Connect to MuleSoft and Create a Named Credential for the Update Email or Phone Service
Process
Before you connect to MuleSoft and enable the integration, turn on the setting to
retrieve real-time financial account information from your external core banking system.
From Setup, in the Quick Find box, enter Integrations Setup, and
then select Integrations Setup.
In Financial Services Cloud Integrations, click I accept the terms and
conditions.
Turn on Financial Services Cloud Integrations.
Click Connect to MuleSoft Instance.
Select a server and click Next.
Enter your MuleSoft username and password and sign in.
Grant access to your MuleSoft account.
It takes a few minutes for Salesforce to connect to MuleSoft.
Your Salesforce and MuleSoft instances are now connected. You can view the
connection details and available integrations.
Enable the integration between Salesforce and the core banking system.
On the Integrations Setup page, in the Available Integrations section, from the list of
available integrations, select the integration that you want to enable, and then click
Enable.
Select the business group that you want to enable the integration for.
Select the environment where you want to enable the integration.
Enter the app name.
Make sure that the app name is unique for your MuleSoft instance.
Click Next.
To connect to the core banking system, select the authentication protocol for the
integration and its dependent apps, and then enter the relevant details.
Enable the integration and wait for the process to be completed.
A named credential is created for the enabled integration.
From Setup, enter Named Credential in the Quick Find box, and then
select Named Credentials.
Verify that a named credential was added for the connected MuleSoft instance.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
