Exciting News! We're happy to share the help docs for Collections and Recovery. Help financial institutions and corporations streamline their collection processes, reduce delinquencies, and maintain positive customer relationships. The collections and recovery process is a critical aspect of financial management and operations for businesses, lenders, and financial institutions.
#Salesforce #Financial Services Cloud #Product Documentation #CX
I encountered big list of error related to Node while doing setup of wealth management App on financial service cloud .
Unable to create app based on template: [sfdc_internal__FSCAnalyticsIndustryApp].
* Your org does not currently meet minimum data requirements to proceed. Please fix the following issues before creating a 'Analytics for Wealth Management' Application:
In the 'FSC_Digest_ACR' node, the 'FinServ__SourceSystemId__c' field doesn't exist, is deprecated, or isn't accessible to the Integration User.
In the 'FSC_Digest_Opportunity' node, the 'FinServ__Household__c' field doesn't exist, is deprecated, or isn't accessible to the Integration User.
In the 'FSC_Digest_Case' node, the 'FinServ__FinancialAccount__c' field doesn't exist, is deprecated, or isn't accessible to the Integration User.
In the 'FSC_Digest_Contact' node, the 'FinServ__Affiliations__c' field doesn't exist, is deprecated, or isn't accessible to the Integration User. In the 'FSC_Digest_Contact' node, the 'FinServ__ContactPreference__c' field doesn't exist, is deprecated, or isn't accessible to the Integration User. In the 'FSC_Digest_Contact' node, the 'FinServ__CountryOfBirth__c' field doesn't exist... #Financial Services Cloud #FSC #Wealth Management #Financial
I am also facing same issue. There are some fields which are not accessible to the profile 'Analytics Cloud Integration User'. None of the above solution works for me. So I have provide access to this profile for every field that is causing errors. The simplest way to resolve the problem is this.
The ACR in the error stands for 'Account Contact Relationship'
If you haven't already seen it, you should definitely check out the release notes for the Winter '25 release for Financial Services Cloud. Also, take a look at the New and Enhanced Common Features for Industries. #FSC
New Video Alert
Hey, Trailblazers! 🚀
We’re excited to announce our latest video on the Update Email or Phone service process for Financial Services Cloud.
This video demonstrates the service agent and self-service experiences when you deploy the prebuilt Update Email or Phone service process template. The Update Email or Phone Service process ensures seamless updates to customer details. Ready to dive in?
Watch the video -
@Pavan Kumar Kota @Shashank Suryae @Suresh Srinivasan
Track Year over Year Data?
We currently have custom fields to track Margin and Dollars in 2023 = What is the best way to keep that data but now we want to start tracking 2024. Do I create new fields?
Exciting News! We are happy to share the release notes for the latest Spring ’24 release for Financial Services Cloud. Also, check out the new and enhanced common features for Industries. This release is packed with exciting features and enhancements to elevate your experience.
Crawl: Understand key use cases and address concerns
Walk: Plan AI adoption in various functions across the enterprise
Run: Incorporate AI into your business model and product strategy
#Trailhead Challenges #Sales Cloud #TrailblazerCommunity #Service Cloud #Financial Services Cloud
@Richard Harris Beautifully explained!
I think most folks don't even the use cases of AI, and the first step becomes super important what will AI make me do better? Personalized emails, summarization, and more.