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400  Points
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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

70  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 · 7 months ago

410  Points
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Enable Financial Account Team in FSC

It will be great to have team concept enabled for Financial Accounts so that Users who are part of the team or Owners and working for that particular Financial Account as part of Household/Relationship or Clients (Individuals) will be only be able to… Show more

17 comments · 2 years ago

20  Points
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Action Plans - field defaults

Allow for pre-poulating default field values when Users create an Action Plan: - StartDate (e.g. "TODAY()") - Name (allow for workflow that can leverage attributes of TargetId, to standardize record naming comventions) Also, in Action Plan… Show more

1 comment · 11 months ago

20  Points
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Action Plan Templates - assign Tasks to related Users

It would be very helpful to be able to select other related Users (e.g. Account or Opportunity Team members) as Task Owner when configuring an Action Plan Template. The current setup allows for only either the Action Plan Creator or a specific User… Show more

1 comment · 11 months ago

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

Action Plans - Automate Completion

When ActionPlan.Status is updated to 'Completed' or 'Canceled', delete all related open Tasks. And/or inversely, update ActionPlan.Status to 'Completed' when no realted open Tasks remain.

0 comments · 11 months ago

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

Salesforce Surveys - Allow Question Logic Navigation to Select Thank You Page

It would provide a better customer experience if survey responders could be taken directly to the Thank You page based on their responses. Right now, you have to add a dummy question at the end, immediately before the Thank You page.

10 comments · 1 year ago

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

Deeper Functionality for RMDs

It would be great if FSC included a bit more functionality around the RMD (Required Minimum Distribution) process. At least two of my clients (existing FSC customers) have asked for this. The widget for the home page is nice, but it's somewhat… Show more

0 comments · 1 year ago

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

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. 

5 comments · 2 months ago

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

Access new button on FSC financial account list components

Our users will never be able to ceate a new financial account from the new button; they will go through a business process to do so. We would like to use the FSC related financial account list components, but override the new button with a lightning… Show more

0 comments · 11 days ago

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