Setup and Configuration of the Reset PIN Service Process
With Service Process Studio, enable the reset PIN service process so that your service reps can help their customers securely reset their PINs through an easy-to-follow process.
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 Reset PIN Service Process
To use the Reset PIN service process, assign the relevant permissions to your users. - Set Up MuleSoft Integration and Create a Named Credential for the Reset PIN Service
Enable MuleSoft Integration to connect your external banking system to Salesforce and create a named credential for the Reset PIN service process. Securely retrieve real-time financial account information from your external card management system. - Create Integration Definitions for the Reset PIN Service Process
The Reset PIN service process uses the FSCRtl_ResetPIN and FSCRtl_ValidateCardDetails integration definitions. It calls the API to submit the client’s PIN reset request to the card management system. You can use these integration definitions, or create your own. - Clone the Omniscript for the Reset PIN Service Process
Give your users a guided path for completing the request intake process in the Reset PIN service process. Use the Reset PIN Omniscript as is, or customize it to meet your business needs. - Clone the Reset PIN Salesforce Flow
Show your users the step-by-step instructions to submit a Reset PIN request for a client. Customize the flow to meet your business needs. - Incorporate Your Company Logo in Reset PIN Service Process Communications
Use your company logo in an email template and use the template with the Reset PIN service process for customer interactions. - Create a Reset PIN Service Process from a Template
Create a unique version of the Reset PIN service process and enter the details to ensure users have a tailored and efficient way to reset PIN. - Add Data Attributes for the Reset PIN Service Process
Create data attributes to store the information that a customer provides. The Reset PIN service process has predefined data attributes. Create more data attributes based on your business needs. - Create a Reset PIN Action
To give your users quick access to the Reset PIN Omniscript, create an Action Launcher deployment that uses the service process template. If you have an existing action launcher deployment, add the Reset PIN Omniscript to it. - Add the Reset PIN Action to the Account Page
Add the Reset PIN action launcher component to the account page layout to give your users quick access to the Reset PIN Omniscript. - Add the Reset PIN Action to the Card Record Page
Give your users quick access to the Reset PIN Omniscript. Add the Reset PIN action launcher component to the card record page to make it easier and faster for users to reset their PINs when needed.
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