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Known Issues · Financial Services Cloud

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

In Review ·Reported By 9 ·Updated Yesterday

[FSC] Error 'Edit this series from an event that hasn’t started yet' when enabling 'Add to Group' in Relationships

Financial Services Cloud

Recurring Lightning Events that are expired are being included in rollup when attempting to edit a household group resulting in error: 'Edit this series from an event that hasn’t started yet' The expectation is that the rollup should only edit recurring events that are valid to be edited, such as...

In Review ·Reported By 4 ·Updated Yesterday

When creating a base platform object record and a custom object record in the same transaction, sharing rule does not fire for the second object

Sharing , Custom Objects , Financial Services Cloud , Health Cloud

When creating a base platform object record and a custom object record in the same transaction (when both have criteria-based sharing rules), only the sharing rule of the first record is executed.

Release In Progress - Winter '21 Patch 1.0 ·Reported By 4 ·Updated 4 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 10 ·Updated 9 days ago

When the default access of 'Document Checklist Item' object is set to Private, community users see an Invalid Page when accessing records

Financial Services Cloud

When Community Users access Document Checklist Item records, the page tries to load then the "Invalid Page" error is displayed. This happens when the default sharing access of the DCI object is set to Private. The sharing access of the DCI object is controlled by the Original Parent Record or of the...

In Review ·Reported By 1 ·Updated 11 days ago

ARC Related List Order is Incorrect Based on Page Layout

Lightning , Financial Services Cloud

When configuring the Financial Services Cloud ARC via the page layout editor the related lists as ordered in the layout editor are not kept in the correct order when reviewing the related lists via the ARC.

Fixed - Winter '21 ·Reported By 1 ·Updated 12 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 50 ·Updated 13 days ago

"We can’t display the Actionable Relationship Center component" error when viewing ARC component

Financial Services Cloud

Users may see the following error when viewing the ARC component on an org with multiple Financial Services Cloud packages installed having a namespace that includes Finserv (e.g. Finserv and FinServWaveExt).

In Review ·Reported By 2 ·Updated 17 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 8 ·Updated 20 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 48 ·Updated 24 days ago

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