Setup and Configuration of the Lock or Unlock Card Service Process
Give your service reps an easy-to-follow process to help customers lock or unlock their cards, by enabling the Lock or Unlock Card service process through 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 | To Retrieve Card Status: /CreditCard/{creditCardId}/IssuedDevice/{issuedDeviceId}/Retrieve /CurrentAccount/{currentaccountId}/IssuedDevice/{issueddeviceId}/Retrieve /SavingsAccount/{savingsaccountId}/IssuedDevice/{issueddeviceId}/Retrieve To Update Card: /CreditCard/{creditCardId}/IssuedDevice/{issuedDeviceId}/Update /CurrentAccount/{currentaccountId}/IssuedDevice/{issueddeviceId}/Update /SavingsAccount/{savingsaccountId}/IssuedDevice/{issueddeviceId}/Update To Retrieve Card Limits: /CreditCard/{creditCardId}/Retrieve /CurrentAccount/{currentaccountId}/Retrieve /SavingsAccount/{savingsaccountId}/Retrieve |
Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| Integration Definitions | FSCRtl_LockUnlockCard | Calls the API to submit a client’s request in the card management system. |
| FSCRtl_FetchCardLimits | ||
| FSCRtl_FetchCardControls | ||
| Apex | fscserviceprocess.FSCRtlLkUnlckCardIntegPrvd | Implements the business logic required for service process integration. |
| fscserviceprocess.FSCRtlFetchCardLimits | ||
| fscserviceprocess.FSCRtlFetchCardControls | ||
| Omniscript | FSCRtl/LockUnlockCard | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Lock or Unlock Card | Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | Lock Unlock Card | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSCRtl/LockUnlockCard/Multi-Language | Adds an Omniscript to the action launcher component. |
- Assign Permissions for the Lock or Unlock Card Service Process
To use the Lock or Unlock Card service process, assign the relevant permissions to your users. - Set Up MuleSoft Integration and Create a Named Credential for the Lock or Unlock Card Service Process
Enable MuleSoft Integration to connect your external banking system to Salesforce and create a named credential for the Lock or Unlock Card service process. Securely retrieve real-time financial account information from your external card management system. - Create Integration Definitions for the Lock or Unlock Card Service Process
The Lock or Unlock Card service process uses the fscserviceprocess.FSCRtlLkUnlckCardIntegPrvd, fscserviceprocess.FSCRtlFetchCardLimits, and fscserviceprocess.FSCRtlFetchCardControls integration definitions. The service process calls the API to submit the client’s Lock or Unlock Card request to the card management system. You can use these integration definitions, or create your own. - Clone the Omniscript for the Lock or Unlock Card Service Process
Give your users a guided path for completing the request intake process in the Lock or Unlock Card service process. Use the Omniscript as is, or customize it to meet your business needs. - Clone the Lock or Unlock Card Salesforce Flow
Show your users the step-by-step instructions to submit a Lock or Unlock Card request for a client. Customize the flow to meet your business needs. - Incorporate Your Company Logo in Lock or Unlock Card Service Process Communications
Use your company logo in an email template and use the template with the Lock or Unlock Card service process for customer interactions. - Create a Lock or Unlock Card Service Process from a Template
Create a unique version of the Lock or Unlock Card service process to provide a personalized and seamless experience for your users. - Add Data Attributes for the Lock or Unlock Card Service Process
Create data attributes to store the information that a customer provides. The Lock or Unlock Card service process has predefined data attributes. Create more data attributes based on your business needs. - Create a Lock or Unlock Card Action
Create an Action Launcher deployment that uses the service process template to give your users quick access to the Lock or Unlock Card Omniscript. If you already have an action launcher deployment, add the Lock or Unlock Card Omniscript to it. - Add the Lock or Unlock Card Action to the Account Page
To give your users quick access to the Lock or Unlock Card Omniscript, add the Lock or Unlock Card action launcher component to the account page layout. - Add the Lock or Unlock Card Action to the Card Record Page
Give your users quick access to the Lock or Unlock Card Omniscript to ensure they manage their card security easily and swiftly. - Configure State and Country or Territory Picklists for Lock or Unlock 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. Configuring picklists ensures continuity and data integrity with the existing state, country, and territory data and customizations.
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