Salesforce Known Issues

Known Issues · Financial Services Cloud

Receiving error when creating new action on Action Plan Template Item Assessment Indicator

Financial Services Cloud

Upon going to Object - 'Action Plan Template Item Assessment Indicator' in Sandbox, when clicking 'New Action' in "Buttons, Links and Actions", receiving an error "Object Name: bad value for restricted picklist field: ActionPlanTmplItmAssessmentInd".

Scheduled - Summer '20 ·Reported By 0 ·Updated 3 days ago

Multiple household members can be designated as Primary when users do not have Read access to all household members.

Financial Services Cloud

Multiple household members can be designated as Primary when users do not have Read access to all household members.

In Review ·Reported By 4 ·Updated 4 days ago

In Financial Services Cloud language translations are not available for Global Value Set

Financial Services Cloud

In Financial Services Cloud language translations are not available for Global Value Set (Countries, Languages, and Product List). The following field does not have language translations Object: Contact 1. Country Of Birth 2. Primary Citizenship 3. Secondary Citizenship 4. Primary Language 5....

In Review ·Reported By 0 ·Updated 5 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 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 36 ·Updated 6 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 35 ·Updated 11 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 5 ·Updated 11 days ago

Unable to add Person Account to Relationship Map on Household Edit Screen

Financial Services Cloud

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 4 ·Updated 11 days ago

View All link on Client Activities component in Financial Services Cloud does not work for Person Accounts

Activities , Financial Services Cloud

When using the Client Activities component in Financial Services Cloud within lightning the 'View All' link will not work on Person Accounts.

In Review ·Reported By 3 ·Updated 11 days ago

On Lead Conversion, unhandled Apex exception is encountered (ENTITY_IS_DELETED) from Queueable FinServ.MoiIndividualService

Financial Services Cloud

When trying to convert Lead in Individual context, getting unhandled exception from MoiIndividualService class from FinServ package in Apex Jobs Error: Update failed. First exception on row 0 with id [AccountId]; first error: ENTITY_IS_DELETED, entity is deleted: []

In Review ·Reported By 2 ·Updated 11 days ago

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