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I was wondering if anyone was able to use SFDX with Financial Services Cloud (FSC)? I am currently working on a FSC implementation, but since FSC is like a managed package, the scratch org doesn't have those objects by default. Or is Force.com Migration Tool the only option for now? Any info or links will be appreciated.

Thanks!

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4 Answers 4

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The easiest way would be to use the ADK that salesforce ISV team provides for fsc.You can access the open source project here

The best part about ADK is it also has templates that gives you test data for your org.

The other alternative is since FSC publishes package here, you can use the sfdx force:package:install --package=<packageIdofFSC> command with the packageIds .

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    You can also install it by pushing the xml metadata file (force-app -> main -> default -> installedPackages -> FinServ.installedPackage-meta.xml) upon creating a scratch org with the "FinancialServicesUser" feature.
    – Boris Bachovski
    Commented Nov 19, 2019 at 22:19
  • Can we install fsc directly to any develop org?, If i try install fsc package to any develop org we get error of claim__C and InsurancePolicy__c Object missing error. I know we can avoid this error in scratch org, what about developer org ?
    – NITHESH K
    Commented Dec 12, 2022 at 11:55
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To install the FSC Managed Package into a Scratch Org (see other answers or the "Product Specific Terms section of your order form" for install instructions), you will need to enable the scratch org features ContactsToMultipleAccounts (you will get an error explaining that it is missing if you don't) and FinancialServicesUser:x, where x is a number between 1 and 10 (you will get errors about a missing Claim object if you don't). FSC supports Person Accounts; if you wish you use them you should add the PersonAccounts feature as well. Here's a basic project-scratch-def.json:

{
  "orgName": "FSC Scratch Org",
  "edition": "Enterprise",
  "features": ["PersonAccounts","ContactsToMultipleAccounts", "FinancialServicesUser:5"]
}
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  • Can we install fsc directly to any develop org?, If i try install fsc package to any develop org we get error of claim__C and InsurancePolicy__c Object missing error. I know we can avoid this error in scratch org, what about developer org ?
    – NITHESH K
    Commented Dec 12, 2022 at 11:55
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Yes, you can install FSC in a Scratch Org, just as you would in production or a Sandbox, either by the URL or with force:package:install (also this document) from the Salesforce DX CLI. If using unlocked packages, you can also specify dependencies on FSC in your unlocked package to allow the package versions to be created.

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  • Can we install fsc directly to any develop org?, If i try install fsc package to any develop org we get error of claim__C and InsurancePolicy__c Object missing error. I know we can avoid this error in scratch org, what about developer org ?
    – NITHESH K
    Commented Dec 12, 2022 at 11:55
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    @NITHESHK Creating a new Developer Edition, it should already be enabled. For orgs older than Winter '20, you'd have to contact Support to get it enabled. For example, my old 2007 Developer Edition account doesn't have this feature enabled.
    – sfdcfox ♦
    Commented Dec 12, 2022 at 13:31
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Finally In winter 20 is launched as a feature. https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_scratch_orgs_def_file_config_values.htm

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