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290  Points
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Relationship Map - Allow Businesses to be added to Relationship Groups

FSC allows us to create custom Group Record Types. It would be helpful to be able to add Businesses and other non-Person entities to a relationship group, rather than seeing them as "Related Accounts."

2 comments · 1 year ago

50  Points
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Logging Emails to Household or having them roll up to household in FSC

After months of going back and forth with Salesforce, it has been concluded that because FSC works differently to the other platforms, emails can't be logged to or rolled up to household from contact/account.  This is important as the household… Show more

1 comment · 5 months ago

360  Points
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Add ability to filter custom related list components by additional fields

In looking at the native FSC components "Financial Account List" and "Financial Account Role List", we'd like to see the ability to filter these components by Financial Account Status added. In using FSC for an insurance… Show more

0 comments · 1 year ago

90  Points
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Error when clicking the 'View All' link in Financial Services Cloud

Users see the following error after clicking the View All link for a component within Financial Services Cloud . "Unfortunately, the related list you're trying to view isn't in the layout. Please get in touch with your administrator.… Show more

1 comment · 16 days ago

190  Points
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FSC Action Plans with Task Dependencies

Action Plans in Financial Services Cloud should support Task dependencies. In most real-world scenarios, a dependecy is required. As an example, take a New Client Onboarding workflow: A task for submitting paperwork to the custodian should not be… Show more

0 comments · 9 months ago

10  Points
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Ability to prevent AppExchange Packages from being installed

As the Director of Security and Compliance for a large Healthcare company it would be highly beneficial to be able to prevent the installation of AppExchanges packages in our Salesforce Orgs.  We have around 100 total Salesforce orgs managed across… Show more

0 comments · 10 days ago

120  Points
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Add Edit and Clone functions to Action Plan Templates

Currently an Action Plan Template cannot be edited or cloned once the template has been published.  Instead the Action Plan Template is deactivated and a new template is created manually.  This is a very time consuming process. 

2 comments · 20 days ago

330  Points
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Support Duplicate Management in Financial Services Cloud

Duplicate Management is a powerful and crucial feature for Financial Services users to avoid creating duplicate data. FSC already has so much baked in...but why not Duplicate handling???

2 comments · 2 years ago

170  Points
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Idea has been posted. Give it an upvote or downvote.

Household roll-up summary does not support Shared Activities

When the "Allow Users to Relate Multiple Contacts to Tasks and Events" setting is enabled under Feature Settings | Sales | Activity Settings, then have Client Tasks and Events roll-up to their respective Households. A majority of client… Show more

1 comment · 2 years ago

380  Points
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Idea has been posted. Give it an upvote or downvote.

Provide meaningful error message regarding FinServ triggers

FinServ objects ( FinancialAccount , FinancialAccountRole, AccountAccountRelationship, ContactContactRelationship, etc .... ) seems full of triggers and nobody has any idea what happens inside it. When something is wrong, the message is always the… Show more

3 comments · 2 years ago

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