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10  Points
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Show attached pictures with thumbnail view

Show attached pictures with thumbnail view as they are crucial to judge the job completion and Mgr needs to quickly grasp what is achieved through pictures. Since you are expected to attach multiple files, such as work orders and sales floor photos… Show more

0 comments · 6 days ago

240  Points
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Salesforce Surveys - Provide a way to determine average scores on surveys

Responses showto Salesforce Surveys are stored in the Survey Question Response object. The problem is that all response as stored as a text field. So it is impossible to compute a "score" on a single response or to determine the average… Show more

11 comments · 1 year ago

20  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

80  Points
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Salesforce Survey - Allow Survey Email Templates to be Edited Normally

Survey Builder allows you to select, create, edit, and delete email templates that can be used to send SINGLE emails. Although these templates are stored as normal email templates, the templates are not available outside of Survey Builder. They… Show more

0 comments · 1 year ago

20  Points
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Put an "Edit CSS" button in Salesforce Surveys branding page.

I need the ability to further customize the branding of Salesforce Surveys through CSS. The limited functionaly of the Branding page may cause use to look elsewhere for a survey platform.

0 comments · 1 month ago

280  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

260  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

470  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

30  Points
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Path Settings for Residential Loan Object

Currently there is no option to do path settings for Residential Loan Application object. Where as this is available for majority of the objects and all custom objects. As residential loan application follows a sales journey , Path settings is a must… Show more

0 comments · 4 months ago

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

Customizable "Convert to Patient" List View (Candidate Patient-> Person Account)

This static custom visualforce page list view needs more options to be customizable. At the moment you can't do any adjustments. Please add at least a filter button and the option the "Select Fields to display". Show more

0 comments · 13 days ago

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