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Known Issues · Financial Services Cloud

FinancialAccountList component View All link displays FAR related list instead of related FAs

Financial Services Cloud

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 89 ·Updated 3 days ago

ActionPlanTemplateItemValue for Queue ownership stored as a ValueFormula using label. Reference will fail when Queue label name is updated.

Financial Services Cloud , Winter 22

Issue: ActionPlanTemplateItem assignment to Queue reference will become invalid if label name of Queue record is updated. Actual Result: Assignment to queue fails and reverts to invoking user default when the underlying queue label has been changed. Expected Result: No hard coded references...

In Review ·Reported By 2 ·Updated 3 days ago

Deployment of icons fail with an internal server error.

Metadata , Financial Services Cloud

Due to discrepancy in the metadata copy of sandbox clone/refresh process, the deployment of icons from sandbox orgs fails with an internal server error as below for some objects like InsurancePolicy, Interaction, etc. An unexpected error occurred. Please include this ErrorId if you contact support:...

In Review ·Reported By 0 ·Updated 3 days ago

Unlocked package creation fails when it has dependency on Financial Services Cloud Mortgage Objects in Flows.

Packaging , Financial Services Cloud

Due to unexpected behavior, unlocked package creation with dependency on Financial Services Cloud Mortgage Objects fails when the object is used in the "Create Record"/"Update Record" element of a flow.

In Review ·Reported By 2 ·Updated 4 days ago

Inconsistency on displaying Branch Lines when viewing through the Actionable Relationship Center on the Household Accounts in Financial Services Org

Financial Services Cloud

In an FSC enabled org, where the ARC is added as a tab for Household accounts which has Household Financial goals as the related lists while viewing the ARC for Household Financial goals and the corresponding branch lines, do not show correctly and can seem some distortion on branch lines.

No Fix ·Reported By 1 ·Updated 9 days ago

Icons for certain related list entities are not displayed on Financial Services Cloud related objects

Financial Services Cloud

In a Financial Service Cloud-enabled org due to unexpected behavior, while viewing certain objects like "Partners", "Associated Locations", "Revenues" on the Record Detail page, We can see that logo/Icon related to the objects does not appear on Actionable Relationship Center.

No Fix ·Reported By 1 ·Updated 9 days ago

Unable to package ActionPlanTemplate metadata for custom object target entities

Lightning , Financial Services Cloud , Consumer Goods Cloud , Winter 22

Exporting Action Plan Templates configured for Custom Object target entity will fail during import into target org. This is especially true for unmanaged or managed package export and deployment. Actual: Package deploy error “Target Object: bad value for restricted picklist field: 01Ixx0000005ZP5EAM” Expected: Action...

In Review ·Reported By 1 ·Updated 16 days ago

On Lead Conversion, unhandled Apex exception is encountered (ENTITY_IS_DELETED) from Queueable FinServ.MoiIndividualService

Financial Services Cloud

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: []

No Fix ·Reported By 9 ·Updated 17 days ago

NullPointerException thrown when attempting to create new Action Plan from Action Plan Template without Action Plan Template Item Value set.

Apex , Financial Services Cloud , Summer 21

The customers might observe an issue when trying to create the action plan from the apex test class they can run into the error: UNKNOWN_EXCEPTION: An unexpected error occurred. Please include this ErrorId if you contact support: 2104801947-171462 (-1765843847)

In Review ·Reported By 2 ·Updated 20 days ago

RBL results in "Too many queueable jobs added to the queue: 2" when changing ownership to FinancialAccount in batch Apex apex

Apex , Financial Services Cloud , Winter 22

RollupByLookup will fail to run rollup rules by exceeding the queueable limit (1) when there is an ownership change on the Financial Account record done in a batchable context. Actual Result: Batch job will fail with: “System.LimitException: FinServ:Too many queueable jobs added to the queue: 2” Expected: RBL...

In Review ·Reported By 1 ·Updated 24 days ago

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