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580  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

2 comments · 14 days ago

170  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 · 1 month ago

250  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???

1 comment · 9 months ago

70  Points
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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 · 1 month ago

30  Points
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Joined Report Format in Ligtning UI

It would be nice to have the ability for Lightning UI to have the same feature as Classic for the Joined report format option.

1 comment · 1 month ago

10  Points
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Ability to set different default subtabs by profile or app within Health Cloud

If there are 2 different apps within the same Org it would be great to be able to define which subtabs (All Care Plan, Househould, Timeline, etc) are available (if any) by default by App or by Profile.  Currently settings for subtabs are done at the… Show more

0 comments · 16 days ago

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

4000 char limit for all text fields in Macro Lightning

In most text fields, you can insert up to 4,000 characters. Some text fields, like Text Area, have smaller character limits. Macro Lightning should not be limited to 4000 characters.  Please increase the limit

0 comments · 21 days ago

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

Household roll-up summary does not support Shared Activities

When the "Allow Users to Relate Multiple Contacts to Tasks and Events" setting is enabled under Feature Settings | Sales | Activity Settings, then have Client Tasks and Events roll-up to their respective Households. A majority of client… Show more

0 comments · 1 year ago

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

Implementing a Standard functionality for Accidental alerts

To Implement a functionality in Health Cloud for accidental Alerts. Scenario: A person has just met with an accident.Just after couple of minutes  an ambulance  drives him to Hospital to utilize the time where he is taken to hospital .This time can… Show more

0 comments · 1 month ago

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