Add Members to a Household in ARC

Your users can now add a new or existing person account to a household in ARC. Previously, when they tried to add a member to a household from the Members relationship card, they were able to select or create a contact record only, which resulted in an error. This change enables users to successfully create account-contact relationships.

Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud is enabled.

How: From the Members relationship card, click New. Then create a person account or search for an existing person account.

Flow to add a new member flow prompts for person account information