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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

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

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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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

30  Points
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Easily Convert Business Contacts to Person Accounts

Create a simple function on the Record type field to change the record type of a business contact to a persona account without having to also convert the business account as well. Often times Financial Services providers use their B2B business to… Show more

1 comment · 3 months ago

30  Points
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Household Lookup Field on Activities Should Not Clear Out a Value in FSC

Financial Services Cloud has a Lookup field as part of the managed package called "Household" on the Activity object which the package populates with a Household Account automatically by FSC's code when there is a Name relationship to… Show more

0 comments · 8 months ago

290  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

1 comment · 1 year ago

270  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 · 2 years ago

480  Points
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Provide meaningful error message regarding FinServ triggers

FinServ objects ( FinancialAccount , FinancialAccountRole, AccountAccountRelationship, ContactContactRelationship, etc .... ) seems full of triggers and nobody has any idea what happens inside it. When something is wrong, the message is always the… Show more

4 comments · 3 years ago

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