Post an Idea
310  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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 · 1 year ago

40  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Allow Support for multiple Care Team Roles in Health Cloud Console

Allow having multiple types of Health Cloud users reflected in the care team role. Currently, users must be assigned to Case Team Role Care Coordinator in order to see their number of patients their are responsible for and their new patients in the… Show more

0 comments · 7 days ago

250  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

3 Decimal Places on the Interest Rate Field for FSC

The decimal place on the Interest Rate field on the Financial Account should be  3 decimal places. Currently, it is set to 2 decimal places which does not work when you have a rate like 4.375% which is quite common for banks. 

0 comments · 4 months ago

120  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Make Birthday Card (FSC) available to use for Person Accounts

Right now the Birthday Card component from Financial Services Cloud does not support Person Account. So the component can only be used for Contacts (the field on Contact called: Birthdate), but it would be nice to have it available for the field on… Show more

2 comments · 9 months ago

30  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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 · 1 month ago

310  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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 · 1 year ago

270  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. 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

2 comments · 1 year ago

130  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Delete Household (Group) to Household (Group) Relationship

On the relationship tree within FSC there isn't the ability to delete the relationship made when a Household (Group) to Household (Group) is related via Account to Account, but within the tree there is the ability to edit or delete the… Show more

0 comments · 1 year ago

110  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Support for Middle Name & Suffix in FSC

Currently Financial Services Cloud only supports First Name & Last Name fields in the Individual (Account & Contact) Name fields. Salutation, Middle Name, and Suffix are standard Salesforce fields that can be enabled and should be available… Show more

0 comments · 1 year ago

230  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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 · 4 months ago

1 to 10 of 73 | Next