Skip to main content
The 2024 Developer Survey results are live! See the results

Questions tagged [financial-services-cloud]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
-1 votes
0 answers
13 views

Does FSC extend Sales/Service cloud?

Is it safe to say that Financial Services Cloud "extends" the functionality of Service or Sales Cloud? I have a programming background and I actually look at this similar to how I look at ...
Brian David Berman's user avatar
1 vote
1 answer
44 views

Is it possible to create custom fields for Interest Tags?

I need to create External ID fields for both Interest Tags and Tag Category. I was able to create the external ID for Tag Category, but I'm unable to do the same for Interest Tags. I managed to get ...
kiwi's user avatar
  • 23
0 votes
0 answers
77 views

Does OmniStudio require Financial Services Cloud or can you use it with Service Cloud?

Does OmniStudio require Financial Services Cloud or can you use it with Service Cloud?
Brian David Berman's user avatar
2 votes
0 answers
35 views

Reflecting FSC Data Model Changes in Data Cloud

I'm working on a Data Cloud (CDP) implementation. I'm ingesting data from Financial Services Cloud using Data Bundles. The CRM team is making multiple object relationship changes in FSC. My ...
Zack's user avatar
  • 53
0 votes
0 answers
23 views

Can't access financial goals object in Financial Cloud (FSC) using apex

I am trying to access financial goal object from my financial cloud using apex command as follows: Map<String, Schema.SObjectType> allSObjects = Schema.getGlobalDescribe(); for (String ...
Komal Riaz's user avatar
0 votes
0 answers
55 views

Using standard FSC Insurance Policy lookup on Account Page Layout

As part of Financial Service Cloud for Insurance, an Insurance Policy object is available with at least 2 lookup relationships to Account i.e BillingCarrierAccountId & WritingCarrierAccountId. ...
TSmith's user avatar
  • 5,052
0 votes
0 answers
121 views

Relationship Map - Financial Service Cloud Custom Component

So I have access to the Relationship Map within my org as a user, however, I am trying to pull it into an experience site. I have access to the other custom and standard components within the FSC ...
Darryl Le Roux's user avatar
-1 votes
3 answers
501 views

how can i relate two-person accounts to each other in financial services cloud?

to relate a business account and a household we use account account relationship to relate 2 contacts or clients we use contact contact relationship to relate 2 person account what we should use ? ...
JsNinja's user avatar
0 votes
1 answer
120 views

Can I find a list of objects that do not support the Kanban view?

I recently discovered while working with Financial Services Cloud that several FSC objects, including FinancialDeal, do not support the Kanban view. However, it's hard to distinguish whether they ...
SHK's user avatar
  • 1
0 votes
1 answer
425 views

Deployment of Vlocity Insurance Product Configuration

Is there any way from where we can deploy Vlocity Insurance Industry components like Vlocity Attributes Category, Vlocity Attributes, Child Products (Coverage Spec/Insured Party/Insured Item), root ...
Abhishek Mavani's user avatar
0 votes
1 answer
172 views

unable to remove Related Contact from Financial Services Cloud Relationship Map Edit

We have a business requirement asking why the related contacts are not removable from the list within the Relationship Map Edit page. In the screen shot the related contacts are greyed out. I'm not ...
Hardy's user avatar
  • 13
0 votes
1 answer
265 views

I am not able to select owner while creating case ?Why Case Owner is the case creating person for financial services cloud and why it is not producer?

When I am creating a case in Salesforce for financial services, why is the owner the person creating the case? As per my knowledge Case owner should be the producer.
Seema Sharma's user avatar
1 vote
1 answer
789 views

Can we create a report or something to count field usage and percentage for standard objects?

I have a requirement that I have to create a report or excel sheet where User can see that a field is how many time filled on record and also user can se the usage percentage of a field on standard ...
rajesh andani's user avatar
0 votes
1 answer
345 views

Can users without a financial services cloud license view/modify financial service cloud records in the same org?

