Known Issues · Financial Services Cloud

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 0 ·Updated 12 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 7 ·Updated 14 days ago

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 13 ·Updated 17 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 23 ·Updated 2019-08-12

FSC Summer 19 Error when changing the Primary Member of a household FinServ:Too many DML statements: 1

Financial Services Cloud

When trying to change the Primary Member from one member of the household to another in Summer 19 you will receive an error "FinServ:Too many DML statements: 1."

In Review ·Reported By 13 ·Updated 2019-08-12

Null pointer exception when running GroupAssignmentBatchable if target records are missing parent relationship.

Financial Services Cloud

Null pointer exception when running GroupAssignmentBatchable if target records are missing parent relationship.

In Review ·Reported By 2 ·Updated 2019-07-24

Modal spinner for Household Group edit will not render on the top panel when inside Console Application

Financial Services Cloud

Loading Spinner renders behind the Household Group Edit panel leaving the Household Group Edit screen unblocked during group relationship edits. The Issue is only observed in Console Application

In Review ·Reported By 3 ·Updated 2019-07-23

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 2019-07-23

'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 0 ·Updated 2019-07-19

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 22 ·Updated 2019-07-10

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