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            Add a Picklist Value for Issued Card Status

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            3. Financial Services Cloud Admin Guide

            Add a Picklist Value for Issued Card Status

            To capture the status of issued cards, such as a debit or credit cards, for card related subagents during agent interactions, add the required picklist values to the Status field for the Issued Card object. Complete this step only if you are using the Financial Account Management standard objects.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            User Permissions Needed
            To add picklist values in Status Field in Issued Card Object: Customize Application
            1. In Setup, go to Object Manager.
            2. In the Quick Find box, enter Issued Card, and then select Issued Card.
            3. Select Fields & Relationships.
            4. Select Status, and add Active picklist value.
            5. Save your changes.
             
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