Questions tagged [financial-services-cloud]

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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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23 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
53 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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145 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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233 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: ...
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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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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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17 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
321 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 ...