Known Issues · Financial Services Cloud
In Summer'19 Orgs, Task/Event layouts deployment fail with error: "Cannot use field:WhatId in RelatedContent section." when orgs have either Health Cloud or Financial Services Lending or Financial Services Insurance add-on enabled
Scheduled - Summer '19 Patch 7.0 ·Reported By 4 ·Updated Yesterday
Member Role Picklist field Values get cut-off when editing group details from the Relationship tab
In Review ·Reported By 11 ·Updated 4 days ago
NullPointerExceptions may occur when ACRs have no rollups options selected and when rollup recalculations are invoked via the FinServ.GroupAssignmentBatchable() batch apex.
In Review ·Reported By 5 ·Updated 4 days ago
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 4 days ago
Adding a Person Account to an existing household/Group, we do see a success toast message, but the Person Account is not showing up in the Relationship Map.
In Review ·Reported By 0 ·Updated 4 days ago
“Add To Group” toggle is disabled on Edit Household Members screen when they are trying to add Account which is Member’s Business or Trust to their Household
In Review ·Reported By 3 ·Updated 13 days ago
Console tab refreshes are not updating the active FSC packaged components like relationship map or household member list.
In Review ·Reported By 2 ·Updated 13 days ago
Delegated Admin users without "Manage Users" OR "Assign Permission Sets" permissions receives a blank popup error when assigning any "License" permission set such as "Financial Services Cloud Standard"
In Review ·Reported By 2 ·Updated 2019-04-19
When creating a new Individual from the Add Relationship component of a Household and selecting to include that Individual in the household the end result may be that the individual was created but not added to the household. This is an intermittent issue and only affects the FSC Person Account Mode...
In Review ·Reported By 2 ·Updated 2019-04-18
Unable to create standard household using "Add Group" functionality on the Relationship Map component when there is a custom household record type added.
In Review ·Reported By 3 ·Updated 2019-04-03
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