Troubleshooting Household Records error in Financial Services: 'Something's not quite right. Try your action again, and if the issue continues, contact your administrator for help.'

To resolve this, add access to the task "Type" field using either a permission set or profile:

1. Using a Permission Set

• Go to Setup and search for Permission Sets.
• Create a new Permission Set or select an existing one.
• In the Permission Set, go to Field-Level Security and click View.
• Find the 'Type' field under the Task object.
• Click Edit and check the Visible box to grant access.
• Click Save, then assign the Permission Set to users via Manage Assignments.

2. Using a Profile

• Go to Setup and search for Profiles.
• Select the profile to edit (e.g., Standard User, System Administrator).
• Under Field-Level Security, click View.
• Find the 'Type' field under the Task object.
• Click Edit and check the Visible box to grant access.
• Click Save to apply changes to the profile.

This will eliminate error messages for the affected Users, including the system administrator standard Profile.


Related notes:

• These error messages appear, and then eventually fade away but it doesn't cause any access issues to the record.
• The issue is caused when the user doesn't have access to the standard 'Type' field on the Task object.
• Household Related Tab Examples: Details, Financials, Relationships, Goals, Related.
• All FSC users must have all the required FSC required permission sets including Advisor access and Aura-Enabled Apex Class Access for Financial Services permission sets.