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          Configure State and Country Picklists for Service Processes

          Configure State and Country Picklists for Service Processes

          Make sure that your users can select valid state and country values in the intake forms of your service processes. Enable and configure the standard state and country/territory picklists in Salesforce to support address data capture for specific banking and insurance service processes.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog.

          Several financial service processes require users to enter address information, such as shipping destinations for checkbooks or billing addresses for insurance policies. These Omniscript forms rely on the standard Salesforce state and country picklists.

          Perform this task only if you’re setting up these service processes.

          • Address Update
          • Change Billing Cycle
          • Lock or Unlock Card
          • Manage Beneficiaries
          • Manage Card Usage
          • Manage Credit Limit Service
          • Order Checkbook
          • Notify Travel Plans
          • Request Loan Payoff Statement
          • Initiate Vehicle First Notice of Loss
          • Report First Notice of Loss for Homeowners
          • Estate Planning
          • Initiate Automated Customer Account Transfer
          • Manage Beneficiaries for Wealth Banking
          • Manage Standing Instructions for Wealth Banking
          • Set Up Required Minimum Distribution
          • Update Profile

          See Configure State and Country/Territory Picklists.

           
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