household-model-configuration

household-model-configuration is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 86 tokens per session (3,998 once invoked), scanned A, original, Apache-2.0.

A setup guide for Salesforce Financial Services Cloud households, which group a person's financial accounts and relationships. It explains how household records, members, shared fields, and scheduled updates fit together.

In plain words
What is it for?
Use it to configure household record types, assign primary groups, link members, choose fields that roll up to the household, and schedule batch updates.
Why use it?
It helps prevent mixing this household model with Salesforce's nonprofit model, which can make data stop updating or disappear from expected views.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to configure household record types, assign primary groups, link members, choose fields that roll up to the household, and schedule batch updates.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/household-model-configuration
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill household-model-configuration
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for household-model-configuration

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/household-model-configuration/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/household-model-configuration)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/household-model-configuration"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/household-model-configuration/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for household-model-configuration

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/household-model-configuration"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/household-model-configuration.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 86 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,998 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00086 $0.03998
Opus 5 $0.00043 $0.01999
Sonnet 5 $0.00017 $0.00800
Haiku 4.5 $0.00009 $0.00400

Measured 9d ago against content hash 26d8d04ced29, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

household-model-configuration scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_household_model_configuration.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/household-model-configuration/SKILL.md · 199 lines

How it starts

The opening of the file, as written. The whole thing — 199 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Household Model Configuration

Use this skill when configuring or troubleshooting the FSC household data model — covering the Household Account record type, Person Account membership via AccountContactRelation, Primary Group designation, rollup field inclusion, and batch rollup scheduling. This skill is the canonical reference for understanding how FSC households differ architecturally from NPSP households and why mixing the two models causes silent data loss.


Before Starting

Gather this context before working on anything in this domain:

  • Confirm FSC packaging model. Managed-package FSC orgs use the FinServ__ namespace (e.g., FinServ__PrimaryGroup__c). Core FSC orgs (GA since Winter '23) expose these as standard fields without the namespace. Every field reference, SOQL query, and Flow must use the correct form or it will fail silently.
  • Confirm org provisioning date. Orgs provisioned before certain FSC releases do NOT automatically include all Rollups__c picklist values. Specifically, existing orgs must manually add values for Cases, Insurance Policies, and Opportunities. New orgs include a default set, but it may still be incomplete for custom object rollups.
  • Confirm NPSP is not installed. FSC and NPSP use incompatible household models. If NPSP is present, the FSC rollup engine and ACR-based membership are not reliable. These two platforms should never coexist in a production org without explicit Salesforce guidance.
  • Confirm Person Accounts are enabled. FSC households require household members to be Person Accounts. Individual (non-household) clients are Person Account records; the household itself is a standard Account with the Household record type.

Core Concepts

The Household Is a Standard Account Record

In FSC, a household is not a custom object. It is a standard Account record assigned the Household record type. This record type must be available on the Account object and associated with the correct FSC page layout and compact layout. The Household Account represents the financial unit — it holds the aggregated rollup data (total assets, liabilities, AUM, etc.) across all member Person Accounts.

Read the full file on GitHub · 199 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 199 lines · 86 tokens per session scan A 26d8d04ced29

Subscribe to this mod's changes

household-model-configuration is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 86 tokens to every session and 3,998 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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