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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 · 19 hours ago

330  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

40  Points
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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 · 8 days ago

30  Points
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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 · 9 days ago

380  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

280  Points
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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

0 comments · 17 days ago

470  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

210  Points
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Add Edit and Clone functions to Action Plan Templates

Currently an Action Plan Template cannot be edited or cloned once the template has been published.  Instead the Action Plan Template is deactivated and a new template is created manually.  This is a very time consuming process. 

7 comments · 1 year ago

40  Points
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Ability to create a Survey with Matrix/Rating Scale type of questions

We would like the option to create a Survey with Matrix/Rating Scale type of questions where I can provide a list of options for users rate (rate the following options from 1-10) or have a list and ask users to allocate the percentages for each… Show more

1 comment · 2 years ago

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

Financial Services Cloud Document Checklist Item object relate to custom objects

Financial Services Cloud Document Checklist Item standard object is available as related object to Account, Opportunity, ResidencialLoanApplication as of now.  Please make it available to custom objects as well.

0 comments · 1 month ago

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