Known Issues · 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
In Review ·Reported By 2 ·Updated 7 days ago
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
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 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
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
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 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
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
No Fix ·Reported By 15 ·Updated 2020-02-14
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