Financial Services TestClass Account Insertion

Question

I am attempting to utilize Financial Services Cloud in Salesforce. One of the interesting quirks about it is that an Account insertion is immediately followed by a Contact insertion and both records share the same FinServ__IndividualId__c.

I am attempting to write a test class that requires testing this relationship, but I'm unable to insert a Contact record of type "Individual" and have a contact created through the managed package trigger and associated individual Ids. In fact, none of that happens. I just have an inserted account.

I have a commented-out section and that was another approach.

The result is Account:{Name=234, Id=0013D00000OAwXNQA1, FinServ__IndividualType__c=Individual, RecordTypeId=0126A0000008xahQAA}

Account a = new Account();
    Contact c = new Contact();
    c.LastName='fname?';
    c.FirstName='lname';
    insert c;
    //a.RecordTypeId = [SELECT DeveloperName, Id, SobjectType 
                      //FROM RecordType 
                      //Where SobjectType='Account' 
                      //AND DeveloperName='IndustriesIndividual'][0].Id;
    a.RecordTypeId=Schema.SObjectType.Account.getRecordTypeInfosByName().get('Individual').getRecordTypeId();
    a.Name='234';
    a.FinServ__IndividualType__c ='Individual';
    a.FinServ__PrimaryContact__c=c.Id;
    insert a;
    a=[Select Name, Id, FinServ__IndividualId__c, FinServ__IndividualType__c, RecordType.DeveloperName FROM Account Where Id=:a.Id];
    System.debug(a.RecordType.DeveloperName);
    System.debug(a);

Does anybody have any experience/suggestions with this?

I have attempted the following example: https://success.salesforce.com/issues_view?id=a1p3A000000mCmQQAU --with no success, including attempting the suggested work-arround.

Answer 1

It would appear by experimentation of @calebKuester that Financial Services Cloud assigns the value Account.FinServ__IndividualId__c in an asynchronous operation.

As such, the Test class should be modified to look like:

....
Test.startTest();
insert a;
Test.stopTest(); // runs FS Cloud async methods
a=[Select Name, Id, FinServ__IndividualId__c, FinServ__IndividualType__c,
          RecordType.DeveloperName FROM Account Where Id=:a.Id];
System.assertNotEquals(null,a.FinServ__IndividualId__c,'FS IndiviualID sb assigned when Account is inserted');
.. more asserts

Answer 2

cropredy pointed me in the right direction.

Solution is mostly here: https://developer.salesforce.com/forums/?id=906F00000008wViIAI