Configure Context Service Definitions for Service Processes
Synchronize your intake forms with your Salesforce records to automatically pre-fill known customer details. Setting up these connections guarantees that you capture and route any new data to the appropriate target fields.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog. |
| User Permissions Needed | |
|---|---|
| To create and activate a context definition: | Product Catalog Management Designer OR Financial Services Cloud Extension OR FSC Service |
Certain service processes use a predefined data model to store complex information. To use the predefined data model, configure context definitions. Context definitions connect your Salesforce records with the service intake form. The read mapping brings existing customer data into the form. The write mapping saves the data submitted in the form into the correct Salesforce fields. Generating the required Apex classes provides the code to run these data transfers.
Complete the context definition configuration before you install the service process template.
Perform this task only if you’re setting up these service processes:
- Transfer Funds to Own Account
- Transaction Dispute Management
- Initiate Vehicle First Notice of Loss
- Report First Notice of Loss for Homeowners
- Manage Complaints
Before you begin, assign the Context Service Admin and Context Service Runtime permissions sets to your users. See Manage Permission Set Assignments.
- From Setup, in the Quick Find box, enter Context Service Settings, and then select Context Service Settings.
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Turn on Context Definitions.
After you turn on this setting, under Context Definitions in Setup, you can see the FNOLContext__stdctx, TfrFundCtxt__stdctx, and TrxnDisputeCtx__stdctx context definitions.
- From Setup, in the Quick Find box, enter Unified Catalog, and then select Unified Catalog.
- In the Context Definitions for Unified Catalog section, click New.
- Select the context definition that’s relevant to your service process. For example, select TfrFundCtxt__stdctx as the context definition for Transfer Funds to Own Account service process. Select TrxnDisputeCtx__stdctx as the context definition for Transaction Dispute Management service process. Select FNOLContext__stdctx as the context definition for Initiate Vehicle First Notice of Loss or Report First Notice of Loss for Homeowners service process. Select ManageComplainstContext as the context definition for Manage Complaints service process.
- Select the default values for read mapping and write mapping.
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Click + New Apex Class.
This action opens a dialog to automatically generate the necessary Apex classes based on the context definition.
- Copy the generated Apex code.
- In a new browser tab, go to Apex Classes in Setup and create an Apex class by using the copied code.
- Return to the generation dialog, and then click Next Node to go to the next generated Apex class.
- Copy the code and create the next Apex class in Setup. Repeat this process until you create all the generated Apex classes.
- Reload the Unified Catalog setup page to register the newly created classes.
- In the Context Definitions for Unified Catalog section, click New again.
- Select your context definition, read mapping, and write mapping.
- In the Apex Class field, select the last Apex class that you created for the service process.
- Save your changes.
