Setup and Configuration of the Retail Banking Update Email or Phone Service Process
Use the Service Process Studio to enable the Update Email or Phone service process to give your agents an easy-to-follow process for capturing the contact details of your customers.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Here are the artifacts and components used for this process:
| TYPE | NAME | WHAT IT DOES |
|---|---|---|
| API Endpoint | /customers/{customerId} | Calls the outbound API endpoints in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request. |
| Integration Definition | FSC_UpdateEmailOrPhone | Calls the API to submit a client’s request in the core banking system. |
| Apex | fscserviceprocess.UpdateEmailorPhoneIntegrationProvider | Implements the business logic required for the service process integration. |
| Omniscript | FSC/UpdateEmailorPhone | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Email or Phone Update Request | Activates record-triggered flow orchestrator whenever a request is made, attempts to process it, and acts based on the outcome. |
| Service Process Template | Update Email or Phone | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSC/UpdateEmailOrPhone/Multi-Language | Adds Omniscript to the action launcher component. |
- Assign Permissions for the Retail Banking Update Email or Phone Service Process
To use the Update Email or Phone service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Update Email or Phone Service Process
Before you connect to MuleSoft and enable the integration, turn on the setting to retrieve real-time financial account information from your external core banking system. - Create an Integration Definition for the Update Email or Phone Service Process
The Update Email or Phone Service Process uses theserviceprocess.UpdateEmailorPhoneIntegrationProviderintegration definition. It calls the API to update the client’s email or phone and the financial accounts in the core banking system. You can use this integration definition, or create your own. - Clone and Activate the Omniscript for the Update Email or Phone Service Process
Clone and activate the IndustriesSPUpdateEmailorPhone Omniscript. This Omniscript gives your users a guided path for completing the request intake process in the Update Email or Phone service process. Use the Omniscript as it is, or customize it to meet the needs of your business. - Clone and Activate the Update Email or Phone Salesforce Flow
Use the Update Email or Phone Salesforce Request Flow Orchestration to show your users the step-by-step instructions to submit an Update Email or Phone request for a client. You can customize the flow to meet your business needs. - Incorporate Your Company Logo in Update Email or Phone Service Process Communications
Use your company logo in an Email template and use it with the Update Email or Phone service process for customer interactions. - Create an Update Email or Phone Service Process from a Template
Create a unique version of the Update Email or Phone service process and enter the details. - Add Data Attributes for the Update Email or Phone Service Process
You can create data attributes to store information that a customer provides. The Update Email or Phone service process has predefined data attributes. You can create more data attributes as needed to meet the needs of your business. - Create an Update Email or Phone Action
Create an action launcher deployment that uses the service process template to give your users quick access to the Update Email or Phone Omniscript. If you have an existing action launcher deployment, add the Update Email or Phone Omniscript to it. - Add the Action to the Person Account Page for the Update Email or Phone Service Process
Add the Update Email or Phone action launcher component to the person account page layout to give your users quick access to the Update Email or Phone Omniscript.
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