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300  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

1,360  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

500  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

90  Points
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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

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

Add custom fields to Care Plan Templates for use when applying templates to case

Currently, the Health Cloud functionality of Care Plan Templates allows the entry of several, default fields.  Our business requirements require us to add extra fields to Care Plan Templates that can then be propagated to created tasks when the care… Show more

0 comments · 1 year ago

20  Points
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Auto Link Retail Stores to Retail Store Groups using some Dynamic SOQL filter

Retail Store Groups in Consumer Goods cloud helps to group Retail Stores in order to help use various Consumer Goods cloud product functionalities. Based on the current capability of Consumer goods cloud product the Retail Store Groups is very flat… Show more

0 comments · 8 days ago

20  Points
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Lightning Flow to setup Assessment Tasks in Consumer Goods Cloud

Currently if a Business User need to setup a new Action Plan Template, Assessment Tasks for a given Retail Store/Retail Store Group they need to navigate to multiple Salesforce Screens which is time consuming and confusing as many screens are… Show more

0 comments · 8 days ago

10  Points
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Enable Remark for each assessment task in Mobile app

Currently, we can define multiple assessment task and when a user performing a visit, have to perform all those task.  In such scenario, if some of task are not performed/ performed but no inputs taken, then the user should be provided a Remarks… Show more

0 comments · 9 days ago

10  Points
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Enable the Quantity capture for multiple SKU for Order taking in Mobile

Currently in Salesforce mobile application, when the user performs the visit for Order taking, the app provides options to capture the quantity for each product. But for the same product, order should be captured for multiple SKU such piece, case,… Show more

0 comments · 9 days ago

30  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 · 2 months ago

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