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Financial Services Cloud - Something's not quite right. Try your action again, and if the issue continues, contact your administrator for help.

Knowledge Article Number 000240804
Description You may experience intermittent error messages ( Something's not quite right. Try your action again, and if the issue continues, contact your administrator for help. ) that appear at the top of the page when clicking on the related tabs on Household records.

Household Related Tab Examples: Details, Financials, Relationships, Goals, Related

These error messages appear and then eventually fade away but it does not cause any access issues to the record.
 
Resolution This issue is due to not having access to the standard 'Type' field on the Task object. The field access for this is not added to any profile by default.

Per the Financial Services Implementation Guide, under the Enable Advisor Profile Permissions section, you'll need to add access to the field above either via a permission set or profile to eliminate those error messages for the affected users including the system administrator standard profile.




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