Known Issues · Financial Services Cloud
When the "Allow Users to Relate Multiple Contacts to Tasks and Events" setting is enabled under Feature Settings | Sales | Activity Settings you may notice that Client Tasks and Events do not roll-up to Households. This is a current limitation.
In Review ·Reported By 44 ·Updated 4 days ago
When trying to convert Lead in Individual context, getting unhandled exception from MoiIndividualService class from FinServ package in Apex Jobs Error: Update failed. First exception on row 0 with id [AccountId]; first error: ENTITY_IS_DELETED, entity is deleted: 
In Review ·Reported By 4 ·Updated 3 days ago
Using the Financial Account List component to show records of a custom record type for Financial Accounts or a standard record type if you click on the link "View All" at the bottom of the component from a Household Account you will see a page "No items to display" as it takes you to the page for Financial...
In Review ·Reported By 43 ·Updated 6 days ago
Default value for Association Type picklist does not respect the selected picklist value (custom or standard)
In Review ·Reported By 0 ·Updated 6 days ago
Unable to create an 'Update a Record' or 'Create a Record' action against the FSC object 'Insurance Policy' Error: Invalid Data. Review all error messages below to correct your data.
In Review ·Reported By 6 ·Updated 12 days ago
Adding a Person Account to an existing household/Group, we do see a success toast message, but the Person Account is not showing up in the Relationship Map.
In Review ·Reported By 11 ·Updated 17 days ago
API Name of Picklist value is displayed in the Related List of Action Plan for DocumentChecklistItem Object
In Review ·Reported By 16 ·Updated 18 days ago
Users are unable to find work order and work order line item available from time sheet entry formulas and validation rules.
Release In Progress - Summer '20 ·Reported By 2 ·Updated 20 days ago
When selecting the Month to Date (MTD), Quarter to Date (QTD), and Year to Date (YTD) options for the referral summary component in FSC values are not updating to reflect the correct number of referrals made for those selections.
In Review ·Reported By 0 ·Updated 24 days ago
'id value of incorrect type' error when creating an Action Plan for Opportunity through Process/Flow or Trigger
In Review ·Reported By 7 ·Updated 27 days ago
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