Household Data Model & Restriction Rule Usage

This presentation addresses the challenge of modeling relationships between individuals and groups of individuals within the standard Sales Cloud functionality, using the scenario of a global apartment management company onboarding tenants to a new portal.

• Key points include:
• Salesforce’s standard objects and relationships, including the lack of native Account-Account or Contact-Contact relationships.
• OWDs (Organization-Wide Defaults) for Accounts and Contracts and their implications for sharing.
• Introduction of the “Household Account” concept (a standard Business Account associated with Person Accounts) and different contract types.
• Sharing Sets as the mechanism for granting access to Customer Community users.
• Detailed exploration of Account-Contact Relationships (ACRs), including setup and importance for sharing.
• Relating Person Accounts to Opportunities using Contact Roles.
• Creating custom report types for Account Contact Relationships.
• Security risks when relating Person Accounts to each other.
• Introduction to Restriction Rules, their limitations, supported objects, and effectiveness in the Household Model.
• A positive use case for Restriction Rules: showing only activated contracts.
• The presentation concludes with a “Thank You” slide and contact information.
• Overall, this presentation provides valuable insights for anyone working with Salesforce’s data model, especially in scenarios involving households or groups of individuals. It highlights the importance of understanding sharing mechanisms, potential security risks, and the strategic use of Restriction Rules.