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1,580  Points
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FSC RBL updates without Error during Bulk Data Load of Financial Accounts

When a Financial Service Cloud ( FSC ) Individual or Household has multiple Financial Accounts updated or created via the Bulk API, the Rollup by Lookup ( RBL ) framework should process without a platform Error.   At minimum, the RBL framework need… Show more

16 comments · 3 years ago

140  Points
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Action Plan Template Type should be editable

The Action Plan Template object is not available in the Object Manager, and we are therefore restricted from creating new fields or editing existing ones on this object. Our list of action plan templates is growing rapidly, and it's starting to… Show more

6 comments · 8 months ago

60  Points
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Add Action Plan to Opportunity and Case Object

At the moment, Action Plan is only available as a component in the account page. It would be great if we can add this to opportunity and case object. Some of the use case that is provided in the release notes are managed through opportunities or… Show more

4 comments · 2 years ago

50  Points
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make Action Plan Template Status visible

When creating a list view for Action Plan Templates, it's currently not possible to leverage Status for filtering or display. You have to go into each individual Action Plan Template record to view which are Active, Draft or Obsolete.In order to… Show more

2 comments · 2 years ago

60  Points
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Path settings for Claim Items from FSC

Path settings is already available in Financial Service cloud but not all of its objects per this Article. Please make path available for other related objects like Claim Items.Thanks! Show more

1 comment · 11 days ago

10  Points
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Need Ability to View Field History for Document Checklist Item Standard Object

I can turn on field history tracking for the standard object Document Checklist Item, but currently there is no way to add History as a related list on the DCI page layout.  We need to be able to easily see this history for auditing purposes.

0 comments · 6 days ago

10  Points
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Action Plan Template Task not Sorted

Action plans created based on Action Plan Templates, but the tasks are not sorted.  This is becoming cumbersome for users who are viewing a long list of tasks that need to be completed.Adding a sorting feature on Action Plan Templates for Tasks and… Show more

0 comments · 8 days ago

150  Points
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Path Settings for Residential Loan Object

Currently there is no option to do path settings for Residential Loan Application object. Where as this is available for majority of the objects and all custom objects. As residential loan application follows a sales journey , Path settings is a must… Show more

1 comment · 1 year ago

20  Points
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Increase FSC support of Multi Currency

When working with FSC and Multi Currencies (here EUR and CHF), Family roll-ups display the correct amount but the currency symbol on the Family card is not correct (see screenshot) . The idea is to further support Multi Currencies in FSC so that… Show more

0 comments · 13 days ago

20  Points
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Report on Action Plan Items

We need the ability to report on Action Plan Items. It is currently only possible to report on Action Plans, but this gives our users very little insight, as they can basically only look at a list of various Action Plans and see if they are in… Show more

0 comments · 13 days ago

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