Financial Services Cloud: Error in Financial Summary Component When User Doesn't Have Access to All Fields in Field Set
Last updated 17 days ago ·Reference W-9010437 ·Reported By 1 users
In Review
Summary
When the Account page has the Financial Summary component enabled and the user does not have read level access to any field within the field set configured, the error "Something's not quite right. Try your action again, and if the issue continues, contact your administrator for help" will be displayed and the component will fail to load.
Repro
1. Go to Lightning App Builder, open the Account page configured for FinServ client page.
A. Place the “Financial Summary - Financial Services Cloud” packaged component anywhere onto the Account page
B. In the configuration right-sidebar, confirm the Field Set in use
(default should be “WM_Client_Profile_Fin_Acct_Summary”)
2. Identify the fields within the WM_Client_Profile_Fin_Acct_Summary Account fieldset
A. Goto Setup -> Object Manager -> Account -> Field Sets
B. Open the “WM_Client_Profile_Fin_Acct_Summary” field set
C. Note that default fields include: Total Investments, Total Bank Deposits, Total Insurance, Wallet Share
3. Remove user FLS to a field identified above (ex Wallet Share)
A. Either clone and edit packaged permsets and remove Account FLS read access to Wallet Share OR remove all permission sets except the FSC license and aura enabled access and edit the user Profile to remove FLS access.
B. Once read access is removed for the field, return to the Account record page.
At this point observe the error toast banner and component failing to load.
Workaround
Enable at least Read access to all fields contained within the Field Set
Reported By (1)
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