Hi guys, as some of you are no doubt aware Salesforce is moving most of the FSC managed package to core. Will SFDC provide guidance or let us know what the plan is for moving this forward?
3 answers
@Josh Rojas CFP I assume you are referring to this feature of the Summer '24 release?
Financial Account Management Standard Objects (salesforce.com)
We asked our Salesforce account reps for more information about this change, and were informed that:
"The main reason and advantage for moving to the standard objects is:
- Enhanced and Scalable data model for financial accounts & householding
- Faster Data loads (one time & ongoing)
- Additional complex use cases can be achieved with new data model (for ex: Rollup to multiple households, on the roadmap - Split & Merge households and more)"
We were also told that more guidance is coming.
