Salesforce Known Issues

Known Issues · Financial Services Cloud

Community User with a License without Lead access is getting an error ("Invalid definition for null:Lead: ...") when trying to schedule using the "Inb

Flow , Financial Services Cloud

"Invalid definition for null:Lead: Access to entity 'Lead' denied" error message when a Community User whose License (Customer Community Plus) doesn't have access to Leads tries to schedule an appointment.

In Review ·Reported By 7 ·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 2 ·Updated 7 days ago

Location object inaccessible to non-Admin users in Financial Services Cloud enabled org

Financial Services Cloud

Location object inaccessible to non-Admin users in Financial Services Cloud enabled org

Scheduled - Spring '20 Patch 15.0 ·Reported By 1 ·Updated 13 days ago

Cannot create quick action on the 'Insurance Policy' object

Financial Services Cloud

Unable to create an 'Update a Record' or 'Create a Record' action against the FSC object 'Insurance Policy' Error: Invalid Data. Review all error messages below to correct your data.

In Review ·Reported By 1 ·Updated 14 days ago

Activating Critical Update Restrict Access to @AuraEnabled Apex Methods causes error from Financial Account Alert -FSC lightning component

Financial Services Cloud

Activating critical update- Restrict Access to @AuraEnabled Apex Methods for Authenticated Users Based on User Profile causes error from Financial Account Alert -FSC lightning component

In Review ·Reported By 1 ·Updated 20 days ago

Action and Recommendations Component Displays Error When Applied to Insurance Policy

Lightning , Financial Services Cloud

Attempting to apply the Action and Recommendations Component to Insurance Policy will result in an error within the component that states: This page doesn't support the Actions and Recommendations component

Scheduled - Summer '20 ·Reported By 1 ·Updated 21 days ago

Error generated when non admin users attempt to filter activities in Financial Services

Lightning , Financial Services Cloud

When non admin users attempt to filter activities within financial services an error will be generated as noted below: ui.services.connection.api.PartnerConnectionException: MALFORMED_QUERY: There is an implementation restriction on FinServ__Activities__r. When you query this relationship, security...

Fixed - Spring '20 Patch 11.0 ·Reported By 5 ·Updated 28 days ago

Approval History related list and Submit for Approval button not available for Residential Loan Application object

Financial Services Cloud

Approval History related list and Submit for Approval button not available for new FSC (Financial Service Cloud) Mortgage objects. Ex :-"Residential Loan Application" Object

Fixed - Spring '20 Patch 11.0 ·Reported By 1 ·Updated 28 days ago

FSC Referral Summary Component Values do not Update Correctly

Lightning , Financial Services Cloud

When selecting the Month to Date (MTD), Quarter to Date (QTD), and Year to Date (YTD) options for the referral summary component in FSC values are not updating to reflect the correct number of referrals made for those selections.

In Review ·Reported By 0 ·Updated 2020-02-26

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

No Fix ·Reported By 15 ·Updated 2020-02-14

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