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140  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 · 5 months ago

1,000  Points
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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 · 1 year ago

320  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 · 8 months ago

280  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 · 8 months ago

320  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 · 8 months ago

260  Points
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Idea hasn't met the 2,500-point review threshold. 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.

6 comments · 8 months ago

110  Points
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Salesforce Surveys - Provide a way to determine average scores on surveys

Responses showto Salesforce Surveys are stored in the Survey Question Response object. The problem is that all response as stored as a text field. So it is impossible to compute a "score" on a single response or to determine the average… Show more

4 comments · 8 months ago

370  Points
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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 · 2 years ago

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

FSC Action Plans - Extend to Lead Object too

In large financial organizations, like my client, they often need ActionPlan Templates for Leads and Referrals and not only Accounts.  I would love to see the ActionPlans be extended to create plans and templates for the Lead/Referral object in FSC.… Show more

4 comments · 1 month ago

10  Points
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Multiple Account Addresses

The standard FSC product does not include basic address fields required by the financial services industry. Shipping Address and Billing address is standard in the product, but standard for FSC should include Legal Address, Mailing Address, and… Show more

0 comments · 16 days ago

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