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Known Issues · Financial Services Cloud

Default value for Association Type picklist does not respect the selected picklist value nor does it display correct custom label

Financial Services Cloud

Default value for Association Type picklist does not respect the selected picklist value (custom or standard) nor does it display correct custom label

In Review ·Reported By 0 ·Updated 2 days ago

API Name of Picklist value is displayed in the Related List of Action Plan for DocumentChecklistItem Object

Financial Services Cloud

API Name of Picklist value is displayed in the Related List of Action Plan for DocumentChecklistItem Object

In Review ·Reported By 17 ·Updated 5 days ago

On Lead Conversion, unhandled Apex exception is encountered (ENTITY_IS_DELETED) from Queueable FinServ.MoiIndividualService

Financial Services Cloud

When trying to convert Lead in Individual context, getting unhandled exception from MoiIndividualService class from FinServ package in Apex Jobs Error: Update failed. First exception on row 0 with id [AccountId]; first error: ENTITY_IS_DELETED, entity is deleted: []

In Review ·Reported By 4 ·Updated 9 days ago

Household roll-up summary does not support Shared Activities

Financial Services Cloud

When the "Allow Users to Relate Multiple Contacts to Tasks and Events" setting is enabled under Feature Settings | Sales | Activity Settings you may notice that Client Tasks and Events do not roll-up to Households. This is a current limitation.

In Review ·Reported By 44 ·Updated 10 days ago

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 43 ·Updated 12 days ago

Cannot create quick action on the 'Insurance Policy' object

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 6 ·Updated 18 days ago

Unable to add Person Account to Relationship Map on Household Edit Screen

Financial Services Cloud

Adding a Person Account to an existing household/Group, we do see a success toast message, but the Person Account is not showing up in the Relationship Map.

In Review ·Reported By 11 ·Updated 23 days ago

WorkOrderId and WorkOrderLineItemId not accessible in formulas on TimeSheetEntry object

Field Service , Financial Services Cloud , Health Cloud

Users are unable to find work order and work order line item available from time sheet entry formulas and validation rules.

Release In Progress - Summer '20 ·Reported By 2 ·Updated 26 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 0 ·Updated 30 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 7 ·Updated 2020-06-09

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