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120  Points
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Health Cloud Developer instance

With the new Health Cloud product that has been released, it would be good if an administrator was able to sign up for a free developer instance to help enhance their knowledge of how this system works and how it differentiates to the normal Sales… Show more

1 comment · 1 year ago

30  Points
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Account name is not updated with Contact's middle name

Account Name is not getting updated with Contact's middle name. This has been tried with making changes to Industries Application Config custom setting for Account Name Format set to '{firstname} {middlename} {lastname}'. But still it is… Show more

3 comments · 1 month ago

160  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???

0 comments · 4 months ago

60  Points
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FSC Lightning Component related lists headers don't have hyperlink functionality

The header of all standard related lists in Salesforce is a hyperlink bringing the user to the view all page. The FSC lightning components which are built to look and act like related lists do not have hyperlinks in the header. This makes the lists… Show more

0 comments · 26 days ago

80  Points
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Enable Multi-User Calendar in Lightning

In small companies (including Financial Services) it's very common for Office/Sales/Marketing Assistants & Administrators to need access to calendars for everyone in their organization. This feature has been available in Classic for as long… Show more

1 comment · 8 months ago

200  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

1 comment · 8 months ago

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

Make Manage External Users button available on Individual Account Page

With Winter 18 the Manage External User button is available in Lightning. Unfortunately it is not possible to use this in Financial Services Cloud as it is only available on the Contact Record Page (Contact Page layout). Financial Services Cloud… Show more

1 comment · 1 month ago

50  Points
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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 · 3 months ago

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

Define sequencing order for Care Plan specific Goals and Tasks in Health Cloud

We feel there is a need to generate Care plan specific goals and tasks in a pre-defined sequence. Today the sequence of goals and tasks can only be controlled by their defined "priority" (e.g. high, medium, low) only . Secondly we also… Show more

1 comment · 1 year ago

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

Health Cloud Trail

It would be great if there was a Trail or Module available on the Health Cloud for those who were interested in learning more about it.  

0 comments · 2 months ago

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