Known Issues · Financial Services Cloud

Modal spinner for Household Group edit will not render on the top panel when inside Console Application

Financial Services Cloud

Loading Spinner renders behind the Household Group Edit panel leaving the Household Group Edit screen unblocked during group relationship edits. The Issue is only observed in Console Application

In Review ·Reported By 3 ·Updated Yesterday

Console tab refreshes do not refresh FSC packaged components.

Financial Services Cloud

Console tab refreshes are not updating the active FSC packaged components like relationship map or household member list.

In Review ·Reported By 2 ·Updated Yesterday

Null pointer exception when running GroupAssignmentBatchable if target records are missing parent relationship.

Financial Services Cloud

Null pointer exception when running GroupAssignmentBatchable if target records are missing parent relationship.

In Review ·Reported By 2 ·Updated 2 days ago

'id value of incorrect type' error when creating an Action Plan for Opportunity through Process/Flow or Trigger

Financial Services Cloud

'id value of incorrect type' error when creating an Action Plan for Opportunity through Process/Flow or Trigger

In Review ·Reported By 0 ·Updated 5 days ago

FinancialAccountList component View All link displays FAR related list instead of related FAs

Financial Services Cloud

Using the Financial Account List component to show records of a custom record type for Financial Accounts or a standard record type if you click on the link "View All" at the bottom of the component from a Household Account you will see a page "No items to display" as it takes you to the page for Financial...

In Review ·Reported By 22 ·Updated 9 days ago

Household roll-up summary does not support Shared Activities

Financial Services Cloud

When the "Allow Users to Relate Multiple Contacts to Tasks and Events" setting is enabled under Feature Settings | Sales | Activity Settings you may notice that Client Tasks and Events do not roll-up to Households. This is a current limitation.

In Review ·Reported By 22 ·Updated 14 days ago

FSC Summer 19 Error when changing the Primary Member of a household FinServ:Too many DML statements: 1

Financial Services Cloud

When trying to change the Primary Member from one member of the household to another in Summer 19 you will receive an error "FinServ:Too many DML statements: 1."

In Review ·Reported By 11 ·Updated 19 days ago

Campaign Member List View filter not working as expected

Campaigns , Financial Services Cloud , Health Cloud

When viewing the list of Campaign Members, if the customer selects more than one filter option the list returns with no results. When only one filter option is chosen it works as expected.

No Fix ·Reported By 0 ·Updated 22 days ago

Referral components in Financial Services Cloud are not visible for custom Referral record type

Financial Services Cloud

As per the Financial Services Cloud implementation guide, custom referral record types are supported in FSC: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_admin_config_referrals_record_type.htm However the referral...

In Review ·Reported By 1 ·Updated 27 days ago

Error when adding multiple CCRs to a Household at once

Financial Services Cloud

Users will see the following error when adding multiple Contact-Contact Relationship (CCR) records at once: Only person accounts can be added as members of a household.

In Review ·Reported By 1 ·Updated 27 days ago

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