Questions tagged [financial-services-cloud]

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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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24 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. ...
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14 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 ...
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94 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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28 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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39 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: ...