For advisory firms using Salesforce Financial Services Cloud (FSC), visibility into client interactions is crucial. However, Salesforce does not natively provide a consolidated activity view across all household members, objects, and activity owners. As a result, firms often struggle to see all interactions across household members in one place. In fact, we previously discussed these challenges in our blog, Improve Visibility of Activities in Financial Services Cloud, where we outlined several options to solve for fragmented activity tracking. The third option presented in the blog was our ShellBlack Household Activity Aggregator.
This scalable, purpose-built solution delivers true household-level visibility inside Salesforce FSC. If you migrated from Redtail or Junxure, or if your firm relies heavily on activity tracking to manage client service, this accelerator transforms Salesforce from a system of record into a true client engagement platform. Let’s take a deeper dive and review the core features and newest enhancements.
Core Features of the Household Activity Aggregator
Built specifically for financial services firms, this robust accelerator delivers a complete, aggregated view of all activities related to a household — regardless of where those activities live in Salesforce or which user owns them.
Key capabilities include:
- Aggregated activity view across all household members
- Ability to view activities related to standard and custom objects
- Advanced search functionality by:
- Activity Type
- Assigned To
- Due Date
- Status
- Subject
- Related Record
- Column sorting (ascending or descending)
- Pagination controls for record display
- Easy navigation across multiple pages
What’s New: Enhanced Filtering and Admin Control
We’ve expanded functionality to make household activity tracking in Salesforce even more actionable.
Activity Status Filtering — this allows advisors and service teams to quickly focus on what requires attention.
Users can now select:
- All Activities
- Open Activities
- Completed Activities
Activity Type Filtering — no more scanning through unrelated activity types.
Filter instantly by:
- Emails
- Events
- Logged Calls
- Tasks
Recurring Activity Controls — users can include or exclude recurring activities for a cleaner, more relevant engagement history.
Enhanced Administrative Customization — these updates improve usability without sacrificing governance or consistency.
Admins can now:
-
- Define column widths within the activity table;
- Select date format and sort order; and
- Associate Salesforce icons to Activity Types for immediate visual recognition.
FAQ: Household Activity Aggregation in Salesforce Financial Services Cloud (FSC)
Can Salesforce FSC show all household activities in one place?
No, not natively across all objects and owners. The ShellBlack Household Activity Aggregator provides a consolidated household-level activity view within a Lightning component.
How do registered investment advisors track engagement across all household members in Salesforce?
By implementing a household activity aggregation solution like our newly enhanced accelerator, activities can be consolidated across contacts, accounts, and related objects.
Does this work with custom objects in Salesforce?
Yes. Additional activities from both standard and custom objects can be defined and displayed in the component.
Turn Salesforce into a True Household Engagement Platform
Your advisors operate at the household level. Your customer relationship solution should too.
The Household Activity Aggregator for Salesforce FSC eliminates visibility gaps, strengthens oversight, and ensures every client interaction is accessible when it matters most.
If you’re ready to improve household-level activity tracking in Salesforce, contact us today to get started.
Author credit: Marnee Lott, Director of Marketing, ShellBlack