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650  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

3 comments · 2 months ago

50  Points
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Healthcloud Console: Ability to configure what tab is opened

In the Healthcloud Console I would like to configure what tab is opened by default.   Right now the only option is to open to the patient detail tab.  We built a custom tab that is a "dashboard" of all actionable items for the patient and… Show more

1 comment · 8 days ago

10  Points
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In Progress Batches in Bulk Data load jobs

In Progress batches in Bulk Data load jobs are typically maxed round 30 batches.  is there anyway the in progress batches can be increased to 60 batches at a time ? 

1 comment · 5 days ago

130  Points
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Allow Client Financial Goals to be Added for Business/Entity Clients

FSC offers Client Financial Goals to track goals and progress to those goals for Individuals as well as Households. Currently, there is a lookup filter on the "Primary Owner" field, which restricts the goals to be related to the Individual… Show more

2 comments · 29 days ago

230  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

90  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 · 3 months ago

10  Points
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Relationship Map - Allow Businesses to be added to Relationship Groups

FSC allows us to create custom Group Record Types. It would be helpful to be able to add Businesses and other non-Person entities to a relationship group, rather than seeing them as "Related Accounts."

0 comments · 25 days ago

180  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 · 3 months ago

20  Points
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Allow for add'l Long Text box with HTML Text (bold, font, color) in Tasks

Ability to have additional long text box (255+ characters) in task allows you to easily see instruction of task and whether something changes as opposed to the primary note/instruction getting lost at the bottom of the comments.  Example:  Client… Show more

0 comments · 1 month ago

10  Points
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Reciprocal Role Should not clone external id

When i am inserting reciprocal role and adding inverse role, then financial service cloud is automatically cloning inverse record with external id of parent role.

0 comments · 1 month ago

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