Households versus other group types and primary group membership
Key Takeaway
A person can belong to a household and other groups at once, but their information rolls up only to the one group where their membership has "Primary Group" selected.
In Agentforce Financial Services, a group ties people and businesses together so you can see a customer's financial circle in one place. A household, meaning a family and its connections, is one kind of group. Other groups can represent trade associations, boards or top customers. Each group membership records the role a person plays in the group. The Primary Group setting on a membership picks the single group that the person's information rolls up to.
Why groups exist
The Person Account object is enough when your work focuses on individual clients. Services such as wealth management also need family relationships, so Agentforce Financial Services has a built-in way to track households and other groups.
A group gives an overall view of its members by rolling up their information to the group.