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320  Points
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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

1 comment · 2 months ago

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

Salesforce Survey - Allow Preview of Mobile Version of Survey

In the Survey Builder, you can preview your survey, but you are not able to preview it as rendered on a mobile device or tablet. Provide a way to preview the survey on different devices.

0 comments · 1 year ago

50  Points
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Allow manual Candidate Patient Creation

hello, this idea is to have the ability to manually create Candidate Patient records in HC. At this moment you cannot use the HC Candidate Patient tab but would need to add the standard Candidate Patient tab to the console. Although it is a… Show more

0 comments · 3 years ago

1,300  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

200  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 · 13 days ago

10  Points
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Allow adding record type in Financial Account List - FSC Component

When creating custom record type in Financial Account object and use it via the Financial Account List -Financial Service Cloud component on the lightning page, the new button opens all record type list screen asking user to select the record type.… Show more

0 comments · 3 days ago

430  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 · 1 year ago

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

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 · 3 years ago

240  Points
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Health Cloud Developer instance

With the new Health Cloud product that has been released, it would be good if an administrator was able to sign up for a free developer instance to help enhance their knowledge of how this system works and how it differentiates to the normal Sales… Show more

3 comments · 4 years ago

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

Healthcloud Console: Ability to configure what tab is opened

In the Healthcloud Console I would like to configure what tab is opened by default.   Right now the only option is to open to the patient detail tab.  We built a custom tab that is a "dashboard" of all actionable items for the patient and… Show more

1 comment · 2 years ago

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