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Streamline Updating Client Addresses Using Service Process Studio
Let your users quickly update client addresses using the Address Update Service Process. Use the Service Process Studio to configure the Address Update service process to give your users an easy-to-follow process for updating client addresses.
Note The Financial Services Cloud managed package must be installed in Salesforce before you
can complete these steps.
- Assign Address Update Service Process Permissions to Users
To configure the Address Update Service Process, assign permissions. - Connect to MuleSoft and Create a Named Credential for Address Update Service Process
Turn on Financial Services Cloud Integrations and create a MuleSoft named credential to connect your external banking system to Salesforce. - Create an Integration Definition for Address Update Service Process
The Address Update Service Process uses address_update_integration_definition integration definition. It calls the API to update the client’s address and the financial accounts in the core banking system. You can use this integration definition, or create your own. - Clone and Activate the Address Update Service Process Omniscript
Clone and activate the FSCAddressUpdate/CreateRequest OmniScript. This OmniScript gives your users a guided path for completing the address update request intake process of the address update service process. Use the OmniScript as it is, or customize it to meet the needs of your business. - Clone and Activate the Address Update Salesforce Flow
Use the Address Update Salesforce Flow Orchestration to show your users step-by-step instructions to submit an address update for a client. You can customize the flow to meet your business needs. - Add the Case Details Component to Show Address Update Service Process Data
To show your service representatives all the data attributes associated with a service process request for a case, add the Case Details Lightning component to the case record page. - Create an Address Update Service Process
Create a unique version of the Address Update service process and enter the details. - 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. - Update the Address Update Salesforce Flow for Service Catalog Requests
To trigger the Address Update Salesforce flow only for updates in response to Service Catalog Requests, connect the SvcCatalogItemDefinitionID field to your Address Update service process. Update the Start element in the cloned Address Update Salesforce flow and add your Address Update service process API name. When a case is created, a Service Catalog Request is created. - Update the Address Update OmniScript
Update the name of the Service Process in the cloned version of the FSCAddressUpdate/CreateRequest OmniScript to your Service Process Definition API Name. - Create Document Types for Address Update Service Process
Set up document types that let your users select a supporting documentation type that confirms the client’s new address. - Create a Decision Matrix Set
Create a decision matrix and add your address update service process name and document types. The Address Update Service process uses the Business Rules Engine to create rules using decision matrices and expression sets to show a list of valid document types that a user can select. Document types are a list of supporting documentation that a user can request from a client to validate the client’s new address. - Create an Expression Set for Address Update Service Process
Create an expression set to read the values in the decision matrix and populate the values in the document type. - Configure State and Country Picklists for Address Update Service Process
Choose which states and countries are available in the address update request form for your users when they capture service process requests for updating client addresses. - Create Address Update Action
Create an action launcher deployment that uses the service process template to give your users quick access to the Address Update OmniScript. If you have an existing action launcher deployment, add the Address Update OmniScript to it. - Customize the Page Layouts With Source System ID
Add the Source System ID field to the Financial Account and Account page layouts. This field shows the ID of the record in the core banking system. The ID determines which account to pull data from in the core banking system. - Add the Address Update Action to the Person Account Page
To give your users quick access to the Address Update OmniScript, add the Address Update action launcher component to the person account page layout. - Activate the Address Update Service Process
Confirm the OmniScript, Integration Definition, and Salesforce Flow and activate the Address Update service process. - Configure the Address Update OmniScript
To customize the address update request flow, edit the steps of the Change Address OmniScript. - Required OmniScript Components for Address Update Service Process
Check that the required components are in place in Salesforce to support Address Update Service Process. The Address Update OmniScript calls the following Integration Procedures, Omnistudio Data Mappers, FlexCards, LWCs (Lightning Web Components), and Apex classes.
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