Activate the Address Update Service Process
Confirm the OmniScript, Integration Definition, and Salesforce Flow and activate the Address Update service process.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To set up Address Update service process: | Industries Service Process, Industry Service Excellence, OmniStudio, Document Checklist, Business Rules Engine Case, Service Catalog Request, and Document Checklist Items objects Read, Create, Edit, Delete, View All Records Decision Matrix, Decision Matrix Columns, Decision Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set Object Aliases, Expression Set Step Relationships, Expression Set Versions objects Read, Create, Edit, Delete, View All Records AND Financial Services Cloud Extension OR FSC Service OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
| To use Address Update service process: | Industries Service Process, Industry Service Excellence, OmniStudio, Document Checklist, and Business Rules Engine Case, Service Catalog Request, and Document Checklist Items objects: Read, Create, Edit, Delete Decision Matrix, Decision Matrix Columns, Decision Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set Object Aliases, Expression Set Step Relationships, Expression Set Versions objects: Read, View All Records AND Financial Services Cloud Extension OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
- Enable the OmniStudio Metadata setting. For more information, see Enable OmniStudio Metadata API Support.
- Disable the OmniStudio Managed Package Runtime setting. For more information, see Disable Managed Package Runtime.
- In Setup, in the Quick Find box, enter Service Process Studio, and then click Service Process Studio.
- Click Update for the service process you created in the Create an Address Update Service Process topic.
- Click Request Form and confirm the OmniScript.
- Click Integration Definition and confirm the Integration Definition.
- Click Fulfillment Flow and confirm the Salesforce Flow.
- Click Activate.
