Setup and Configuration of the Manage Standing Instructions Service Process for Retail Banking
Use the Service Process Studio to enable the Manage Standing Instructions service process to give your agents an easy-to-follow process for capturing standing instructions from your customers.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Here are the artifacts and components used for this process:
| TYPE | NAME | WHAT IT DOES |
|---|---|---|
| API Endpoints | Retrieve standing instructions -
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Calls the outbound API endpoints in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request. |
Add standing instructions -
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Modify standing instructions -
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Cancel standing instructions -
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| Integration Definitions | FSC_ManageStandingInstructions | Calls the API to submit a client’s request in the core banking system. |
| FSC_GetRecurringTransactions | ||
| Apex | fscserviceprocess.ManageStandingInstructionsIntegPrvd | Implements the business logic required for the service process integration. |
| fscserviceprocess.RecurringTransactionsServiceIntegPrvd | ||
| Omniscript | FSC/ManageStandingInstructions | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Manage Standing Instructions Request | Activates record-triggered flow orchestrator whenever a request is made, attempts to process it, and acts based on the outcome. |
| Service Process Template | Manage Standing Instructions | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSC/ManageStandingInstructions/Multi-Language | Adds Omniscript to the action launcher component. |
- Assign Permissions for the Manage Standing Instructions Retail Banking Service Process
To use the Manage Standing Instructions service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Manage Standing Instructions Service Process
Turn on Agentforce Financial Services Integrations and create a MuleSoft named credential to connect your external banking system to Salesforce. - Create Integration Definitions for the Manage Standing Instructions Service Process
The Manage Standing Instructions Service Process uses thefscserviceprocess.ManageStandingInstructionsIntegPrvdandfscserviceprocess.RecurringTransactionsServiceIntegPrvdintegration definitions. It calls the API to submit the client’s standing instructions request in the core banking system. You can use these integration definitions, or create your own. - Clone and Activate the Omniscript for the Manage Standing Instructions Service Process
Clone and activate the FSC/ManageStandingInstructions Omniscript. This Omniscript gives your users a guided path for completing the request intake process in the Manage Standing Instructions service process. Use the Omniscript as it is, or customize it to meet the needs of your business. - Clone and Activate the Manage Standing Instructions Salesforce Flow
Use the Process Manage Standing Instructions Request Salesforce Flow Orchestration to show your users the step-by-step instructions to submit a Manage Standing Instructions request for a client. You can customize the flow to meet your business needs. - Incorporate Your Company Logo in Manage Standing Instructions Service Process Communications for Retail Banking
Use your company logo in an Email template and use it with the Manage Standing Instructions service process for customer interactions. - Create a Manage Standing Instructions Service Process for Retail Banking from a Template
Create a unique version of the Manage Standing Instructions service process and enter the details. - Add Data Attributes for the Manage Standing Instructions Retail Banking Service Process
You can create data attributes to store information that a customer provides. The Manage Standing Instructions service process has predefined data attributes. You can create more as needed to meet the needs of your business. - Create a Manage Standing Instructions Action for Retail Banking Service Process
Create an action launcher deployment that uses the service process template to give your users quick access to the Manage Standing Instructions Omniscript. If you have an existing action launcher deployment, add the Manage Standing Instructions Omniscript to it. - Add the Action to the Person Account Page for the Manage Standing Instructions Service Process
Add the Manage Standing Instructions action launcher component to the person account page layout to give your users quick access to the Manage Standing Instructions Omniscript.
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