Known Issues · Financial Services Cloud

Financial Account List component does not show records for all Joint Owners

Financial Services Cloud

Financial Account List component does not show records for all Joint Owners. It will only show Financial Accounts where the Client is listed in the Joint Owner field of the Financial Account.

In Review ·Reported By 1 ·Updated 3 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 3 days ago

NullPointerExceptions occur when Account Contact Relationships have no rollups options selected

Financial Services Cloud

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 7 ·Updated 4 days ago

All Day Event Does Not Respect User Timezone in Lightning Scheduler

Lightning , Financial Services Cloud , Winter 20

When a resource marks a working day in their calendar as an all day event via the all day check box Lightning Scheduler does not take into consideration the resources timezone. This results in missing times slots in lighting scheduler even though no calendar events exists for the specific appointment...

In Review ·Reported By 1 ·Updated 4 days ago

Member Role Picklist field Values get cut-off when editing group details from the Relationship tab

Financial Services Cloud

Member Role Picklist field Values get cut-off when editing group details from the Relationship tab

In Review ·Reported By 15 ·Updated 13 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 27 ·Updated 18 days ago

Invalid conversion from runtime type Datetime to Date attempting Insert/Update FinServ__FinancialAccount__c.FinServ__LastTransactionDate__c value

Financial Services Cloud

Below exception shows up from Financial services package as seen from debug logs when user tries to insert/update FinServ__FinancialAccount__c.FinServ__LastTransactionDate__c(of datatype datetime) field for any FinServ__FinancialAccount__c record: "System.TypeException: Invalid conversion from runtime...

In Review ·Reported By 0 ·Updated 19 days ago

'Assigned To ID: value not of required type' error when creating an Action Plan from template

Financial Services Cloud

'Assigned To ID: value not of required type' error when creating an Action Plan from template

In Review ·Reported By 4 ·Updated 25 days ago

Winter '20 Error when creating Action Plan Template

Financial Services Cloud

When creating an Action Plan Template in Winter '20 if the user does not have Read access to the Action Plan Template Package Config object an error will be displayed: "Review the errors on this page."

Fixed - Winter '20 Patch 10.0 ·Reported By 1 ·Updated 28 days ago

Creating Action Plan in Winter '20 fails with Required fields are missing: [ActionPlanType]

Financial Services Cloud

Creating ActionPlans in Winter '20 with ActionPlanTemplates published in Summer '19 fails with Error Required fields are missing: [ActionPlanType]

Fixed - Winter '20 ·Reported By 0 ·Updated 2019-10-14

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