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40  Points
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Be able to see "Next Visit" in Overview section -Retail Execution App

When using Maps Advanced Visit Plans, for planning visits up to 3 month ahead, the coming store visits are already planned when you are visiting the Retail Store. As a part of the visit and before leaving the store, you want to make sure that the… Show more

0 comments · 8 days ago

40  Points
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Summarize Tasks within End Visit button

It would be great if a summary of tasks is displayed when the End Visit button is clicked on the mobile app. It can give users the chance to review the tasks and their status before adding a comment and ending the Visit. Show more

0 comments · 6 days ago

170  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

4 comments · 1 year ago

80  Points
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Retail Store should available as a related list to the Account Page layout

Retail Store cannot be added as a related list to the Account Page layout out of the box even though it is in Master Detail relationship to the Account.This helps in easy navigation from Account to Retail store directly.

1 comment · 2 months ago

360  Points
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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

2 comments · 3 years ago

520  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 · 2 years ago

1,500  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

14 comments · 3 years ago

470  Points
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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

460  Points
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3 Decimal Places on the Interest Rate Field for FSC

The decimal place on the Interest Rate field on the Financial Account should be  3 decimal places. Currently, it is set to 2 decimal places which does not work when you have a rate like 4.375% which is quite common for banks. 

0 comments · 2 years ago

20  Points
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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 · 7 days ago

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