Setup and Configuration of the Manage Card Usage Service Process
Give your service reps an easy-to-follow process to help customers set and adjust their card usage limits, by enabling the Manage Card Usage 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.
- Assign Permissions for the Manage Card Usage Service Process
To use the Manage Card Usage service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Manage Card Usage Service Process
Turn on Financial Services Cloud Integrations and connect your external banking system to Salesforce. - Create Integration Definitions for the Manage Card Usage Service Process
The Manage Card Usage Service Process uses the FSCRtl_ManageCardUsage, FSCRtl_FetchCardLimits, and FSCRtl_FetchCardControls integration definitions. The service process calls the API to submit the client’s Manage Card Usage request to the card management system. You can use these integration definitions, or create your own. - Clone the Omniscript for the Manage Card Usage Service Process
Give your users a guided path for completing the request intake process in the Manage Card Usage service process. Use the Omniscript as is, or customize it to meet your business needs. - Clone the Manage Card Usage Salesforce Flow
Show your users the step-by-step instructions to submit a Manage Card Usage request for a client. Customize the flow to meet your business needs. - Incorporate Your Company Logo in Manage Card Usage Service Process Communications
Use your company logo in an email template and use the template with the Manage Card Usage service process for customer interactions. - Create a Manage Card Usage Service Process from a Template
Create a unique version of the Manage Card Usage service process to provide a personalized and seamless experience for your users. - Add Data Attributes for the Manage Card Usage Service Process
Create data attributes to store the information that a customer provides. The Manage Card Usage service process has predefined data attributes. Create more data attributes based on your business needs. - Create a Manage Card Usage Action
Create an Action Launcher deployment that uses the service process template to give your users quick access to the Manage Card Usage Omniscript. If you have an existing action launcher deployment, add the Manage Card Usage Omniscript to it. - Add the Manage Card Usage Action to the Account Page
To give your users quick access to the Manage Card Usage Omniscript, add the Manage Card Usage Action Launcher component to the account page layout. - Add the Manage Card Usage Action to the Card Record Page
Give your users quick access to the Manage Card Usage Omniscript to ensure they can easily and efficiently manage their card usage. - Configure State and Country or Territory Picklists for Manage Card Usage 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 existing state, country, and territory data and customizations.
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