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            Add Data Attributes for the Request Insurance Proof Service Process

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Add Data Attributes for the Request Insurance Proof Service Process

            Create data attributes to store the information from a client. The Request Insurance Proof service process has predefined data attributes.​​ Create more data attributes to suit your business requirements.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To activate the Proof of Insurance Omniscript: Customize Application
            1. From Setup, in the Quick Find box, enter Service Process Studio, and then select Service Process Studio.
            2. Edit a service process or create one.
            3. Select Data Attributes, and then click New Data Attribute.
            4. Enter an attribute name and an API name.
            5. Select an attribute type.
            6. Select a data type.
            7. If needed, select a parent attribute.
            8. If needed, enter a default value and description.
            9. To make this attribute mandatory for record creation, select Required.
            10. Click Add.
            11. Save your changes.
             
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