Ideas - Salesforce Trailblazer Community
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470  Points
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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

10  Points
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Using formula in list view filters instead of hidden fields

It would be great to have the ability to create formula filters for list views of object records. An example would be to view cases opened by me, we will have to create a hidden formula field and use that field in the filter. If we can use global… Show more

0 comments · 4 days ago

250  Points
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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 · 10 months ago

160  Points
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Add Edit and Clone functions to Action Plan Templates

Currently an Action Plan Template cannot be edited or cloned once the template has been published.  Instead the Action Plan Template is deactivated and a new template is created manually.  This is a very time consuming process. 

6 comments · 5 months ago

610  Points
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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.

12 comments · 1 year ago

440  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

4 comments · 2 years ago

60  Points
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Healthcloud object "Business License" should allow reports!

The Business License managed object in health cloud is set to not allow reporting in the object definition. Because it's a managed object, we can not edit the object definition to Allow Reports.  Records that are business license records NEED to… Show more

0 comments · 28 days ago

10  Points
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Health Cloud and or Service Cloud supporting Payer - Practitioner CRM

There a gap in the CRM play, where a Payer manages complex relationships with both large group pratices and individual organizations. Payer(s) have disparate systems to service and manage their Provider population. Where Health Cloud is focussed on a… Show more

0 comments · 14 days ago

120  Points
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Allow Packaging of a Salesforce Survey

The only way to move a Salesforce Survey from a sandbox or developer org is to manually recreate the entire survey, questions, formatting, graphics, logic, everything in another org. This means you are testing your survey in your live production org… Show more

2 comments · 1 month ago

380  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 · 1 year ago

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