Loading
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Create Integration Definitions for the Manage Beneficiaries Wealth Banking Service Process

          Create Integration Definitions for the Manage Beneficiaries Wealth Banking Service Process

          The Manage Beneficiaries Service Process uses the FSCWlth_ManageBeneficiaries and FSCWlth_GetBeneficiaryDetails integration definitions. It calls the API to submit the client’s Manage Beneficiaries request to the core banking system. You can use these integration definitions, or create your own.

          Required Editions

          Available in: Lightning Experience
          Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
          User Permissions Needed
          To create Apex Defined integration definitions: Customize Application
          1. From Setup, in the Quick Find box, enter Integration Definitions, and then select Integration Definitions.
          2. Click + New.
          3. Select Apex Defined as the integration definition type.
          4. Enter FSCWlth_ManageBeneficiaries as the name and developer name of the definition.
          5. Find and select the fscserviceprocess.FSCWlthManageBeneficiariesIntegProvider Apex class.
          6. Confirm that the attribute value is FSC_wealth_integrations_V1_0_0.
            The Attribute Name and Attribute Value fields are automatically populated. To point to a different Nnamed Credential, enter an attribute name and attribute value.
          7. Save and activate the definition.
          8. Similarly, create another integration definition with these values.
            1. Select Apex Defined as the type.
            2. Enter FSCWlth_GetBeneficiaryDetails as the name and developer name.
            3. Find and select the fscserviceprocess.FSCWlthBeneficiaryDetailsSrvcIntegPrvd Apex class.
            4. Confirm that the attribute value is FSC_wealth_integrations_V1_0_0.
          9. Save and activate the definition.
           
          Loading
          Salesforce Help | Article