Setup and Configuration of the Change Billing Cycle Service Process
To give your service reps an easy-to-follow process for adjusting the payment due date or statement calculation date, enable the Change Billing Cycle service process by using Service Process Studio.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
Here are the artifacts and components used for this process.
| TYPE | NAME | WHAT IT DOES |
|---|---|---|
| API Endpoints | /CreditCard/{creditCardId}/Update | Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| /CreditCard/{creditCardId}/Retrieve | ||
| Integration Definition | FSCRtl_ChgBillCycl | Calls the API to submit a client’s request in the card banking system. |
| FSCRtl_ChgBillCyclFetchCardBillingDetails | ||
| Apex | fscserviceprocess.FSCRtlChgBillCyclIntegProvider | Implements the business logic required for the service process integration. |
| fscserviceprocess.FSCRtlChgBillCyclFetchCardBillingDetails | ||
| Omniscript | FSCRtl/ChangeBillingCycle | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Change Billing Cycle | Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | Change Billing Cycle | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSCRtl/ChangeBillingCycle/Multi-Language | Adds an Omniscript to the Action Launcher component. |
- Assign Permissions for the Change Billing Cycle Service Process
To use the Change Billing Cycle service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Change Billing Cycle Service Process
Turn on Financial Services Cloud Integrations and connect your external banking system to Salesforce. - Create Integration Definitions for the Change Billing Cycle Service Process
The Change Billing Cycle service process uses the FSCRtl_ChgBillCycl and FSCRtl_ChgBillCyclFetchCardBillingDetails integration definitions. It calls the API to submit the client’s Change Billing Cycle request to the card management system. You can use these integration definitions, or create your own. - Clone the Omniscript for the Change Billing Cycle Service Process
Give your users a guided path for completing the request intake process in the Change Billing Cycle service process. Use the Omniscript as is, or customize it to meet your business needs. - Clone the Change Billing Cycle Salesforce Flow
Give your users the step-by-step instructions for submitting a Change Billing Cycle request for a client. Customize the flow to meet your business needs. - Incorporate Your Company Logo in Change Billing Cycle Service Process Communications
Use your company logo in an email template and use the template with the Change Billing Cycle service process for customer interactions. - Create a Change Billing Cycle Service Process from a Template
Create a unique version of the Change Billing Cycle service process to provide a personalized and seamless experience for your users. - Add Data Attributes for the Change Billing Cycle Service Process
Create data attributes to store the information that a customer provides. The Change Billing Cycle service process has predefined data attributes. Create more data attributes based on your business needs. - Create a Change Billing Cycle Action
Create an Action Launcher deployment that uses the service process template to give your users quick access to the Change Billing Cycle Omniscript. If you have an existing action launcher deployment, add the Change Billing Cycle Omniscript to it. - Add the Change Billing Cycle Action to the Account Page
To give your users quick access to the Change Billing Cycle Omniscript, add the Change Billing Cycle action launcher component to the account page layout. - Add the Change Billing Cycle Action to the Card Record Page
Give your users quick access to the Change Billing Cycle Omniscript to ensure that users can easily and swiftly manage their billing cycle. - Configure State and Country or Territory Picklists for Change Billing Cycle Service Process
Standard or custom address fields use picklists for the State and Country address fields. Before you enable standard or custom address fields, configure the State and Country/Territory picklists. Configure picklists to ensure continuity and data integrity with existing state, country, and territory data and customizations.
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