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160  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

2 comments · 2 years ago

210  Points
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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 · 2 months ago

910  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 · 6 months ago

190  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 · 2 months ago

200  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 · 2 months ago

10  Points
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Comparing Data from multiple Orgs.

It would be great to have a UI based tool for comparing data between orgs . I work with a salesforce partner consultancy firm and we use different orgs for different stages of development . A UI based comaprison tool for data on multiple orgs would… Show more

0 comments · 20 days ago

10  Points
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Add custom fields to Care Plan Templates for use when applying templates to case

Currently, the Health Cloud functionality of Care Plan Templates allows the entry of several, default fields.  Our business requirements require us to add extra fields to Care Plan Templates that can then be propagated to created tasks when the care… Show more

0 comments · 21 days ago

50  Points
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Allow custom fields to the Task Creation layout from Care Plan tab

Today you cannot add any custom fields to the Creat Task layout when you click on Create Task from the Care Plan tab. It would be great to have this feature like we do now in the Task List view on the same tab.

0 comments · 1 year ago

50  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.

3 comments · 2 months ago

10  Points
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Ability to create a Survey with Matrix/Rating Scale type of questions

We would like the option to create a Survey with Matrix/Rating Scale type of questions where I can provide a list of options for users rate (rate the following options from 1-10) or have a list and ask users to allocate the percentages for each… Show more

0 comments · 1 month ago

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