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  • Chris Pitirri
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SOLVED
4 replies

Best Practices for using the Financial Services Cloud Tax ID to store individual SSN, or should we create a custom SSN field?

My team isn not sure if using the OOB FSC Tax ID to store the individual SSN was the what the field was meant for. We need to determine if Tax ID should be used and if we need to delete our custom field.
SOLVED
4 replies

Best Practices for using the Financial Services Cloud Tax ID to store individual SSN, or should we create a custom SSN field?

My team isn not sure if using the OOB FSC Tax ID to store the individual SSN was the what the field was meant for. We need to determine if Tax ID should be used and if we need to delete our custom field.