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40  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 · 6 days ago

60  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 · 17 days ago

30  Points
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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

0 comments · 12 days ago

120  Points
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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

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

Deeper Functionality for RMDs

It would be great if FSC included a bit more functionality around the RMD (Required Minimum Distribution) process. At least two of my clients (existing FSC customers) have asked for this. The widget for the home page is nice, but it's somewhat… Show more

0 comments · 4 days ago

720  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 · 4 months ago

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

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."

1 comment · 3 months ago

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

delete old household member relationship when HH member goes into new household

when a HH member move from the old household to a new household (from a divorce or a dependent establishing their own HH), the old "AccountContactRelation" record should be deleted rather than simply deactivated.   it confuses users to see… Show more

2 comments · 11 months ago

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

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 · 5 months ago

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

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 · 3 months ago

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