Post an Idea
450  Points
Open
Idea has been posted. 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

180  Points
Open
Idea has been posted. Give it an upvote or downvote.

Logging Emails to Household or having them roll up to household in FSC

After months of going back and forth with Salesforce, it has been concluded that because FSC works differently to the other platforms, emails can't be logged to or rolled up to household from contact/account.  This is important as the household… Show more

1 comment · 9 months ago

1,150  Points
Open
Idea has been posted. Give it an upvote or downvote.

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

7 comments · 1 year ago

590  Points
Open
Idea has been posted. 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.

11 comments · 1 year ago

110  Points
Open
Idea has been posted. Give it an upvote or downvote.

Allow Profiles other than System Administrator to "Analyze" Salesforce Surveys

Salesforce Surveys uses a "BuilderApp" to create, edit, and analyze surveys. Currently, the BuilderApp is ls launched from an Edit button on the Survey Version record page. Apparently, the Edit button is part of a special page layout… Show more

3 comments · 1 year ago

10  Points
Open
Idea has been posted. Give it an upvote or downvote.

Document StandardValueSet API names for Financial Service Cloud Objects

When attempting to pull the metadata for a `StandardValueSet` the package.xml file does not allow for "*" selection of items to pull. There is documentation of the specific names of standard value sets for standard objects in Sales/Service… Show more

0 comments · 5 days ago

50  Points
Open
Idea has been posted. Give it an upvote or downvote.

Salesforce Surveys - Ability to Send an Invitation From Contact/Lead

In the Summer 19 release, there is an action available on Contact and Lead detail pages that lets you create a Survey Invitation linked to the Lead or Contact. But the action simply provides a link that you have to copy and then paste into a manually… Show more

1 comment · 6 months ago

50  Points
Open
Idea has been posted. Give it an upvote or downvote.

Salesforce Surveys - Allow Email Template to use Participant Id as the Recipient

The Survey Invitation record has a Participant Id field, which can be a Lead Id, Contact Id, or Person Account Id. Using Survey Builder, you can send a single email to a manually selected recipient. The recipient can be a Lead, Contact, or Person… Show more

0 comments · 6 months ago

40  Points
Open
Idea has been posted. Give it an upvote or downvote.

Salesforce Survey - Make the Question Displayed in Email Functional

In Survey Builder, you can create an email template that either shows a link button to the Survey or a question in the survey. The question, however, is strictly an "image" display that is a link to the survey. When you click on the… Show more

0 comments · 6 months ago

170  Points
Open
Idea has been posted. Give it an upvote or downvote.

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

8 comments · 1 year ago

1 to 10 of 104 | Next