Access inheritance across person accounts, households and financial accounts
Key Takeaway
Records shared through Compliant Data Sharing need a participant assignment on each record, so access to a parent such as a household doesn't reach them. Activities inherit sharing from their parent record, so use a confidential Interaction Summary for notes that only selected stakeholders should see.
Agentforce Financial Services stores clients as person accounts, groups them into household business accounts, and links them to financial accounts through relationship records. To design data access, you need to know how these records connect and which records get their sharing from a parent record automatically. You also need to know when to use Compliant Data Sharing to give access to specific people instead.
Clients and households
Each client is stored as a person account. A household is a business account. The business account counts as a household because it relates to a Party Relationship Group record with the type Household. Household members connect to the household through account-contact relationship records.
A person account can belong to several Party Relationship Group records at once, such as a household and a trade association. However, each person account can have only one primary group.