Salesforce Release Update 1.2: Advisor Driven Feedback – Household & Individual Ownership and Email Enhancements

To improve data accuracy, ownership clarity, and household-level communication, we’ve made important updates to how Household and Individual records are managed in Salesforce. These changes help ensure that the correct advisor is reflected as the record owner and that the Email Household functionality works as intended when communicating with clients. Together, these updates support more consistent client records, cleaner data, and more reliable household-level outreach.

Household and Individual Record Ownership

• Household and Individual record ownership must be manually assigned by the advisory team.
  • For split Rep IDs, advisors should update the record owner to reflect who will serve as the lead advisor.
  • Please note: Financial account ownership is automatically updated through our integrations and cannot be manually adjusted by the advisory team.

Email Functionality

• When linking Individual records to a Household, ensure the Email field on the Individual record is populated. This allows the Email Household button to correctly aggregate email addresses from the linked Individuals.
• The Primary Email field on the Household record is not tied to the email on the Individual record and can be adjusted by users as needed.
• When Individuals are linked as Household Members, their name, email, phone, and Email Opt Out status automatically populate on the Household.
• The Email Household button will include emails for all linked Individuals as long as:
  • Email Opt Out is not selected, and
  • The client’s Type is not marked as Former or Deceased.

If you have any questions please email salesforce@greatvalleyadvisors.com .

GVA Business Strategy