Pearson Financial-Services-Cloud New Attempt

The following related lists are visible within Actionable Relationship Center (ARC) associated with the Account object:

• Client Financial Goals, which is a related list that displays the financial goals of the account, such as retirement, education, or debt payoff.
• Financial Holdings, which is a related list that displays the financial accounts of the account, such as bank accounts, investment accounts, or insurance policies.
• Household Financial Accounts, which is a related list that displays the financial accounts of the account’s primary group, such as household or business group.

To prevent the data import from creating duplicates when importing records from a system outside of Salesforce, you should use External ID. External ID is a custom field type that can be used to store unique identifiers from other systems. You can use External ID to match records during data import and avoid creating duplicate records in Salesforce. You can also use External ID to enable upsert operations, which can insert new records or update existing records based on the External ID value. Verified References: : Salesforce Help Article [5] : Salesforce Help Article [6]