Loading
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Create an Integration Definition for Financial Account Transaction Details

          Create an Integration Definition for Financial Account Transaction Details

          Create integration definitions for APIs for Get Financial Account Transaction 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 Transaction Details, enter the details as shown here:
            Field Name Field Value
            Type Apex Defined
            Name FSC GetTransaction
            Developer Name FSC_GetTransaction
            Description Config for get transaction api
            FSC Create an integration definition get transaction
          4. Click Next.
          5. In the Apex Class field, select financialservices.TransactionServiceIntegrationProvider.
          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.
           
          Loading
          Salesforce Help | Article