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 to Store Address Update Data

            You are here:

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

            Add Data Attributes to Store Address Update Data

            Optionally, create data attributes to store information from a client. The Address Update service process has predefined data attributes. You can create more as needed to meet the needs of your business.

            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
            1. In Setup, in the Quick Find box, enter Service Process Studio, and then click Service Process Studio.
            2. Edit an existing service process or create one.
            3. Select Data Attributes and then click New Data Attribute.
              Service process data attributes
              .
            4. Enter an Attribute Name and API Name.
            5. Select an Attribute Type.
            6. Select a Data Type.
            7. Optionally, select a Parent Attribute.
            8. Optionally, enter a Default Value and Description.
            9. Optionally, select Required.
              New data attribute
            10. Click Add.
            11. Save your changes.
             
            Loading
            Salesforce Help | Article