Financial service cloud

[まとめページに戻る](https://qiita.com/Keiji_otsubo/items/60afc2a8d211b6f7d89f)
[まとめA～M](https://qiita.com/Keiji_otsubo/items/f3ddedee6793bf1576f8)


# 環境の問題

+ [FSC ORG is not presenting "Document Checklist" in Permission Sets](https://trailhead.salesforce.com/ja/trailblazer-community/feed/0D54S00000E9gcH)


# We couldn't find Claire's spose Timothy Johnson with the corerct information

アカウントの重複が問題らしい。
[I have started working on Finance cloud and the module was Client Management with Financial Services Cloud](https://trailhead.salesforce.com/ja/trailblazer-community/feed/0D54S00000DyE9j)

# We can't designate this person as primary. Someone else is already the primary household member.

+ [FSC how can I allow multiple client and prospect records to be marked as "primary member" in a household.](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000LHMBs)

# 【未解決】You don't have the level of access required to complete this action. Please contact your administrator for help.

+ [You don't have the level of access required to complete this action. Please contact your administrator for help.](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V000077mg6x)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/85355db9-eb70-cc6d-95e0-5e0ff4c9ec33.png)

+ [Map Client Relationship error](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007XIOzdSAH)

+ [Health Cloud でも同じようなエラー、しかし未解決](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007T6JIySAN)

これと同じでは？
+ [Error: "You don't have the level of access required to complete this action. Please contact your administrator..." in Health Cloud Console](https://help.salesforce.com/s/articleView?id=000392975&type=1)

+ ["You don't have the level of access required to complete this action" in FSC](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8ICPSA3)





# We couldn’t find a client named ‘Claire Johnson’ with the correct occupation. 

+ [Error Message-Map Client Relationships](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000FxjwM)

:::note
Actually I worked it out that I had inadvertently typed 'CFO' in the TITLE field, instead of the OCCUPATION field. It all worked fine after that correction.

実際、私は、OCCUPATION フィールドではなく、TITLE フィールドにうっかり「CFO」と入力してしまったことに気付きました。その修正後、すべて正常に機能しました。
:::

+ [Claire Johnson のアカウント ページのアクティビティの下にある [タスク] ボタンが表示されません。[すべて表示] をクリックすると、添付のエラー ページが表示されます。 ](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007Cu1qi)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/cd41cabc-734c-b7a6-e9a5-12176877316e.png)

:::note
Finally I solved this issue!

Set Up -> Profiles -> System Administrator  -> Object Settings -> both for Events and Tasks -> 

 Set -Master-  as "Assigned Record Type". 
:::


# 個人取引先

+ [Do I need to have Person Accounts enabled before installing the FSC packages?](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007X95DE)

:::note
Please check this article.

Considerations for Transforming the Individual Data Model to Person Accounts in Financial Services Cloud
https://help.salesforce.com/s/articleView?id=sf.fsc_admin_transform_consider.htm&type=5
:::