Salesforce Known Issues
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Known Issues · Financial Services Cloud

'id value of incorrect type' error when creating an Action Plan for Opportunity through Process/Flow or Trigger

Financial Services Cloud

'id value of incorrect type' error when creating an Action Plan for Opportunity through Process/Flow or Trigger

In Review ·Reported By 30 ·Updated Yesterday

Relationship Map fails to load when Account Account Relationship AssociationType picklist is unset / NULL

Financial Services Cloud

In Winter '22, Relation Ship Maps may fail to load, giving the error "Looks like there's a problem." This will occur if the Account Account Relationship "Association Type" field is blank.

In Review ·Reported By 7 ·Updated Yesterday

Merging 2 Person Accounts leads to winning Person Account being Primary Group on two different Households

Financial Services Cloud

Merging 2 Person Accounts leads to winning Person Account being Primary Group on two different Households

In Review ·Reported By 1 ·Updated Yesterday

Action plan task dependent on another task assigning to user instead of action plan creator

Financial Services Cloud

When creating action plan tasks that are dependent on another task, the action plan creator can be specified to be the owner. If an action plan task is dependent on another task and another user who is not the creator marks this as complete, then that user will be assigned to the task instead of the...

Fixed - Winter '22 Patch 8.0 ·Reported By 7 ·Updated 2 days ago

ARC not showing any relationship records when user does not have access to just one record

Financial Services Cloud

ARC fails to load any records(in a relationship card) if even one of them is set to private. Desired Behavior - It should load all the records that it the user has access to except for the ones that they don't have access to. There should be an error message on the card saying "We couldn't one or...

In Review ·Reported By 7 ·Updated 2 days ago

FSC lightning component does not display complete list of records

Financial Services Cloud

FSC lightning component does not display more than 25 record on a Person account record. Below are the lightning components:- Relationship Group List - Financial Services Cloud Related Account - Financial Services Cloud Related Contact - Financial Services Cloud

No Fix ·Reported By 2 ·Updated 10 days ago

Lending flowButton cannot navigate to next screen when "Next or Finish" is setup in flow screen

Flow , Financial Services Cloud

Due to an unexpected behaviour the lending flowButton cannot navigate to next screen when "Next or Finish" is setup in flow screen. Below is the error that is seen on the console logs: "clientError": "Uncaught Action failed: runtime_industries_lending:flowButton$controller$onClickNext [The 'NEXT'...

In Review ·Reported By 1 ·Updated 10 days ago

Activating Critical Update Restrict Access to @AuraEnabled Apex Methods causes error from Financial Account Alert -FSC lightning component

Financial Services Cloud

Activating critical update- Restrict Access to @AuraEnabled Apex Methods for Authenticated Users Based on User Profile causes error from Financial Account Alert -FSC lightning component

Fixed in version 228 ·Reported By 23 ·Updated 11 days ago

Cannot create quick action with Target Object 'Insurance Policy'

Financial Services Cloud

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 23 ·Updated 11 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 19 ·Updated 11 days ago

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