Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Data Attributes for the Update Billing Frequency Service Process

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Add Data Attributes for the Update Billing Frequency Service Process

            Create data attributes to store information that a customer provides. The Update Billing Frequency service process has predefined data attributes. Create more data attributes based on your business needs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To add attributes: Customize Application
            1. From Setup, in the Quick Find box, enter Service Process Studio, and then click Service Process Studio.
            2. Edit a service process or create one.
              Before you update a service process, deactivate it.
            3. Select Data Attributes, and then click New Data Attribute.
            4. Enter a name and an API name for the attribute.
            5. Select the attribute type.
            6. Select the data type.
            7. If needed, select a parent attribute.
            8. If needed, enter a default value and description.
            9. If needed, select Required.
            10. Click Add.
            11. Save your changes and activate the service process.
             
            Loading
            Salesforce Help | Article