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

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

Improve the FSC Relationship Map for business accounts

We find that the FSC Relationship Map is a great visual feature for our users to show account relationships. However, we also feel it's a bit neglected on the business account side of things. It should be possible to disable the Related Groups… Show more

0 comments · 11 months ago

Make Birthday Card (FSC) available to use for Person Accounts

Right now the Birthday Card component from Financial Services Cloud does not support Person Account. So the component can only be used for Contacts (the field on Contact called: Birthdate), but it would be nice to have it available for the field on… Show more

3 comments · 3 years ago

Multiple Account Addresses

The standard FSC product does not include basic address fields required by the financial services industry. Shipping Address and Billing address is standard in the product, but standard for FSC should include Legal Address, Mailing Address, and… Show more

0 comments · 2 years ago

Option to create Household/Spouse records when converting Lead to Person Acct

Currently the process to set up a person account, household and spouse is very manual:1. Converting a lead to a person account 2. Create the household relationship group3. Create a spouse lead record4. Convert the spouse record5. Add records to the… Show more

0 comments · 1 month ago

Disable Triggers in Financial Services Cloud

Within Salesforce CPQ and Salesforce Billing under Installed Packages you have a option to 'Configure' and as part of this you can Disable Triggers belonging to the packages. In Financial Services Cloud this functionality does not exist… Show more

2 comments · 1 year ago

Using formula in list view filters instead of hidden fields

It would be great to have the ability to create formula filters for list views of object records. An example would be to view cases opened by me, we will have to create a hidden formula field and use that field in the filter. If we can use global… Show more

5 comments · 1 year ago

Support for Middle Name & Suffix in FSC

Currently Financial Services Cloud only supports First Name & Last Name fields in the Individual (Account & Contact) Name fields. Salutation, Middle Name, and Suffix are standard Salesforce fields that can be enabled and should be available… Show more

0 comments · 4 years ago

Delete Household (Group) to Household (Group) Relationship

On the relationship tree within FSC there isn't the ability to delete the relationship made when a Household (Group) to Household (Group) is related via Account to Account, but within the tree there is the ability to edit or delete the… Show more

0 comments · 4 years ago