Known Issues · Financial Services Cloud
Using the Referrals create form component with the Person Account model of Financial Service cloud results in the company name being populated with the value of [not applicable]. Since the company name is populated it prevents the lead from being converted to a Person Account.
Fixed in version FinServ 216 ·Reported By 8 ·Updated 3 days ago
Users may see the following error when they edit an Account in Financial Services Cloud or Health Cloud: Unable to retrieve value INVALID_TYPE: sObject type 'PackageBooleanValue' is not supported The error will be intermittent.
Fixed in version HealthCloudGA 214.3 and FinServ 214.3 ·Reported By 7 ·Updated 3 days ago
Lead assignment rules cannot be triggered via the Create Referral Form component.
In Review ·Reported By 7 ·Updated 3 days ago
You may see the following error when you convert a Lead on an org with Financial Services package installed: System.DmlException: Update failed. First exception on row 0 with id 00Q50000020f4niEAA; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, FinServ.LeadTrigger: execution of AfterUpdate caused...
Fixed in version FinServ 206.0 ·Reported By 6 ·Updated 3 days ago
Users are unable to create non-Referral Leads when "Enable Referrer Score" is enabled.
Fixed in version FinServ 212 ·Reported By 5 ·Updated 3 days ago
Lead conversion in Financial Services Cloud (FSC) 'Individual' context: - 'Individual' always have Account/Contact records. - While converting a Lead, the Lead conversion creates a New Contact. - FSC back end code will merge these two records. This error happens during the merge of the two Contact...
Fixed in version FinServ 214 ·Reported By 3 ·Updated 3 days ago
Combined with FSC, when we complete a Lead update in the same method as the Database.convertLead call, the operation creates 1 Account + 2 Contacts.
Fixed in version FinServ 210.5 ·Reported By 3 ·Updated 3 days ago
Users on orgs using the Financial Services app may encounter a DMLException when converting a Lead into an existing Individual Account. This will typically happen in cases where the user is not the owner of the Account record.
Fixed in version FinServ 206.0 ·Reported By 2 ·Updated 3 days ago
Contact-Contact Relations (CCRs) is a custom object in the Financial Sales Cloud package, which is used to signify relationships between Contact records. When these records are inserted via Bulk API, invalid relationships may incorrectly result in records being created without a defined Reciprocal...
Fixed in version FinServ 204.1 ·Reported By 2 ·Updated 3 days ago
The Create Individual component doesn't display fields if default checked Record Type not manually selected.
In Review ·Reported By 1 ·Updated 3 days ago
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