I'm working with a org that wants to leverage FSC for a subset of users, but wants visibility of those records by non-FSC users. I have reviewed the FAQ guide and the developer documentation, but ...
S.B.'s user avatar
  • 2,111
1 vote
1 answer
348 views

Winter Release 23 was installed in my org and now I am unable to insert Opportunities via Apex

I am getting the following error: System Code) 17:05:53.175 (1986907158)|FATAL_ERROR|System.LimitException: Can only throw this exception type from VisualForce or Aura context It appears to be coming ...
Schuster's user avatar
1 vote
3 answers
1k views

Unable to use Restriction Rules on Financial Service Cloud?

I have created a trial org with Financial Service Cloud. I am not able to see the permission required for creating Restriction Rules Following is permission Name "View Setup & Configuration ...
Swaran's user avatar
  • 11
1 vote
1 answer
205 views

Managed Package : Deploy Modified Picklist from one sandbox to another

I have modified a picklist (added new values) that is part of a managed package (Financial services cloud). Now I want to deploy this modified picklist to another sandbox which also has the managed ...
Gautam Kasukhela's user avatar
0 votes
1 answer
425 views

Sort LifeEvents chronologically

I'm just starting out with FSC. I would like to sort the events in the LifeEvent component by chronological order. From this module, I gather : Notice that the events are not exactly in chronological ...
olirwin's user avatar
  • 101
1 vote
1 answer
336 views

FSC - Adding a column to "Investment accounts" related list under person account

I need to add a new column/field to the "Investment account" related list but do not see it in either the Account or Person Account page layout - is this controlled elsewhere in FSC?
SpicyPat's user avatar
0 votes
1 answer
737 views

Is there a way to delete / disable Action plan from Communities template

Seems like Action plan is default to the communities, and I am unable to install the package in sandbox which is not (Financial service cloud enterprise), which means that org does not have 'Action ...
Dharti's user avatar
  • 1
0 votes
1 answer
377 views

Modify the layout of Financial Service Cloud components in an installed package

I would like to modify the layout of a Financial Account and persist the change in a managed package, but, as I have seen one cannot just pull the layout locally and then use it when creating a ...
ionut.baltariu's user avatar
0 votes
0 answers
31 views

Batch Job causing an error in FSC [duplicate]

I wrote a visualforce page that launches a batch job that processes records in batches, the batch creates households, person accounts, and then financial accounts for Salesforce Financial Service ...
C.Flye's user avatar
  • 23
0 votes
1 answer
1k views

Financial Service Cloud relationship map in force.com platform

I'm looking out for a FSC relationship map like component that I can use in a custom aura/lwc cmp (force.com platform). I was not able to find any such existing lightning component in the standard ...
Shri's user avatar
  • 147
0 votes
1 answer
570 views

Actionable Relationship Center Component is not opening

https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_admin_set_up_arc.htm I have configured Actionable Relationship ...
Sai Vinay Manapuram's user avatar
5 votes
2 answers
1k views

2GP Extension Package With Dependencies on External Packages

I need to create an AppExchange Package (extension to Health Cloud), which has dependencies on the Health Cloud package. As per documentation/community, 2GP is the recommended way to package new ...
Ashish's user avatar
  • 2,372
0 votes
1 answer
1k views

Customize Standard Relationship Map component Financial Service Cloud

I need to customize Standard Relationship Map component to hide add relationship standard button in FSC for certain user. Here is screenshot below. Things I tried to achieve this:- I tried to edit ...
kunal's user avatar
  • 75
1 vote
2 answers
862 views

Parent to Child Query on Contact and FinServ__ContactContactRelation__c object

I wanted to write parent to child query between Contact and FinServ__ContactContactRelation__c (Financial cloud standard object). In CCR object, both FinServ__Contact__c and FinServ__RelatedContact__c ...
Mahesh Raghuraman's user avatar
0 votes
1 answer
712 views

How does someone debug FinServ Trigger Errors?

