Known Issues · Financial Services Cloud
Action Plan Task Order not consistent with Action Plan Template Task Order.
In Review ·Reported By 12 ·Updated Yesterday
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.
In Review ·Reported By 2 ·Updated 2 days ago
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
In Review ·Reported By 0 ·Updated 2 days ago
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
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
In Review ·Reported By 20 ·Updated 8 days ago
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
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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