Good afternoon, I'm requesting your support to implement relationships between accounts in Financial Services Cloud (FSC). Specifically, I need to establish links between business accounts and personal accounts, without using the standard Contact or ContactAccountRelationship objects.
I have explored the following alternatives:
1. AccountAccountRelationship ObjectI searched for this object as a native solution, but it's not available in the standard FSC version I'm working with. I haven't been able to identify the process to enable it.
2. Digital ExperiencesDuring my research, I found that activating this functionality should provide options to relate accounts to each other. However, when I enabled it in my instance, these options don't appear available.
3. Custom DevelopmentI considered creating a custom AccountAccountRelationship object, but I'm concerned that this implementation might generate conflicts with native FSC functionalities or future components. @* Financial Services Cloud *
Are you using Person Accounts in the org? Why are you wanting to avoid using the ContactAccountRelationship object? In my experience, this is standard to use with FSC to tie a business Account and a Person Account using a role to denote how they are related. AccountAccountRelationship Object is used to tie a business Account with a non-Person Account so you would receive an error trying to tie a Person Account to a non-Person Account in this object.