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690  Points
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Enable Financial Account Team in FSC

It will be great to have team concept enabled for Financial Accounts so that Users who are part of the team or Owners and working for that particular Financial Account as part of Household/Relationship or Clients (Individuals) will be only be able to… Show more

19 comments · 4 years ago

50  Points
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Enable option to display Accounts in Compact Density in Financial Services Cloud

If you select a Display Density of Compact instead of Comfy in Financial Services Cloud (FSC) and view an Account or Person Account it still displays in Comfy mode. If you view other objects such as the Opportunity or Financial Account it does… Show more

0 comments · 6 days ago

570  Points
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Logging Emails to Household or having them roll up to household in FSC

After months of going back and forth with Salesforce, it has been concluded that because FSC works differently to the other platforms, emails can't be logged to or rolled up to household from contact/account.¬† This is important as the household… Show more

5 comments · 2 years ago

530  Points
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Add ability to set default sort for custom FSC related list components

Similar to this other idea (https://success.salesforce.com/ideaView?id=0873A0000003aizQAA), we'd like to see the ability to set a default sort order on FSC's custom related list components to maximize the view of the 6 that show in the window… Show more

0 comments · 3 years ago

570  Points
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Add ability to filter custom related list components by additional fields

In looking at the native FSC components "Financial Account List" and "Financial Account Role List", we'd like to see the ability to filter these components by Financial Account Status added. In using FSC for an insurance… Show more

0 comments · 3 years ago

410  Points
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Relationship Map - Allow Businesses to be added to Relationship Groups

FSC allows us to create custom Group Record Types. It would be helpful to be able to add Businesses and other non-Person entities to a relationship group, rather than seeing them as "Related Accounts."

3 comments · 3 years ago

110  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

4 comments · 2 years ago

50  Points
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Household Lookup Field on Activities Should Not Clear Out a Value in FSC

Financial Services Cloud has a Lookup field as part of the managed package called "Household" on the Activity object which the package populates with a Household Account automatically by FSC's code when there is a Name relationship to… Show more

1 comment · 1 year ago

430  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

9 comments · 11 months ago

430  Points
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Allow Action Plans to be Edited when Action Plan Template is Deactivated

Currently, if an update needs to be made to an Action Plan Template, since you aren't allowed to make updates/edits to an Action Plan Template in a 'Published' status you must do the following: Create a new Action Plan Template either by… Show more

2 comments · 11 months ago

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