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            Connect to MuleSoft and Create a Named Credential for the Stop Check Payment Service Process

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            3. Financial Services Cloud Admin Guide

            Connect to MuleSoft and Create a Named Credential for the Stop Check Payment Service Process

            Turn on Financial Services Cloud Integrations and create a MuleSoft named credential to connect your external banking system to Salesforce.

            Required Editions

            User Permissions Needed
            To turn on MuleSoft Integration: Customize Application

            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. When this setting is turned off, account information is retrieved from Salesforce. 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 server 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 the connection details and available integrations.
            2. Enable the integration between Salesforce and the core banking system.
              1. On the Integrations Setup page, in the Available Integrations section, from the list of available integrations, select the integration that you want to enable, and then click Enable.
              2. Select the business group that you want to enable the integration for.
              3. Select the environment where you want to enable the integration.
              4. Enter the app name.
                Make sure 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 be completed.
                A named credential is created for the enabled integration.
              8. From Setup, enter Named Credential in the Quick Find box, and then select Named Credentials.
              9. Verify that a named credential was added for the connected MuleSoft instance.

            See Also

             
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