Create an Address Update Service Process
Create a unique version of the Address Update service process and enter the details.
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 |
- In Setup, in the Quick Find box, enter Service Process Studio, and then click Service Process Studio.
- Click New Service Process and then click Create from Template.
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Select Address Update and click Save &
Launch.
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Enter a process name and unique API name.
Important Make a note of the API Name. Use it to update the Address Update OmniScript, FlexCard, and Decision Matrix. -
Update the short and long description.
- Save your changes.
