Use the Unified Catalog to set up and manage financial service processes. The Unified
Catalog standardizes these processes by defining them as standard products in your Salesforce
instance. Manage both financial products and services in one place. Deploy service processes
quickly by using prebuilt templates. You can also add or modify data attributes visually by
using a Data Mapper instead of writing custom Apex code.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
with Financial Services Cloud and Unified Catalog.
Financial Service Processes in Unified Catalog Use the Unified Catalog to set up and manage financial service processes. The Unified Catalog standardizes these processes by defining them as products in your Salesforce instance. Manage both financial products and services in one place.
Financial Service Processes Migration to the Unified Catalog To migrate service processes from Service Process Studio to the Unified Catalog, make structural changes to your service process definition, data transformations, and API integrations.
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