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

            Provide a secure URL and authentication parameters that your Salesforce instance needs to exchange real-time data with external banking systems.

            Required Editions

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

            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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