Questions tagged [financial-services-cloud]

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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?
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20 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 ...
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19 views

Scratch Org with Financial Services Cloud (FSC) [duplicate]

is it possible to spin up a scratch org with FSC enabled? I created a scratch org with FinancialSerivicesUser feature. This scratch org has Financial Services under Feature Settings in Setup. However, ...
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1answer
45 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 ...
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37 views

ActionPlan templates Deployment issue

I am trying to deploy Action plan templates from one org to other org. I getting below error The value for ValueLiteral or ValueFormula is not in the correct format. I hope these fields should be ...
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29 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 ...
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54 views

ACR Error: This Contact already has a relationship with with Account

I just wanted to reach out. I am using ACR in Financial Service Cloud. We are attempting to add an Related Contact to an Account. However, we ran into this error. I checked the related list already ...
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36 views

Custom Trigger on Financial Service cloud Acount Acount Relation object (AAR)

I have custom trigger on Account Account Relation object (AAR) in Financial Service Cloud and when I'm adding any other business account from Household ,trigger getting fire twice. Here is screenshot ...
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1answer
151 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 ...
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1answer
74 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 ...
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127 views

Rollup by lookup Configuration does not working - Financial service cloud

we are using Roll up by lookup configuration in Financial Cloud which is already given in Managed Package.Initially we have created a new record to rollup data from an insurance policy on the account ...
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2answers
494 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 ...
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1answer
349 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 ...
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2answers
164 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 ...
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1answer
199 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 ...
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1answer
271 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 ...
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1answer
42 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 ...
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1answer
476 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 ...
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1answer
431 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'...
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1answer
34 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 ...
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1answer
375 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?
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2answers
3k 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 ...
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3answers
1k 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 ...
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1answer
92 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&...
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2answers
8k 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 ...
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1answer
274 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) ...
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1answer
653 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 ...
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4answers
1k 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 ...
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1answer
73 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 ...
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1answer
392 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 ...
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0answers
254 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 ...
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1answer
478 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: ...