Record types for client segments and financial account product lines
Key Takeaway
Use person account record types to give each type of client its own fields and page layouts. For product lines, use Financial Account record types if your org uses the managed package objects, or the Type field on Financial Account if it uses the standard objects.
Business requirements often say that different kinds of clients or accounts need to look different in Salesforce. Agentforce Financial Services handles client types and product lines in different places. Client types go in person account record types. Product lines, such as checking accounts and auto loans, go in Financial Account record types or in the Type field, depending on which Financial Account objects your org uses.
Person account record types for client segments
When a user creates a person account, Salesforce creates two records at the same time: an account and a contact. Person accounts are simple to turn on. After they're on, though, they can't be turned off again.
You can create different record types for person accounts. Each record type can use different fields and page layouts for a different type of client. For example, ultrahigh-net-worth individuals can get their own layout.
A credit union serves students and retirees as individual clients. The admin creates a Student record type and a Retiree record type for person accounts. The Student layout shows fields such as school name. The Retiree layout shows fields such as pension income. A member service rep who opens a retiree's record sees the retiree fields, not the student fields.
Record types aren't the only way to vary a page. You can also set a different page layout for each app. Use a person account record type when the difference follows the client. Use app page layouts when the difference follows the business line or team.