Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
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
          Add Data Attributes for the Transfer Funds to Own Account Service Process

          Add Data Attributes for the Transfer Funds to Own Account Service Process

          Create data attributes to store information that a customer provides. The Transfer Funds to Own Account service process has predefined data attributes. However, to capture the recurring payment details associated with a fund transfer, add the Recurring Payment Option data attribute of type Base with the base object as Fund Transfer Request. 

          Required Editions

          User Permissions Needed
          To add attributes: Customize Application
          1. From Setup, in the Quick Find box, enter Service Process Studio, and then click Service Process Studio.
          2. Edit a service process or create one.
          3. Select Data Attributes, and then click New Data Attribute.
            Before you update a flow, deactivate it.
          4. Enter Recurring Payment Option as name for the attribute and recurring_payment_option as API name.
          5. Select the attribute type as Base.
          6. Select the base object as Fund Transfer Request.
          7. Select the field identifier as Recurring Payment Option.
          8. Select the data type as Picklist.
          9. If needed, select a parent attribute.
          10. If needed, enter a default value and description.
          11. Optionally, select Required.
          12. Click Add.
          13. Save your changes, and activate the service process.
           
          Loading
          Salesforce Help | Article