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320  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

2 comments · 1 year ago

250  Points
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FSC - Have the Ability to Create Custom 'Referral' Record Types

I think a beneficial feature to have on Financial Services Cloud would be to have multiple Referral Record Types on the Lead Object.  Even though you can create record types on the Lead object for other types of referrals, referrals of the custom… Show more

1 comment · 11 months ago

10  Points
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automatically mark a technician absent every other saturday in FSL

I need to have like an automation where we can mark a technician every other saturday in FSL without using APEX trigger.

0 comments · 10 days ago

300  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 · 6 months ago

260  Points
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Add ability to set default sort for custom FSC related list components

Similar to this other idea (https://success.salesforce.com/ideaView?id=0873A0000003aizQAA), we'd like to see the ability to set a default sort order on FSC's custom related list components to maximize the view of the 6 that show in the window… Show more

0 comments · 6 months ago

300  Points
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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 · 6 months ago

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

FSC RBL updates without Error during Bulk Data Load of Financial Accounts

When a Financial Service Cloud ( FSC ) Individual or Household has multiple Financial Accounts updated or created via the Bulk API, the Rollup by Lookup ( RBL ) framework should process without a platform Error.   At minimum, the RBL framework need… Show more

4 comments · 10 months ago

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

Ability to disable the ability for users to delete accounts and contacts

I needed to be able to disable the ability for users to be able to delete contacts and accounts.  I unticked the delete option under their profile in object settings.  However unchecking delete then unchecks modify all and in turn then unchecks '… Show more

0 comments · 11 days ago

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

Mailing List Record Type/Page Layout

For those who use campaigns to track mailing list, I find it incredibly difficult to manage our mailing list members in this object/record type. I would love it if I was able to create a new record type with fields specifically designed for mailing… Show more

0 comments · 22 days ago

80  Points
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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 · 3 months ago

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