Salesforce Known Issues
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Known Issues · Financial Services Cloud

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 12 ·Updated Yesterday

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 15 ·Updated 2 days ago

Residential Loan Application locked records that are submitted for approval can be edited

Financial Services Cloud

Residential Loan Application locked records that are submitted for approval can be edited.

In Review ·Reported By 2 ·Updated 2 days ago

LeadSource field in Lead Card and StageName field of Opportunity Card do not respect picklist value translations

Financial Services Cloud

LeadSource field in Lead Card and StageName field of Opportunity Card components do not respect picklist value translations

In Review ·Reported By 1 ·Updated 2 days ago

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 0 ·Updated 2 days ago

Add household member relationship results in System.UnexpectedException: Missing data: received 0 needed 1 for AccountContactRelationTrigger

Apex , Financial Services Cloud

Users with only view access for the rollup object attempt to create a new Household relationship via Edit under Group Members and select "Add Row" in the "Who Are the Members of This Group?" via the Relationship tab and populate details to Save they receive the following error: Insert failed. First...

Scheduled - Spring '21 Patch 12.0 ·Reported By 1 ·Updated 3 days ago

No documentation on why Field Edit Highlights feature won't work on orgs with FSC package installed

Financial Services Cloud

There is a new highlight feature, on the edit of any record like Account/Leads/Contact/Opportunity as they migrated components from aura to Lightning Web Components as mentioned in the release notes: https://releasenotes.docs.salesforce.com/en-us/spring21/release-notes/rn_lex_lwc.htm?edition=&impact= However,...

Fixed - Spring '21 Patch 10.0 ·Reported By 1 ·Updated 3 days ago

'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 20 ·Updated 8 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 14 ·Updated 11 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 2 ·Updated 11 days ago

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