of objects are visible after you turn on the setting. Use either the managed package objects or the standard objects consistently, and don't mix them when you set up financial accounts and related features.