Create a Service Process to View and Update Direct Deposit Details

Create a Service Process and Add Attributes

1. From the App Launcher, find and select Unified Catalog.
2. From the sidebar, click Services.
3. Click New Service.
4. Click Service Process, and then click Next.
5. Enter a name for the service process.
6. Save your changes.
7. Click Next.
8. In the Attribute Canvas section, add attributes to the service process.

   These attributes are applicable to only the US region.

   Name	Data Type	Parent Attribute
   accountNickname	Text	paymentElections
   accountNumber	Text	paymentElections
   accountType	Text	paymentElections
   bankAccountNickname	Text	paymentElections
   bankCurrencyCode	Text	paymentElections
   bankIdNumber	Text	paymentElections
   bankName	Text	paymentElections
   countryCode	Text	paymentElections
   currencyCode	Text	paymentElections
   distributionType	Text	paymentElections
   distributionValue	Text	paymentElections
   iBan	Text	PaymentElections
   nameOnAccount	Text	paymentElections
   order	Text	paymentElections
   paymentElections	ListOfMap
   paymentType	Text	paymentElections
   paymentTypeGroupName	Text	paymentElections

9. Click Next.
10. Save your changes.

Configure the Intake Form

1. In Setup, find and select Flows.
2. Click New Flow.
3. In the Screen category, click View All.
4. In the Templates section, click the Update Direct Deposit Details template.
5. Update the value of the NamedCredential variable.
6. In the Create Service Request Case element, select a dynamic invocable action by searching with the name or the ID of the service process you created.
7. For the Payment Elections input of the action, pass the updatedPaymentElections Apex collection as an input.
8. Click Save as New Flow, and activate the flow.

Create an Integration Definition

Attach the Intake Form

1. From the App Launcher, find and select Unified Catalog.
2. From the sidebar, click Services.
3. Click the service process you created.
4. In the Intake Form screen, click Attach an Existing Form.
5. Select Screen Flow, and then click Next.
6. Select the flow you configured, and then click Next.
7. Save your changes, and click Activate.

Add the Service Process to a Catalog

Select an existing catalog or create a new catalog.

1. From the Unified Catalog navigation menu, click Catalogs.
2. Click New.
3. Enter the required information, and select Service Process as the catalog type.
4. Save your changes.
5. In the Categories section, click New Category.
6. Enter the required information, and save your changes.
7. In the Categories section, click the category you created.
8. Click Add, and select Existing Products and Services.
9. Select the service process you created, and save your changes.

Configure the Unified Catalog Component

1. From Setup, in the Quick Find box, enter All Sites, and then select All Sites.
2. Next to the name of your Employee Portal site, click Builder.
3. From Home, click Service Catalog in the builder page menu.
4. In the builder canvas, delete the Employee Portal Service Catalog component.
5. From the Components pane, drag the Unified Catalog component onto the content section of builder canvas.
6. In the Unified Catalog pane, enter the record ID.
   The Record Id field is populated with {!recordId} by default. If you add the Unified Catalog component to catalog pages and want the Record Id value to be automatically populated at runtime based on the user-selected catalog, retain {!recordId} as the value. If you add the component to any other page, enter the unique ID of a catalog in the Record Id field. See Locate the Unique ID of a Record in Salesforce.
7. In the Unified Catalog pane, type custom titles in the Component Title and All Services Tab Title fields.
   To configure other fields, see Customize the Product-Browsing Experience.