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          Create an Integration Definition for Financial Account Details

          Create an Integration Definition for Financial Account Details

          Create integration definitions for APIs for Get Financial Account Details.

          Required Editions

          Available in: Lightning Experience

          Available in: Professional, Enterprise, and Unlimited Editions

          User Permissions Needed
          To use Get Financial Account Details and Get Financial Account Transactions:

          Financial Services Cloud Extension OR Financial Services Cloud Foundations OR FSC Sales OR FSC Service

          To assign permissions: Customize Application
          1. In Setup, in the Quick Find box, enter Integration Definitions, and then select Integration Definitions.
          2. Click New.
          3. To create the configuration for Get Financial Account Details, enter the details as shown here:
            Field Name Field Value
            Type Apex Defined
            Name FSC GetBalance
            Developer Name FSC_GetBalance
            Description Config for get balance api
            FSC integration definition get balance
          4. Click Next.
          5. In the Apex Class field, select financialservices.AccountBalanceServiceIntegrationProvider.
          6. The Attribute Name and Attribute Value are autopopulated. To point to a different named credential, enter an Attribute Name and Attribute Value.
          7. Click Save.
           
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