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50  Points
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Lucille Wurtz

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

20  Points
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Shadrack Limbua

Financial Deals and Branch management objects not available in community

Financial Deals are crucial in helping agents generate opportunities that might translate to Sales. Branch management is important not only for managing the structure of your network but also in routing leads to the right agents based on branches.… Show more

0 comments · 12 days ago

100  Points
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Idea has been posted. Give it an upvote or downvote.

Gregory Ackermans

Active flag of Insurance Policy Statuses

When configuring Insurance Policy Statuses, it is possible to define if the status represents an active or inactive status for the policy. However, when trying to deploy the metadata related to Insurance Policy Status, this "Inactive" flag… Show more

0 comments · 26 days ago

70  Points
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Angelique Caspe

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 · 3 months ago

30  Points
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Joshua Cameron

Multiple Policy Entry

Our office is finding it difficult to run accurate reports in regards to the number of policies held with each insurance and investment provider because we cannot enter multiple policies under a single client contact. We have been resorting to… Show more

0 comments · 2 years ago

20  Points
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Idea has been posted. Give it an upvote or downvote.

Sanne Kjær Sørensen

Change Data Capture - add Claims as a object

Pls add Claims object (Financial Service Cloud) as an object on  Change Data Capture Or we have to build a trigger

0 comments · 5 months ago

40  Points
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Idea has been posted. Give it an upvote or downvote.

Andre Dupont-Moguel

Create a set of objects in Financial Service Cloud for Life Insurance

Currently:Financial accounts has an "Insurance" record typeBut this solution does not enable the users (in this case representatives that sell life insurance) to create Multiple Participants linked to Multiple coverages.The proposed… Show more

1 comment · 5 months ago

20  Points voting closed
Delivered in Winter 21
Delivered in Winter 21

Tom Bassett

Support for Standard Component: 'Client Record Detail' on Salesforce Mobile App

Out of the box in Financial Services Cloud the standard Account Lightning Page uses the Client Record Detail component to display the record details instead of the normal, Record Detail component.This componet is not supported on the mobile app,… Show more

1 comment · 1 year ago

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