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            Create an Integration Definition for Address Update Service Process

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            3. Financial Services Cloud Admin Guide

            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.

            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 Sales

            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
            Important
            Important You must use the API name address_update_integration_definition for the integration definition. This exact API name is referenced in the Address Update flow. If you use a different name, the flow fails during execution. If you've already created the integration definition with a different name, update the IntegrationDefinition variable in the Address Update flow to match your integration definition's Developer name.
            1. In Setup, in the Quick Find box, enter Integrations Definitions, and then select Integrations Definitions.
            2. Click + New.
            3. Create an Integration Definition with these settings:
              1. For Type, select Apex Defined.
              2. For Name and Developer name, enter address_update_integration_definition.
                Warning
                Warning The Developer name must be exactly address_update_integration_definition. This name is referenced by the Address Update Salesforce Flow and is required for the Install from Template process to work correctly.
              3. Click Next.
              4. For Apex Class, select auto_fsc_common_service_processes.AddressUpdateProcessBaseIntegrationProvider.
              5. For Attribute Value, select the new named credential that you create.
                Apex class integration definition
              6. Save the definition and then click Activate.
             
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