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190  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

2 comments · 3 years ago

360  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 · 1 year ago

90  Points
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Error when clicking the 'View All' link in Financial Services Cloud

Users see the following error after clicking the View All link for a component within Financial Services Cloud . "Unfortunately, the related list you're trying to view isn't in the layout. Please get in touch with your administrator.… Show more

1 comment · 1 month ago

10  Points
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Ability to prevent AppExchange Packages from being installed

As the Director of Security and Compliance for a large Healthcare company it would be highly beneficial to be able to prevent the installation of AppExchanges packages in our Salesforce Orgs.  We have around 100 total Salesforce orgs managed across… Show more

0 comments · 1 month ago

120  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. 

2 comments · 1 month ago

330  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???

2 comments · 2 years ago

170  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

1 comment · 2 years ago

380  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

3 comments · 2 years ago

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

Make Birthday Card (FSC) available to use for Person Accounts

Right now the Birthday Card component from Financial Services Cloud does not support Person Account. So the component can only be used for Contacts (the field on Contact called: Birthdate), but it would be nice to have it available for the field on… Show more

2 comments · 1 year ago

140  Points
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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

7 comments · 1 year ago

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