Please see below two errors we have been receiving regarding the Financial Lead Trigger and Financial Opportunity Trigger : FinServ Lead Trigger : FinServ.LeadTrigger: execution of BeforeUpdate ...
Draccel's user avatar
  • 15
1 vote
1 answer
494 views

FSC does not deployed Action Plan

It is supossed that Financial Services Cloud deploy the Action Plan functionality. In my case, I have already installed and configured FSC but I can't see the Action Plan object in Object manager ...
juldeh's user avatar
  • 21
0 votes
1 answer
313 views

uploading Financial Account Role records, Hitting significant apex errors

We are loading roughly ~ Financial account role records for joint owners, but are seeing roughly ~50 % failure rate due to apex time out issues. We have disabled our own custom triggers and have no ...
Radhika Sharma's user avatar
2 votes
1 answer
1k views

Financial Services Cloud Unit Testing - Inserting AccountContactRelation Fails

I am trying to create a unit test in Financial Services Cloud that tests operations on Household Roles. The org uses Person Accounts. Whenever I try and insert an AccountContactRelation with the ...
user3900604's user avatar
1 vote
1 answer
904 views

Financial Services Cloud Unit Testing - Set Household

I'm trying to create a unit test for a trigger on Financial Accounts within the Financial Service Cloud package. The code looks at the Household on the Financial Account and updates a custom field. It'...
jonnybro's user avatar
  • 1,794
1 vote
1 answer
100 views

Add Actions & Recommendations to FSC Standard Objects

When I attempt to add the Actions and Recommendations component to an InsurancePolicy Lightning record-page I get the component but there is an error: "Not Available: This page does not support the ...
jordan.baucke's user avatar
0 votes
1 answer
1k views

What are Reciprocal Roles?

Can someone please tell me that what are the Reciprocal Roles in Financial services cloud? Also what are their use cases?
Areeba Irfan Ullah Khan's user avatar
0 votes
2 answers
8k views

What is the difference between Person account and Individual account model in Financial services cloud?

I am a newbie to Salesforce financial services cloud and I have learnt that the FSC has given the leverage person accounts. I wanted to know: the difference between Person Account and individual ...
Areeba Irfan Ullah Khan's user avatar
1 vote
3 answers
2k views

Does Financial services cloud trial org not have standard Campaign object?

Can anyone guide me if Financial services cloud contains campaign standard object? I have setup the FSC trial org but can't find the campaign object in it. I also checked out the data model of FSC ...
Areeba Irfan Ullah Khan's user avatar
0 votes
1 answer
218 views

InsurancePolicyParticipant Role, Financial Services Cloud StandardValueSet Naming

I am attempting to pull the StandardValueSet for a multi-value picklist in Financial Services Cloud: InsurancePolicyParticipant.Role. StandardValueSet only supports specific <member></member&...
jordan.baucke's user avatar
2 votes
2 answers
32k views

Retrieve Standard Picklist Value Sets using package.xml

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 ...
Prakhar Saxena's user avatar
1 vote
1 answer
473 views

Winter Release '20 - Lead Conversion Account Trigger Error

I just wanted to post this somewhere so that others are aware. The Salesforce Winter '20 release for Financial Services Cloud comes with an error attached to the Account-Account Relationship (AAR) ...
user891859's user avatar
2 votes
1 answer
1k views

What are BPOs that are part of the Financial Services Cloud?

In the Financial Services Cloud Administrator Guide Data Model Overview, the ERD has a legend of: Custom Object Standard Object BPO with maybe half the objects shown marked as "BPO". In a trial org ...
Keith C's user avatar
  • 137k
6 votes
4 answers
2k views

Financial Services Cloud with Salesforce DX

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 ...
sfdctrooper2019's user avatar
1 vote
1 answer
159 views

Metadata API - FSC Retail Banking from being set as the default App instead of my custom App

I am having an issue where, using the Metadata API, I can't get my custom app to be the default App after installing the FinServ managed package. I first am deploying my custom App and setting the ...
DanTheMan's user avatar
  • 171
0 votes
1 answer
476 views

Person Life Event

I am working on life Events in FSC.I have installed Finserv managed packag. In my sandbox org I see Personal Life Events object, while in dev I see FinServ__LifeEvent__c.how can i Enable personal ...
User6670's user avatar
  • 3,035
1 vote
0 answers
500 views

Lead on Financial Service Cloud

Is there a way we can remove the existing lead record types and create a custom record type but will populate on the referral summary in the Accounts? Our Scenarios- A lead is an individual person ...
Imz's user avatar
  • 11
1 vote
1 answer
1k views

Cant create financial account using personal banker profile user?

I have installed a package in Financial Service Cloud, I have enabled the personal banker profile created User. Whenever I try to create a financial account of Ownership "individual" I get this error: ...
User6670's user avatar
  • 3,035