Setup and Configuration of the Order Checkbook Service Process for Retail Banking
Use the Service Process Studio to enable the Order Checkbook service process to give your agents an easy-to-follow process for capturing new checkbook orders 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 | For current account - /CurrentAccount/{accountId}/IssuedDevice/Initiate | Calls the outbound API endpoints in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request. |
| For savings account - /SavingsAccount/{accountId}/IssuedDevice/Initiate | ||
| Integration Definition | FSC_OrderCheckbook | Calls the API to submit a client’s request in the core banking system. |
| Apex | fscserviceprocess.OrderCheckbookIntegrationProvider | Implements the business logic required for the service process integration. |
| Omniscript | FSC/OrderCheckbook | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Order Checkbook Request | Activates record-triggered flow orchestrator whenever a request is made, attempts to process it, and acts based on the outcome. |
| Service Process Template | Order Checkbook | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSC/OrderCheckbook/Multi-Language | Adds Omniscript to the action launcher component. |
- Assign Permissions for the Order Checkbook Service Process for Retail Banking
To use the Order Checkbook service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Order Checkbook Service Process
Turn on Agentforce Financial Services Integrations and create a MuleSoft named credential to connect your external banking system to Salesforce. - Create an Integration Definition for the Order Checkbook Service Process
The Order Checkbook Service Process uses thefscserviceprocess.OrderCheckbookIntegrationProviderintegration definition. It calls the API to submit the client’s checkbook request in the core banking system. You can use this integration definition, or create your own. - Clone and Activate the Omniscript for the Order Checkbook Service Process
Clone and activate the FSC/OrderCheckbook Omniscript. This Omniscript gives your users a guided path for completing the request intake process in the Order Checkbook service process. Use the Omniscript as it is, or customize it to meet the needs of your business. - Clone and Activate the Order Checkbook Salesforce Flow
Use the Process Order Checkbook Request Salesforce Flow Orchestration to show your users the step-by-step instructions to submit an Order Checkbook request for a client. You can customize the flow to meet your business needs. - Incorporate Your Company Logo in Order Checkbook Service Process Communications for Retail Banking
Use your company logo in an Email template and use it with the Order Checkbook service process for customer interactions. - Create an Order Checkbook Service Process from a Template
Create a unique version of the Order Checkbook service process and enter the details. - Add Data Attributes for the Order Checkbook Service Process
You can create data attributes to store information that a customer provides. The Order Checkbook service process has predefined data attributes. You can create more as needed to meet the needs of your business. - Create an Order Checkbook Action
Create an action launcher deployment that uses the service process template to give your users quick access to the Order Checkbook Omniscript. If you have an existing action launcher deployment, add the Order Checkbook Omniscript to it. - Add the Action to the Person Account Page for the Order Checkbook Service Process
Add the Order Checkbook action launcher component to the person account page layout to give your users quick access to the Order Checkbook Omniscript.
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