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            Connect to MuleSoft and Create a Named Credential for the Estate Planning Service Process

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Connect to MuleSoft and Create a Named Credential for the Estate Planning Service Process

            Turn on Financial Services Cloud Integrations and connect your external banking system to Salesforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            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.

            Get started with Financial Services Integrations by connecting Salesforce with external banking systems by using MuleSoft integration apps.

            See Also

             
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