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            Service Process Automation with Service Process Studio

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            3. Financial Services Cloud Admin Guide

            Service Process Automation with Service Process Studio

            Design and build custom service processes by using Service Process Studio. Service Process Studio provides a dedicated environment to build case-driven processes from the ground up. This framework uses custom setup objects, such as SvcCatalogItemDef, to define service attributes. It relies on the Service Process Connect API to generate case requests. Modifying or adding new data attributes in this framework requires writing custom Apex code.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled.
            • Service Process Studio
              Service Process Studio helps you design customer service processes quickly and efficiently. Service agents can launch these service processes and get started with the customer service operations.
            • Standard Retail Banking Service Processes for Financial Services Cloud
              Implementing and executing effective service processes is a key factor for customer satisfaction. Building service processes and configuring integrations with external systems is a time-consuming and complex task.
            • Standard Insurance Service Processes for Financial Services Cloud
              Implementing and executing effective service processes is a key factor for customer satisfaction. Building service processes and configuring integrations with external systems is a time-consuming and complex task.
            • Standard Wealth Banking Service Processes for Financial Services Cloud
              Implementing and executing effective service processes is a key factor for customer satisfaction. Building service processes and configuring integrations with external systems is a time-consuming and complex task.
            • Eligibility Rules for Service Processes
              Integrate Service Process Studio with Product Catalog Management to enable controlled access for service processes. Configure customer eligibility rules and user access control for service processes so that your users and customers see only the relevant service processes in the Action Launcher.
             
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