Adding records from Financial Services Cloud (Person Account) #312
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I'm attempting to add Financial Account records to the Timeline, but the relationship records aren't quite as binary as the one in the discussion at (#166). The Financial Account Name I want to add does have a relationship to Account, but it is via Lookup fields in the managed Financial Services Cloud package.
The only relationship fields to the Account are Lookup relationships for:
Our objective is to list any Financial Accounts where the Person Account is the Primary Owner, and have those displayed on the Timeline view for that Person Account based on the FinServ__OpenDate__c field as the Position Date Field. The Child Relationship Name for the Financial Account object is ClientFinancialAccounts, and I have represented it as FinServ_ClientFinancialAccounts__r in the Relationship Name field:
I know I'm missing something simple here. Can you provide any guidance on how I can successfully plot these Financial Accounts correctly? |
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Replies: 3 comments 2 replies
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Well.....like someone else posted on here...I figured out the issue I was having. I had changed from PersonAccount as the parent object on my original attempt and hadn't changed it back once I got the correct Relationship Name established. Once I did that, the Financial Account records showed up on the timeline. I knew it was something simple. I also didn't have the Relationship Name as plural.
Now...the schema design in this org is not optimal. They are using Leads (labeled Leads and Referrals) to record sales instead of utilizing the Opportunity object. I wasn't here when this discussion happened so I'm trying to move them into the mindset of using the Opp object to simplify things. Meanwhile, I need to show the Referrals, which is a record type on the Lead, on the timeline when they are completed. A Referral is considered a sale when it is completed. The lookup field to the Account object from the Lead is part of the Financial Services Cloud managed package. I want to show the Lead.RecordTypeName__c value on the timeline in the position of Completed_Date__c. This is what I'm using, unsuccessfully. The field "Related Account" on the Lead object is from the FinServ managed package, which is likely what is tripping me up.
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Glad you got the first part sorted. To plot related Leads based on your config I would go with... 
Note that the RecordType Name can come from standard fields. No need for a custom field (unless you want to use a formula field to aggregate record name and something else) I assume that Completed_Date__c is only populated when a Lead is completed so that any other types won't be plotted. As a reminder the relationship name comes from the config. In your field that's a lookup to the Account from the Lead you had RelatedLeads as the Child Relationship Name. In SOQL you need to add the package name and since it's a custom relationship (not standard) you'll need __r. So it becomes FinServ__Name__r. 
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Thanks for the response, Dave. I had tried that Relationship name before, but not with that value for the Detail Field. It seems to be working now. I was also able to get Cards to show up on the menu. I still need to dig a little deeper in to how the Cards object is utilized, though. Debit cards aren't showing for me yet, but that may be because I need a specific metadata type defined? |
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Salesforce has over 2,000 standard objects and over 20 industry packages. It's impossible for us to be across all their data models. If you include the relationship setup and the metadata setup we can help but you'll have to tell us how the objects relate to one another. From memory the Card object has a relationship to Account Holder - which is an Account record. So you could plot the related Cards to a Person Account. I am not sure where Debit Cards fit. |
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Credit Cards are technically externally serviced Financial Accounts, so they show up as mapped Financial Accounts on the timeline. That is expected behavior. Debit cards fall under the Card object. Debit cards have a lookup relationship to the PersonAccount
...and a master-detail to the Financial Account (e.g. Primary Checking).
I found the issue I was having and was able to get them showing on the timeline. I had left off the namespace from the object name. Thanks again for all of your assistance on these items. |
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Glad you got the first part sorted.
To plot related Leads based on your config I would go with...
Note that the RecordType Name can come from standard fields. No need for a custom field (unless you want to use a formula field to aggregate record name and something else)
I assume that Completed_Date__c is only populated when a Lead is completed so that any other types won't be plotted.
As a reminder the relationship name comes from the config. In your field that's a lookup to the Account from the Lead you had RelatedLeads as the Child Relationship Name. In SOQL you need to add the package name and since it's a custom relationship (not standard) you'll need __r. So it becomes FinServ__Name…