Setup and Configuration of the Manage Credit Limit Service Process
Give your service reps an easy-to-follow process to help customers adjust their credit limits, by enabling the Manage Credit Limit service process through Service Process Studio.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Agentforce Financial Services is enabled |
Here are the artifacts and components used for this process.
| TYPE | NAME | WHAT IT DOES |
|---|---|---|
| API Endpoints | /SavingsAccount/{accountId}/Initiate | Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| /SavingsAccount/{accountId}/Delete | ||
| /CurrentAccount/{accountId}/Initiate | ||
| /CurrentAccount/{accountId}/Delete | ||
| Integration Definitions | FSCRtl_ManageCreditLimit | Calls the API to submit a client’s request in the card banking system. |
| FSCRtl_FetchCardLimits | ||
| Apex | fscserviceprocess.FSCRtlMngCrLmtIntegProvider | Implements the business logic required for the service process integration. |
| fscserviceprocess.FSCRtlFetchCardLimits | ||
| Omniscript | FSCRtl/ManageCreditLimit | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Manage Credit Limit | Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | Manage Credit Limit | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSCRtl/ManageCreditLimit/Multi-Language | Adds an Omniscript to the Action Launcher component. |
- Assign Permissions for the Manage Credit Limit Service Process
To use the Manage Credit Limit service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Manage Credit Limit Service Process
Turn on Agentforce Financial Services Integrations and connect your external banking system to Salesforce. - Create Integration Definitions for the Manage Credit Limit Service Process
The Manage Credit Limit service process uses the FSCRtl_ManageCreditLimit and FSCRtl_FetchCardLimits integration definitions. It calls the API to submit the client’s Manage Credit Limit request to the card management system. You can use these integration definitions, or create your own. - Clone the Omniscript for the Manage Credit Limit Service Process
Give your users a guided path for completing the request intake process in the Manage Credit Limit service process. Use the Manage Credit Limit Omniscript as is, or customize it to meet your business needs. - Clone the Manage Credit Limit Salesforce Flow
Show your users the step-by-step instructions to submit a Manage Credit Limit request for a client. Customize the flow to meet your business needs. - Incorporate Your Company Logo in Manage Credit Limit Service Process Communications
Use your company logo in an email template and use the template with the Manage Credit Limit service process for customer interactions. - Create a Manage Credit Limit Service Process from a Template
Create a unique version of the Manage Credit Limit service process and enter the details to ensure users have a tailored and efficient way to manage credit limit. - Add Data Attributes for the Manage Credit Limit Service Process
Create data attributes to store the information that a customer provides. The Manage Credit Limit service process has predefined data attributes. Create more data attributes based on your business needs. - Create Document Types for the Manage Credit Limit Service Process
Set up document types that let your users select a supporting documentation type that confirms the client’s details, requesting a limit adjustment. - Create a Decision Matrix for the Manage Credit Limit Service Process
Create a decision matrix and add the Manage Credit Limit service process name and document types. The Manage Credit Limit Service process uses the Business Rules Engine to make rules using decision matrices and expression sets. These rules show a list of valid document types that a user can choose from. Document types are a list of supporting documentation that a user can request from a client to validate the new information. - Create an Expression Set for the Manage Credit Limit Service Process
Create an expression set to read the values in the decision matrix and populate the values in the document type. - Create a Manage Credit Limit Action
To give your users quick access to the Manage Credit Limit Omniscript, create an Action Launcher deployment that uses the service process template. If you have an existing Action Launcher deployment, add the Manage Credit Limit Omniscript to it. - Add the Manage Credit Limit Action to the Account Page
Add the Manage Credit Limit Action Launcher component to the account page layout to give your users quick access to the Manage Credit Limit Omniscript. - Add the Manage Credit Limit Action to the Card Record Page
Give your users quick access to the Manage Credit Limit Omniscript. Add the Manage Credit Limit action launcher component to the card record page to make it easier and faster for users to manage their card limits when needed. - Configure State and Country or Territory Picklists for Managae Credit Limit 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.
Did this article solve your issue?
Let us know so we can improve!
