Salesforce Known Issues

Known Issues · Financial Services Cloud

Task/Event layouts deploy with error: "Cannot use field:WhatId in RelatedContent section."

Metadata , Change Sets , Financial Services Cloud , Health Cloud , Summer 19

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

Financial Services Cloud

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 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 5 ·Updated 4 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 4 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 0 ·Updated 4 days ago

Add To Group toggle is disabled on Edit Household Members screen

Financial Services Cloud

“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 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 13 days ago

Delegated administrators will get a blank popup error when trying to assign any "License" permission set such as "Financial Services Cloud Standard"

Platform , Financial Services Cloud

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

Financial Services Cloud - Creating a new Individual through the Add Relationship component may not add the individual to the household

Financial Services Cloud

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

Financial Services Cloud

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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