Questions tagged [financial-services-cloud]

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15 views

a sample code on how to execute GroupAssignmentBatchable of FinServ [closed]

Can someone provide a sample code on how to execute GroupAssignmentBatchable of FinServ managed package
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2answers
2k 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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13 views

Inbound appointment scheduling

Can Salesforce lightning scheduler help set up inbound appointments for just one specific resource. I want to give a link to the client which expo
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2answers
47 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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2answers
835 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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1answer
41 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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0answers
14 views

Can you install a Financial Services Cloud app in a Sales Cloud app?

Do these need to be separate apps? I did a very simple test by creating an unmanaged package that contains a custom field on the Insurance Policy object and a simple trigger on same object that ...
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0answers
20 views

How to define the order in which the tasks in Action Plan Template are to be created same as it is created in template

I have created 5 tasks in Actions Plan Templates. I have then created a process builder which creates the Action Plan upon a criteria satisfied on Account. But the tasks in the Action plan created are ...
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1answer
60 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
25 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
155 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
185 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
24 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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4answers
795 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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3answers
558 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
175 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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1answer
60 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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1answer
146 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
274 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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1answer
54 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
327 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
148 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
239 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: ...