
SF ISV Architect
Prompt
"Provide a comprehensive architectural guide on how to design and implement a custom Household and Group data model in standard Salesforce Sales Cloud that replicates the core capabilities of Salesforce Financial Services Cloud (FSC) / Salesforce Industries. Please structure your response around the following areas: 1. **Data Model & Schema Design:** - Recommended object structure (e.g., standard `AccountContactRelation`, custom junction objects, Person Accounts vs. standard Account/Contact models). - Modeling reciprocal and peer-to-peer relationships (e.g., Spouse, Dependent, Lawyer, Beneficiary). 2. **Roll-up & Metric Aggregations:** - Strategies and tools (e.g., Apex, Flow, Rollup Helper/DLRS) to aggregate activities, pipeline, and custom data from individual members to the Household level. 3. **UI & Relationship Visualization:** - Approaches to visualize complex household hierarchies and indirect relationships on standard lightning record pages. 4. **Security & Sharing Architecture:** - Managing record access, implicit sharing, and visibility across household members. 5. **Comparison & Trade-offs:** - Key architectural differences, technical debt risks, and maintenance trade-offs when building this custom solution in Sales Cloud versus purchasing native FSC."