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300  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 · 10 months ago

340  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 · 10 months ago

30  Points
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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 years ago

290  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

2 comments · 1 year ago

30  Points
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Lead/Referral Conversion of Person Accounts and Business Accounts with Merging

Since FSC uses the Leads Object for Referrals, oftentimes a referral will be created for an existing business client. If Person Accounts is activated, it is not possible to convert the Referral and merge both the Business Account and the Person… Show more

0 comments · 7 months ago

180  Points
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FSC Action Plans with Task Dependencies

Action Plans in Financial Services Cloud should support Task dependencies. In most real-world scenarios, a dependecy is required. As an example, take a New Client Onboarding workflow: A task for submitting paperwork to the custodian should not be… Show more

0 comments · 7 months ago

50  Points
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Please introduce Super Householding in Financial Services Cloud.

Please introduce Super Householding in Financial Services Cloud. That is, introduce a rol up feature from one household (HH) to a superhousehold or SHH (so that HH to SHH becomes N:1).  Any ideas on how to achieve this via customization that this is… Show more

0 comments · 1 year ago

400  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

100  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."

2 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.

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

0 comments · 3 months ago

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