financial-account-setup SKILL.md skillA
financial-account-setup from pranavnagrecha/awesomesalesforceskills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add pranavnagrecha/awesomesalesforceskills/financial-account-setup@v1.0.0Pins v1.0.0 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- pranavnagrecha/awesomesalesforceskills
- Path
skills/admin/financial-account-setup/SKILL.md- Versions recorded
- 2
- Latest version
- v1.0.0, committed Aug 14, 2026
- First version recorded
- Apr 7, 2026
- Size
- 19,395 bytes
- Repository stars
- 19
- License
- a license file GitHub does not identify
Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup behavior. Triggers: configure financial accounts in FSC, set up financial account roles Financial Services Cloud, FSC household balance rollup not working, add holdings to financial account, FinancialAccountType picklist setup, FSC brokerage or…
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Financial Account Setup Use this skill when configuring Financial Services Cloud (FSC) financial accounts and their related data model — account types, holdings, financial goals, account roles, and household rollup behavior. This skill covers the end-to-end setup of the `FinancialAccount` object (API name: `FinServ__FinancialAccount__c` in managed-package orgs, `FinancialAccount` in Core FSC Winter '23+ orgs) and all directly dependent objects. This skill does NOT cover standard Salesforce Account objects, Revenue Cloud, or Accounting Subledger. When you see "financial account" in a non-FSC context, do not activate this skill. --- ## Before Starting - **Confirm the FSC packaging model.** Managed-package FSC orgs use the `FinServ__` namespace (e.g., `FinServ__FinancialAccount__c`). Core FSC orgs (General Availability since Winter '23) use standard API names without the namespace (e.g., `FinancialAccount`). Mixing the two naming conventions in code or metadata will cause deployment failures. …
Read the whole file at its exact version.
How to install
mdr add pranavnagrecha/awesomesalesforceskills/financial-account-setup@sha256:048a66858fca3fe5The line at the top of this page pins the label v1.0.0, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_zvr533lhft3fxpqz)
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Versions
The registry has recorded 2 versions of this file, between Apr 7, 2026 and Aug 14, 2026, about one every 129 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| v1.0.0 latest | 2026-08-14 | 25df1fd | 19,395 B | A | view · diff |
| v1.0.0 | 2026-04-07 | 5b2f5d4 | 19,405 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (19395 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
pranavnagrecha/awesomesalesforceskills · 19 stars · license a license file GitHub does not identify · pushed 2026-10-20 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_zvr533lhft3fxpqz GET https://markdownregistry.com/api/v1/resolve?ref=pranavnagrecha/awesomesalesforceskills/financial-account-setup GET https://markdownregistry.com/api/v1/blob/048a66858fca3fe51f07efccc6ce5650d07a1714197883880561786ccbe5e71d
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.