Ideas - Salesforce Trailblazer Community
Trailblazer Community
Post an Idea
120  Points
Open
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.

1 comment · 1 year ago

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

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

3 comments · 1 year ago

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

Deeper Functionality for RMDs

It would be great if FSC included a bit more functionality around the RMD (Required Minimum Distribution) process. At least two of my clients (existing FSC customers) have asked for this. The widget for the home page is nice, but it's somewhat… Show more

0 comments · 2 years ago

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

Health Cloud Patient Card refresh issue

Salesforce Health Cloud Patient Card does not get refreshed to display the new values when the pertinent fields get updated, unless the browser is refreshed. As per Salesforce Support team, Patient Card is a managed Health Cloud component, which… Show more

0 comments · 17 hours ago

1,450  Points
Open
Idea has been posted. Give it an upvote or downvote.

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

12 comments · 2 years ago

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

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

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

Ability to see 'Retail Stores' from Salesforce Mobile App

As today we don't have the ability to access Retail Stores from the Mobile App in Salesforce.  If, for example, we want to generate quick actions from mobile phone to add visits , add records for custom objects or so we cannot perform those… Show more

5 comments · 8 months ago

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

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.

4 comments · 7 months ago

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

FSC Action Plans with Task Dependencies

Action Plans in Financial Services Cloud should support Task dependencies. In most real-world scenarios, a dependecy is required. As an example, take a New Client Onboarding workflow: A task for submitting paperwork to the custodian should not be… Show more

0 comments · 2 years ago

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

Healthcloud object "Business License" should allow reports!

The Business License managed object in health cloud is set to not allow reporting in the object definition. Because it's a managed object, we can not edit the object definition to Allow Reports. Records that are business license records NEED to… Show more

0 comments · 1 year ago

1 to 10 of 174 | Next