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We have regular bulk creations of tasks that are created on the financial account. We are trying to get the task to be on the financial account, but rollup to the household as well. I have confirmed all our standard rollup settings are marked to rollup objects and activities from the financial account to the person account and then to the household. But it is not working. Is there an automation or flow that is needed to make this happen? 

Why aren't my tasks rolling up to the Household

 

Screenshot 2026-07-29 090811.png

 

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1 answer
  1. Aug 6, 11:08 AM

    HI @Martin Dahlquist If the standard rollup settings are already enabled, no additional Flow is normally required. Activity rollups only work when the task is related through the expected relationship (for ex : the Related To (WhatId) points to the Financial Account and the Financial Account is correctly linked to the Person Account and Household). If tasks are being created in bulk through automation or an integration, verify that the WhatId and related records are populated correctly. If everything is configured correctly and the rollup still doesn't occur, it may be a limitation of how the tasks are being created or a product-specific issue worth checking in the debug logs or with Salesforce Support.

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I have a question about action plan tasks. When you use the action plan functionality it creates a task. How do you differentiate between "Normal" Tasks and action plan tasks? 

This is mainly for reporting against action plan tasks vs non-action plan tasks and using it down the line.

 

@* Financial Services Cloud *

7 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Dec 8, 2021, 6:13 PM

    Hello,

     

    There doesn't appear to be a standard or packaged field for these purposes.

     

    However the Task Object does have a relationship to the Action Plan Item Object.

     

    When a Task is created as a result of a Item a Record in this Object is created and the Task is stored in the ItemId field.

     

    Therefore using a Record Triggered Flow on Task Creation (or something similar) you could search for a matching Action Plan Item. If one is found you can then take the necessary action for example checkbox = TRUE.

     

    Thanks, Tom

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11 comments
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1 answer
  1. Khyati Mehta (InfinySkills) Forum Ambassador
    Jul 23, 3:57 PM
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Our lending teams use Opportunity Management in a very simplistic way to capture pipeline and funding details. We are looking at transitioning a Commercial Loan process that currently resides in another system into Salesforce. It is your basic Commercial Loan Onboarding: guarantors, co borrowers, fees, conditions, collateral, etc. I see there are additional FSC objects like Financial Deal and I'm wondering if anyone is using Financial Deals in addition to Opportunities. I don't want to overcomplicate the process by introducing a new and separate object, but it seems that this object is part of the new FSC Data Model.

2 answers
  1. Jul 18, 4:45 AM

    Ditto. I believe Financial Deal is the strongest fit when there's a requirement to collaborate/share sensitive data with participants.

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#Financial Services Cloud

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On FSC (Financial Service Cloud),  In order to enable specific sharing requirements We  have enabled Compliant Data Sharing (CDS) for Account, Finserv_FinancialAccount Object. Now, we need to implement same for Opportunity  & Case Object.   

for Opportunity Object, we have object called OpportunityParticipant for CDS. However, not able to find any documentation on how to implement same for Case Object.  

 

All I found is using CaseProceedingParticipant to implement CDS but that is for Public Sector standard Object (Case Proceeding) not for real Case object.  

2 answers
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2 answers
  1. Jul 22, 2025, 10:11 PM

    Just wanted to share this in case someone else is looking for a solution — I recently needed to mass assign Interest Tags to Accounts

    in the new Nonprofit Cloud, and here's what worked: 

     

    You can use the Topic and Topic Assignment objects to do this, no Apex or Flow required.

     

    ✅ Steps to Mass Assign Interest Tags:

    1. Open Data Loader
    2. Export all Interest Tags:
      • Select "Show All Salesforce Objects"
      • Choose the Topic object
      • Export to get the full list of Topic IDs (each Interest Tag is a Topic)
    3. Prepare your CSV for upload:
      • EntityId = the Account ID you want to tag
      • TopicId = the ID of the Interest Tag (Topic) you want to assign
    4. Insert into Topic Assignment:
      • Back in Data Loader, select Insert
      • Again, choose "Show All Salesforce Objects"
      • Select the Topic Assignment object
      • Upload your CSV

    That’s it! The tags will now appear on the Account records under the Interest Tags component. 

     

    Hope this helps someone down the line — worked great for us!

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