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160  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

390  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

1,020  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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

4 comments · 1 year ago

270  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

200  Points
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Allow Client Financial Goals to be Added for Business/Entity Clients

FSC offers Client Financial Goals to track goals and progress to those goals for Individuals as well as Households. Currently, there is a lookup filter on the "Primary Owner" field, which restricts the goals to be related to the Individual… Show more

4 comments · 1 year ago

290  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 · 9 months ago

320  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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 · 1 year ago

330  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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 · 9 months ago

330  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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 · 9 months ago

370  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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

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