Setup and Configuration of the Estate Planning Service Process
Use Service Process Studio to enable the Estate Planning service process to give your service reps an easy-to-follow process for capturing estate planning requests of your customers.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
Here are the artifacts and components used for this process.
| Type | Name | What it does |
|---|---|---|
| API Endpoint | /customers/{customerId} | Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| Integration Definition | FSCRtl_EstatePlanning | Calls the API to submit a client’s request in the core banking system. |
| Apex | fscserviceprocess.FSCRtlEstatePlanningIntegrationProvider | Implements the business logic required for the service process integration. |
| Omniscript | FSCRtl/EstatePlanning | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | ProcessEstatePlanning | Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | Estate Planning | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSCRtl/EstatePlanning/Multi-Language | Adds an Omniscript to the action launcher component. |
- Assign Permissions for the Estate Planning Service Process
To use the Estate Planning service process, assign the relevant permissions to your users. - 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. - Create an Integration Definition for the Estate Planning Service Process
The Estate Planning service process uses the FSCRtl_EstatePlanning integration definition. It calls the API to submit the client’s estate planning request in the core banking system. You can use this integration definition, or create your own. - Clone the Omniscript for the Estate Planning Service Process
Give your users a guided path for completing the request intake process in the Estate Planning service process. Use the Omniscript as is, or customize it to meet your business needs. - Clone the Estate Planning Salesforce Flow
Show your users the step-by-step instructions for submitting an Estate Planning request for a client. Customize the flow to meet your business needs. - Incorporate Your Company Logo in Estate Planning Service Process Communications
Use your company logo in an email template and use the template with the Estate Planning service process for customer interactions. - Create an Estate Planning Service Process from a Template
Create a unique version of the Estate Planning service process to provide a personalized and seamless experience for your users. - Add Data Attributes for the Estate Planning Service Process
Create data attributes to store the information that a customer provides. The Estate Planning service process has predefined data attributes. Create more data attributes based on your business needs. - Create an Estate Planning Action
Create an action launcher deployment that uses the service process template to give your users quick access to the Estate Planning Omniscript. If you already have an action launcher deployment, add the Estate Planning Omniscript to it. - Add the Estate Planning Action to the Account Page
To give your users quick access to the Estate Planning Omniscript, add the Estate Planning action launcher component to the account page layout. - Configure State and Country or Territory Picklists for the Estate Planning Service Process
Standard or custom address fields use picklists for the State and Country address fields. Before you enable standard or custom address fields, configure the State and Country or Territory picklists. Configuring picklists ensures continuity and data integrity with existing state, country, and territory data and customizations.
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