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#FSC3 discussing

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 

9 answers
  1. Jan 15, 11:53 AM

    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'

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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

#Salesforce, #Financial Services Cloud

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Hey everyone!

We're excited to roll out a new video for Discovery Framework's QR Code Element. The QR code element makes your interactions smoother and faster. Now, you can add a QR code to any form, allowing respondents to instantly open URLs or third-party applications right from their mobile devices.

Start using the QR Code Element and transform how you interact with forms. @Vivek Hari #FSC #Financial Services Cloud

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Tired of spending hours preparing for client meetings, only to feel unorganized and overwhelmed once they begin? Say goodbye to the stress and hello to efficiency with the Summary Document Component. Summarize valuable information and quickly generate a tear sheet from one or more objects. Watch this video to explore how to Set Up the Summary Document Component in Financial Services Cloud. 

Salesforce vidyard: https://salesforce.vidyard.com/watch/tnZFYAaXa9sjArHvUxiLjX

Youtube: https://www.youtube.com/watch?v=kU-EOxPWbA4

To learn more, see Tear Sheet Generation

#FSC #Salesforce #Support

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New Video Alert! We're excited to share a new video that focuses on validating documents using Document Checklist Item. Click here to watch the video. To learn more about creating document checklist item, see Document Tracking and Approvals. @Vivek Hari

#Financial Services Cloud #FSC

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New Video Alert!! Uncover the key components of the KYC Data Model and understand how to perform identify verification, risk screening of accounts or contacts. Validate information submitted by a prospect during an assessment during onboarding. Click here to watch the video. To learn more about KYC data model, see Know Your Customer.

@Vivek Hari

 

#Financial Services Cloud #FSC #Banking 

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2 answers
  1. Feb 16, 2024, 9:51 PM

    Hi @Melissa Davies

    Thanks for reaching out to the Trailhead Help team. We checked for any existing platform issues and we can confirm that there are no platform issues or bugs associated with this superbadge. It's not possible to share solutions or hints or debug any incorrect configuration or code. Please remember that superbadges are credentials intended to test an individual Trailblazer's skills and abilities. Providing or requesting step-by-step guidance and/or specific solutions violates the Salesforce Credential and Certification Program Agreement and is not permitted.

    We recommend you review the superbadge prerequisites and the associated help article - https://trailhead.salesforce.com/help?article=Financial-Services-Cloud-Specialist-Trailhead-Challenge-Help to help unblock you from completing this superbadge.

    Regards

    Apul Jain

    Trailhead Help

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Exciting news! We are thrilled to introduce new prebuilt service processes tailored for Wealth Management in Financial Services Cloud. To explore these service processes and enhance your customer service journey, click here. This release note provides all the essential details, including instructions on installing the service processes as an unmanaged package. Feel free to share your thoughts and suggestions in the comments section below.

 

@Pavan Kumar Kota @Harshal Waghmare

 

#FSC #Financial Services Cloud #Banking #Automation

1 comment
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Service Processes Automation for Financial Services Cloud: One-stop shop!

Get started quickly and easily with Service Process Automation for Financial Services Cloud. This landing page provides links to all the help resources you need to learn how to deploy prebuilt service processes for common service requests.

#Financial Services Cloud #FSC #Content Strategy @Pavan Kumar Kota

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Prebuilt Retail Banking Service Processes for Financial Services Cloud are now LIVE!

Capture service-related requests through assisted or self-service channels with the new prebuilt retail banking service processes for Financial Services Cloud. This release note announces the availability of the service processes and includes instructions on how to install the services processes as an unmanaged package. We'll post the link to the documentation in the thread once the content is live.

#Financial Services Cloud #New Releases #FSC #Release Notes

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