Retrieve Standard Picklist Value Sets using package.xml

Question

There are standard picklist fields like Premium Frequency on Insurance Policy object in Financial Services Cloud package.

We have added some new picklist values for this field.

However, we are not able to retrieve these values using package.xml. Also, tried appending the package name 'FinServ__' but it didn't work out. Below are the options tried for retrieving which didn't work:

   <types>
    <members>InsurancePolicyPremiumFrequency</members>
    <members>InsurancePolicy.PremiumFrequency</members>
    <members>FinServ__InsurancePolicyPremiumFrequency</members>
    <members>FinServ__InsurancePolicy.PremiumFrequency</members>
    <members>InsurancePolicyFinServ__PremiumFrequency</members>
    <members>FinServ__InsurancePolicyFinServ__PremiumFrequency</members>
    <name>StandardValueSet</name>
   </types>

How can we retrieve the new picklist values added?

Answer 1

Got it finally. We need to use 'IPolicy' instead of 'InsurancePolicy' for Insurance Policy and 'IPC' for Insurance Policy Coverage Standard Value Sets.

For the field PremiumFrequency on InsurancePolicy object, this works:

<types>
   <members>IPolicyPremiumFrequency</members>
   <name>StandardValueSet</name>
</types>

Answer 2

I'm not familiar with financial service cloud package, but it looks like you're using the right type, but maybe not the correct name. You simply just need to pass the FieldAPIName for the picklist.

https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_standardvalueset.htm https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/standardvalueset_names.htm https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_insurancepolicy.htm

<type>
    <member>PremiumFrequency</member>
    <name>StandardValueSet</name>
</type>

I believe you can also go about it the following way as well.

<types>
    <members>InsurancePolicy.PremiumFrequency</members>
    <name>CustomField</name>
</types>