All Ideas

Idea Details

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

Multiple Account Addresses

Financial Services Cloud

The standard FSC product does not include basic address fields required by the financial services industry. Shipping Address and Billing address is standard in the product, but standard for FSC should include Legal Address, Mailing Address, and Seasonal Address.  The financial services industry requires we have our client's legal address and mailing address on file.  While I know we can change the field labels, it is imperative these fields are available for audit purposes.  If you intend to promote the FSC product, this is a basic requirement for multiple facets of the financial services industry; IE:  brokerage firms, banks, and those who offer trusts and managed investment products.  Kindly consider updating the out-of-the-box program to accommodate the financial services industry requirement.  Thank you.

Merge Idea · Flag

  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.