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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 116 ·Updated 4 days ago

New!Unable to rename Insurance Policy and Insurance Contract object field labels for Japanese

Financial Services Cloud

Unable to rename Insurance Policy and Insurance Contract object field labels for Japanese due to the error "You cannot reuse a standard salesforce.com name.". Objects and Japanese labels: Insurance Contract (API Name: InsuranceContract): 保険契約 Insurance Policy (API Name: InsurancePolicy): 保険契約

In Review ·Reported By 1 ·Updated Today

New!Insert operation via Apex behaving differently between inserting sObject variable vs. inserting a List

Apex , Financial Services Cloud

As a community user, when apex code is used to insert multiple records into a child object with master-detail relationship to Loan Applicant, there is an access check failure

In Review ·Reported By 0 ·Updated Today

Attempting to navigate to all tabs page in Salesforce Classic raises Internal Server Error

User Interface , Financial Services Cloud

In Summer '22 orgs with Financial Services Cloud installed, you may observe internal server errors upon navigating to all tabs page in the classic interface.

In Review ·Reported By 0 ·Updated 2 days ago

Referral components in Financial Services Cloud are not visible for custom Referral record type

Financial Services Cloud

As per the Financial Services Cloud implementation guide, custom referral record types are supported in FSC: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_admin_config_referrals_record_type.htm However the referral...

In Review ·Reported By 18 ·Updated 3 days ago

Create or Edit of Quick Action Results in Error: Invalid Data

Custom Objects , Metadata , User Interface , Financial Services Cloud

Unable to create or update actions including 'Update a Record' or 'Create a Record' actions. Error: Invalid Data. Review all error messages below to correct your data.

In Review ·Reported By 35 ·Updated 7 days ago

FSC Referral Summary Component Values do not Update Correctly

Lightning , Financial Services Cloud

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 4 ·Updated 7 days ago

Action Plan Task Order not consistent with Action Plan Template Task Order Details and Steps to Reproduce

Financial Services Cloud

Action Plan Task Order not consistent with Action Plan Template Task Order.

In Review ·Reported By 24 ·Updated 8 days ago

Failure to clone Action Plan Template when original creator (user) has been deactivated.

Financial Services Cloud , Winter 22

Users are unable to clone Action Plan Template when the original creator (user) has been deactivated regardless of the current Action Plan Template's ownership.

In Review ·Reported By 11 ·Updated 8 days ago

Standard FSC Summary view component sometimes shows duplicate loan application income record

Financial Services Cloud

Standard FSC Summary view component intermittently shows duplicate loan application income record

No Fix ·Reported By 2 ·Updated 9 days ago

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