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60  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???

0 comments · 13 days ago

140  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

0 comments · 4 months ago

10  Points
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Create States for Financial Holdings

Financial Holdings currently do not have a state, which means that once a financial holding/position is exited, the only course of action is to delete this data. This is a dangerous action, but without deleting it, there's no way to denote that a… Show more

0 comments · 1 month ago

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

Health Cloud tabs - refresh option

Hello, Today you cannot refresh the care plan tab unless you close and reopen it from the patient card. This is not really ideal. Can we have an option, like we have in today's LEX console version to refresh tabs separately? thanks

0 comments · 2 months ago

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

Health Cloud Care Plan - custom buttons

Hello, Today on the care plan tab you can create a new task or new problem. It would be great to have the ability to add other custom buttons, let's say to create other types of events that are relevant for the patient's care and timeline.… Show more

0 comments · 2 months ago

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

Timeline view configuration - allow multiple entries for same object

hello, Currently you can add nice icons to indicate certain events to the timeline view. However this can only be one per object. In our business case we use the care plan task to store multiple type of events, some more serious/severe/important then… Show more

0 comments · 2 months ago

90  Points
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Health Cloud Developer instance

With the new Health Cloud product that has been released, it would be good if an administrator was able to sign up for a free developer instance to help enhance their knowledge of how this system works and how it differentiates to the normal Sales… Show more

0 comments · 1 year ago

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

Allow manual Candidate Patient Creation

hello, this idea is to have the ability to manually create Candidate Patient records in HC. At this moment you cannot use the HC Candidate Patient tab but would need to add the standard Candidate Patient tab to the console. Although it is a… Show more

0 comments · 2 months ago

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

Allow Multiple Active Care Plans on Health Cloud Console

Currently the Health Cloud Console only displays the "Primary" Care plan selected on the Account Record, however in our company we can have multiple care plans active at a time assigned to different social workers. We want the health cloud… Show more

1 comment · 3 months ago

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

Allow custom fields to the Task Creation layout from Care Plan tab

Today you cannot add any custom fields to the Creat Task layout when you click on Create Task from the Care Plan tab. It would be great to have this feature like we do now in the Task List view on the same tab.

0 comments · 2 months ago

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