Questions tagged [financial-services-cloud]
The financial-services-cloud tag has no usage guidance.
40
questions
0
votes
0
answers
24
views
Map Person Account as Individual in Relationship Map
I'm trying to set the Person Account as Individual in Financial Service Cloud Scratch Org, so I can see the same Relationship Map.
When I'm using a sandbox, this is what is showing in Relationship Map
...
- 486
0
votes
1
answer
54
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 ...
- 1
0
votes
1
answer
98
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 ...
0
votes
1
answer
39
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 ...
- 13
0
votes
0
answers
54
views
How can Salesforce rollup cases/opportunities for Company Accounts up into the Household Account they belong to?
Currently, when two or more Person or Company Accounts are grouped by the same address and/or an Owner relationship, a Household ID, Household Account and Household Relationship are automatically ...
- 1
0
votes
1
answer
48
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.
1
vote
1
answer
123
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 ...
0
votes
0
answers
41
views
FSC Role for Primary Household
We are using FSC with a Person/Household model. On the person, I am trying to do a formula that pulls the role from the Account Contact Relationship to the person Account. Is there any way to do this?
0
votes
1
answer
137
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 ...
- 1,999
1
vote
1
answer
279
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 ...
- 21
1
vote
3
answers
638
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 ...
- 11
1
vote
0
answers
73
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 ...
0
votes
1
answer
182
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 ...
- 101
0
votes
1
answer
133
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?
- 49
0
votes
1
answer
365
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 ...
- 1
0
votes
1
answer
197
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 ...
- 199
0
votes
0
answers
30
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 ...
- 13
0
votes
1
answer
825
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 ...
- 147
0
votes
1
answer
261
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 ...
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 ...
- 2,362
0
votes
1
answer
767
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 ...
- 75
1
vote
2
answers
544
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 ...
0
votes
1
answer
516
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
...
- 15
1
vote
1
answer
426
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 ...
- 21
0
votes
1
answer
182
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 ...
2
votes
1
answer
884
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 ...
- 21
1
vote
1
answer
692
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'...
- 1,762
1
vote
1
answer
49
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 ...
- 8,596
0
votes
1
answer
678
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?
0
votes
2
answers
5k
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 ...
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 ...
0
votes
1
answer
170
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&...
- 8,596
2
votes
2
answers
21k
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 ...
- 736
1
vote
1
answer
413
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) ...
- 349
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 ...
- 134k
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 ...
1
vote
1
answer
109
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 ...
- 141
0
votes
1
answer
436
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 ...
- 2,938
1
vote
0
answers
410
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 ...
- 11
1
vote
1
answer
866
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:
...
- 2,938