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Questions tagged [financial-services-cloud]

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48 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
34 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) ...
2
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1answer
43 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 ...
4
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3answers
125 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
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1answer
38 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 ...
0
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0answers
27 views

Cant Find Manage External User Permissions? [duplicate]

I want to use Manage external User For community for which i need to add that button on layout.button not visible on any of the layout. External Sharing Model Enabled. Customer community created. ...
0
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0answers
22 views

Cant see referral score in component provided by FSC?

Hi I am using the component provided By FSC to display referrals but in any of those component i cant see referral score coming .while the referral score is in every record but not just being display ...
0
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1answer
184 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 ...
1
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0answers
38 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 ...
1
vote
1answer
84 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: ...