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

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

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

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

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

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

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

Document StandardValueSet API names for Financial Service Cloud Objects

When attempting to pull the metadata for a `StandardValueSet` the package.xml file does not allow for "*" selection of items to pull.There is documentation of the specific names of standard value sets for standard objects in Sales/Service… Show more

3 comments · 1 year ago

Ability to Edit any DataRaptor as JSON

It would be useful to edit a part of DR, whether it is mappings or formulae as JSON. For example when I am testing functionality in a random DR and then want to copy the (say 26 formulae) created in the main DR, I still need to do this manually -… Show more

0 comments · 1 year ago

Dataraptor Version Control Enhancement

Version control in Dataraptor will be a important feature for the big size vlocity development team where developer knows ,who changes ,what .Please consider this is a very critical enhancement and support to fix in upcoming release.   Thanks,… Show more

0 comments · 2 years ago