A financial services company wants to track different categories of financial accounts in its org.

The Financial Account data model already provides the structures required to represent different classes of financial products. Salesforce defines Financial Account record types for categories such as bank accounts, checking accounts, savings accounts, credit cards, mortgages, loans, HELOCs, and investment accounts. Therefore, an administrator should use Financial Account record types to represent the required categories rather than introducing a redundant custom Type picklist.

To present those accounts on the customer ' s Account record page, the administrator adds the Financial Account List component to the Lightning page. The component supports configuration based on Financial Account record types, allowing separate component instances to display different categories.

Accordingly, the administrator can place multiple Financial Account List components on the customer page and configure each one for the relevant category. Creating additional Account lookup fields is unnecessary because Agentforce Financial Services already provides its financial-account ownership and relationship model. The correct solution therefore uses the existing component, record-type architecture, and per-component filtering rather than duplicating relationships or classification fields.