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10  Points
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Complete Case records in PDF format via Lightning Experience

Our location (UCLA) works cooperatively with a centralized payroll for all of UC. Often times when I am identifying potentially systemic issues, I will need to attach complete cases notes/records to our partner office. To do this, I have to leave… Show more

0 comments · 19 hours ago

340  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

2 comments · 1 year ago

1,410  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

11 comments · 2 years ago

40  Points
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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 · 8 days ago

210  Points
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HIPAA Validation Feature for Health Cloud

HIPAA is a common healthcare industry process and We need out of box feature to support Hipaa Validation for all Health Cloud customers. This will enable quicker roll-out of Health Cloud implemnetations, end user adoption and productivity. Not to… Show more

0 comments · 4 months ago

90  Points
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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

2 comments · 9 months ago

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

"Refresh Tab" link in Lightning Console should refresh Custom Lightning Compts.

Currently, when a user clicks on "Refresh Tab" on a Lightning Console, Primary Tab or Subtab, only standard components are getting refreshed, but Custom Components remaing the same. The only workaround is to put custom code on a Utility… Show more

0 comments · 11 months ago

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

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

1 comment · 15 days ago

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

Activity Metrics in Producer

Einstein Activity Capture: Activity Metrics - FSC Activity Metrics fields can nowadays be used with accounts, contacts, contracts, leads, and opportunities. Producer isn't currently supported.  Producer is a standard object added in FSC… Show more

0 comments · 16 days ago

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

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 · 2 years ago

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