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230  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 · 1 year ago

50  Points
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Ability to see future visits

At the moment the mobile app only shows the visits for today. Reps should to be able to see tomorrow (and the next day etc.) so they know what their week looks like.

0 comments · 18 days ago

500  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

19 comments · 3 years ago

70  Points
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Ability to create Assessment Indicator Definitions with Picklists or Checkboxes

When creating Assesment Indicator Definitions there are currently a select number of Data Types. It would be helpful to add the option to create picklists or even checkbox or radio buttons to allow further customizability and efficiency. 

0 comments · 20 days ago

60  Points
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Ability to reschedule visits from within the Mobile App

If a CG Cloud user can't get to a visit that day or their contact requests another meeting time, it would be great if they could change the visit date/time from within the Retail Execution tab within the mobile app.

0 comments · 20 days ago

40  Points
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Capture device geolocation on checkin

When starting a visit (checking in) the GPS coordinates of the device should be stored on the visit. This will allow exception reporting to see if there's a difference between the store location and the actual location that the visit is completed… Show more

0 comments · 19 days ago

210  Points
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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

10 comments · 1 year ago

330  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

20  Points
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User friendly interface for assigning visits to stores

'We need a user friendly interface for CG cloud admins to easly assign visits (and recurring visits) to multiple sales reps across multiple accounts

0 comments · 19 days ago

10  Points
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FSC - Wealth Management Mobile

With the mobile app now using Lightning features, it would be great if Wealth Management app would be applied to the mobile form factor instead of just desktop.  Our field agents use their mobile devices extensively and their go to app is Wealth… Show more

0 comments · 13 days ago

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