Known Issues · 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
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
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
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
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
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
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.
In Review ·Reported By 24 ·Updated 8 days ago
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 intermittently shows duplicate loan application income record
No Fix ·Reported By 2 ·Updated 9 days ago
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