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Provide a Comprehensive View of Customer Financial Account Details
Using the FSCFinancialAccountsSummary component, service agents can view financial accounts, transactions, and record alerts associated with accounts in one place. The financial account details show information stored in Salesforce. The comprehensive view of financial account details helps agents to resolve customer queries quickly and efficiently.
To view financial account and financial account transaction details on the record pages for these accounts, assign OmniStudio permissions, and Financial Services Cloud Extension or the Financial Services Cloud Foundations permission set license to users, and customize the Lightning pages.
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Financial Account Management for Financial Services Cloud..
- Assign a Permission Set License to Users
To give your users access to the FSCFinancialAccountsSummary component, assign them the necessary permission set licenses. - Assign OmniStudio Permissions to Users
Give users access to OmniStudio so that the users can create and run OmniScripts, Data Mappers, FlexCards, and Integration Procedures. - Assign Permissions for Financial Account and Related Objects
Make sure that your users have access to Financial Account and related objects. You can assign access to Advisor, Personal Banker, or custom profiles. - Customize Lightning Pages to View Financial Accounts and Transactions
Stay on top of your client’s financial account details and transaction details by adding three components to record pages. - View a Summary of Your Financial Account Details
View financial accounts, transactions, and record alerts associated with the financial accounts on an account record page. - View Financial Account and Transaction Details
View financial account details and financial account transaction details associated with financial accounts on the FSCFinancialAccountDetails and FSCFinancialAccountTransactionDetails cards. - View Real-Time Account and Financial Account Information
Using the Data Consumption Framework, MuleSoft integration, and FlexCards components, show your users real-time account and financial account details and transaction details. The refresh button on the FSCFinancialAccountsSummary, FSCFinancialAccountDetails, and FSCFinancialAccountTransactionDetails components lets your users quickly see up-to-date client financial information.
