Salesforce Known Issues
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Known Issues · Financial Services Cloud

'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 28 ·Updated 3 days ago

Document Checklist item field UploadedById is not being populated

Financial Services Cloud

As per the following document, the field UploadedById is the user who uploaded the file. Currently this field is remaining blank when it should be populating. https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_referenc...

In Review ·Reported By 1 ·Updated 2 days ago

Action Plan Dependent Tasks will not be created when the user does not own Action Plan record in Private sharing model org

Financial Services Cloud

Action Plan dependent tasks creation fails when the task is completed by the user without access to the associated Action Plan record and Action Plan Template.

In Review ·Reported By 1 ·Updated 2 days ago

Unable to Rename FSC Standard Awards object

Financial Services Cloud

Unable to Rename FSC (Financial Services Cloud) Standard Awards object

In Review ·Reported By 1 ·Updated 6 days ago

Unable to create standard household using "Add Group" functionality on the Relationship Map component

Financial Services Cloud

Unable to create standard household using "Add Group" functionality on the Relationship Map component when there is a custom household record type added.

In Review ·Reported By 4 ·Updated 7 days ago

Financial Services Cloud - Creating a new Individual through the Add Relationship component may not add the individual to the household

Financial Services Cloud

When creating a new Individual from the Add Relationship component of a Household and selecting to include that Individual in the household the end result may be that the individual was created but not added to the household. This is an intermittent issue and only affects the FSC Person Account Mode...

In Review ·Reported By 3 ·Updated 7 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 3 ·Updated 8 days ago

Multi-Select Table in FSC Flow converts Date field value on UI based on User's Timezone

Flow , Financial Services Cloud

While creating Multi-Select Table, if we include Date fields and the User has timezone < GMT+00:00 like in EST or PST, the Date field value shown on UI is 1 day less. Ex: If the stored value is 1st Jul 2021, then the User with PST/EST timezone will see it in Multi-Select Table as 30th Jun 2021. Though...

In Review ·Reported By 2 ·Updated 8 days ago

NullPointerException thrown when attempting to create new Action Plan from Action Plan Template without Action Plan Template Item Value set.

Apex , Financial Services Cloud , Summer 21

The customers might observe an issue when trying to create the action plan from the apex test class they can run into the error: UNKNOWN_EXCEPTION: An unexpected error occurred. Please include this ErrorId if you contact support: 2104801947-171462 (-1765843847)

In Review ·Reported By 0 ·Updated 8 days ago

Original Parent Record Id not visible for DCI in Lightning Experience Related List

Lightning , Listviews , Financial Services Cloud

When viewing Received Document Records in Salesforce that have the Document Checklist Item related list included on the record, the Original Parent Record is not visible in Lightning Experience. It is visible in Classic UI

In Review ·Reported By 0 ·Updated 8 days ago

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