Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Connect to MuleSoft and Enable Integration

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Connect to MuleSoft and Enable Integration

            To get financial transactions from a core banking system in the dispute intake form, connect your Salesforce and MuleSoft instances and enable integration between Salesforce and the core banking system.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To turn on MuleSoft Integration: Customize Application

            Before you connect to MuleSoft and enable integration, turn on the setting to retrieve real-time financial account and transaction information from your external core banking system. When this setting is off, account information is retrieved from Salesforce. For more information, see Enable Real-Time Financial Account Information.

            1. Connect your Salesforce and MuleSoft instances.
              1. From Setup, in the Quick Find box, enter Integrations Setup, and then select Integrations Setup.
              2. In Financial Services Cloud Integrations, click I accept the terms and conditions.
              3. Turn on Financial Services Cloud Integrations.
              4. Click Connect to MuleSoft Instance.
              5. Select a service and click Next.
              6. Enter your MuleSoft username and password and sign in.
              7. Grant access to your MuleSoft account.
                It takes a few minutes for Salesforce to connect to MuleSoft.
                Your Salesforce and MuleSoft instances are now connected. You can view connection details and available integrations.
            2. Enable Integration between Salesforce and the core banking system.
              1. On the Integrations Setup page, in the Available Integrations area, from the list of available integrations, go to the integration to enable, and then click Enable.
              2. Select a business group for which you want to enable the integration.
              3. Select the environment where you want to enable the integration.
              4. Enter the app name.
                Ensure that the app name is unique for your MuleSoft instance.
              5. Click Next.
              6. To connect to the core banking system, select the authentication protocol for the integration and its dependent apps, and then enter the relevant details.
              7. Enable the integration and wait for the process to complete.
                A named credential is created for the enabled integration.
              8. From Setup, in the Quick Find box, enter Named Credential, and then select Named Credential.
              9. Verify that a named credential was added for the connected MuleSoft instance.
              10. From the quick actions menu of the named credential, select Edit.
              11. For Label, enter FSC_fsc_integrations_V1_0_0.
              12. Save your changes.

            See Also

             
            Loading
            Salesforce Help | Article