How to Report on Households & Person Accounts in Salesforce Financial Services Cloud (FSC)

Understanding the FSC Data Model & Relationships

Before we can report on data in Salesforce FSC, we must first understand the data points for each object and how objects relate to each other. For starters, let’s break down Person Accounts. Person Accounts are really an amalgamation of two objects — Contact and Account — that appear as one record in the user interface. In FSC, Person Accounts represent household members. As you would expect, Person Accounts get associated with a Household Account, but they don’t get directly related to the Household Account. Instead, Person Accounts get related to a Household Account via an intermediary object called Account-Contact Relationship (ACR). This intermediary object has two lookups — one to the Household Account and one to the Contact portion of the Person Account (hence the name).

This junction object has several key fields:

Why did Salesforce leverage a junction object instead of having Person Accounts related directly to the Household Accounts? Presumably for maximum flexibility to draw relationships between different people and households and to eliminate creating duplicate records. For example, Rachel Adams may be the head of household with her spouse, but she may also be a member of her parent’s household as a child or beneficiary. The junction Account-Contact Relationship object enables us to represent these many-to-many types of relationships. However, note the Primary Group field at the bottom of the image above. A Person Account can only have one primary group.

The relationship between the Adams Household and Rachel Adams is made by the Account-Contact Relationship.

While having the ACR object allows for maximum flexibility for denoting relationships in FSC, it makes Reporting more difficult. One tool that FSC offers is Rollups, or scheduled jobs that aggregate data from household members (i.e. Person Accounts) to the Household Account level. This aggregation takes place based on the Primary Group field we mentioned earlier, but there may be times when you want to build a report based on one data point from the Person Account combined with another data point from the Household Account. We’ll walk you through how to build a report that can leverage data points from both objects below:

Creating a Custom Report Type

1. To create the required custom report type, navigate to Setup. In the quick find, enter Report Types. Then click the New Custom Report Type button.

2. Define the Custom Report Type:

   1. For the Primary Object, select Contact.

   2. For the Report Type Label, enter Households with Person Accounts.

   3. Enter a Description and Choose Accounts and Contacts for the Report Category.

   4. For the Deployment Status, select Deployed.

Click next. On this screen, click to relate an object to Contacts. Select Account Relationships. Click next.

Under the Fields Available for Reports section, click the Edit Layout button.

On this screen, click the Add Fields Related via Lookup (#1 below) in the purple box in the right column. Then click Account Name (#2), then Select All (#3), then OK (#4). Note: In this step, we’re adding in the Account portion of the Person Account fields since it is really two objects in the backend database.

Then click Save.

Creating & Running the Report

1. Navigate to the Reports tab and click New Report.

2. Select the Household with Person Accounts Report Type, and then click Start Report.

3. Update the filters on the report to show the Person Accounts (Contacts) that you want. In this case, I’ll select All Contacts. Also, update the date filter to show All Time, or limit by your desired date range.

4. Now we can group the report by the Account Name by clicking the arrow next to the Account Name column header and selecting group columns by this field.

5. You can now add any data points you’d like.

1. To add Household fields, select fields under the Account Relationships section when searching columns. Then move that Household field to the left by dragging the field next to Account Name.

2. To add Person Account fields, select any field under the Contacts section (for example, mobile or email). Note that fields from the Account portion of the Person Account will be prefaced with “Account Name” (for example, Account Name: AUM).

In our finished report, we can see our Household fields in the left two columns with a gray background. The five right columns are fields from the Person Account (both the Account & Contact portions).

View the video version of this post below!