Ideas - Salesforce Trailblazer Community
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Financial Services Cloud: Relationship Map for Direct Contacts

The Relationship Map feature in Financial Services Cloud does not support the standard Account-Contact data model. The Contact therefore needs to be linked to a different Account inorder to create the association on the relationship map, alternative… Show more

0 comments · 2 months ago

50  Points
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Financial Services Cloud: Advanced Currency Management

Financial Services Cloud needs to support Advanced Currency Management. It seems strange the financial industry solution does not support dated exchange rates.

0 comments · 2 months ago

1,170  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

8 comments · 1 year ago

370  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

320  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 · 1 year ago

110  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

3 comments · 1 year ago

10  Points
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Document StandardValueSet API names for Financial Service Cloud Objects

When attempting to pull the metadata for a `StandardValueSet` the package.xml file does not allow for "*" selection of items to pull. There is documentation of the specific names of standard value sets for standard objects in Sales/Service… Show more

0 comments · 1 month ago

50  Points
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Salesforce Surveys - Ability to Send an Invitation From Contact/Lead

In the Summer 19 release, there is an action available on Contact and Lead detail pages that lets you create a Survey Invitation linked to the Lead or Contact. But the action simply provides a link that you have to copy and then paste into a manually… Show more

1 comment · 7 months ago

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Salesforce Surveys - Allow Email Template to use Participant Id as the Recipient

The Survey Invitation record has a Participant Id field, which can be a Lead Id, Contact Id, or Person Account Id.¬†Using Survey Builder, you can send a single email to a manually selected recipient. The recipient can be a Lead, Contact, or Person… Show more

0 comments · 7 months ago

40  Points
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Salesforce Survey - Make the Question Displayed in Email Functional

In Survey Builder, you can create an email template that either shows a link button to the Survey or a question in the survey. The question, however, is strictly an "image" display that is a link to the survey. When you click on the… Show more

0 comments · 7 months ago

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