Salesforce Financial Services Cloud Setup Guide
This page describes how to configure an existing Salesforce Financial Services Cloud (FSC) instance to support the default MuleSoft Accelerator for Financial Services functionality. These instructions assume that the required FSC packages have been deployed to the target Salesforce instance and that the appropriate permissions have already been assigned.
Record Types
The following record types must exist in the corresponding objects for the accelerator assets to function correctly.
Salesforce Object | Record Type |
---|---|
Account |
Household |
Financial Account |
Blockchain Account |
Financial Account |
General Ledger Account |
Financial Account |
Money Market Account |
Financial Account Transaction |
Financial Account Transfer Transaction |
Lead |
Lead |
Follow the instructions for each object below.
Account & Lead
To enable the Household
record type in Account
object, follow the below steps:
-
Click the Salesforce Setup icon.
-
Navigate to
Users -> Profiles
. -
Select the target profile for the service account user.
-
Navigate to
Object Settings -> Accounts
and click the Edit button. -
Under
Record Types and Page Layout Assignments
check theHousehold
record type. -
Click the Save button.
Follow the same steps but this time enable the Lead
record type on the Lead
object.
Financial Account
To create the Blockchain Account
record type in the Financial Account object, first create a page layout for it based on an existing layout.
-
Select the
Object Manager
tab from the Setup home page. -
Select the
FinServ_FinancialAccount__c
object. -
Select
Page Layouts
from the left nav and click New. -
Select an existing page layout (for example, "Financial Account (Savings Account) Layout").
-
Set the
Page Layout Name
field to "Financial Account (Blockchain Account) Layout". -
Click Save to create the new layout.
Select Page Layouts
from the left nav to return to the list and repeat the above steps to create the General Ledger Account
and Money Market Account
page layouts.
Now create the new Blockchain Account
record type:
-
Select
Record Type
from the left nav and click New. -
Select an existing record type (for example, "Savings Account").
-
Fill out the following fields as indicated.
-
Record Type Label
-> "Blockchain Account" -
Record Type Name
-> "Blockchain" (change default value). -
Description
-> "Represents a Blockchain account"
-
-
Enable the
Active
checkbox. -
In the list of profiles, check the
Make available
option the profile assigned to the target API service account (at a minimum). -
Click Next and select the option
Apply one layout to all profiles
. -
Select the page layout "Financial Account (Blockchain Account) Layout".
-
Click Save.
Repeat the above steps to create the General Ledger Account
and Money Market Account
record types. Be sure to select the correct page layout corresponding to the record type.
The new record types should now be available in the Record Types
section. You can verify that the new record type is also available to the target user profile as follows:
-
Navigate to
Users -> Profiles
. -
Select the target profile.
-
Navigate to
Object Settings -> Financial Accounts
(the object you edited earlier) and click the Edit link. -
Verify that the new record types are listed under
Record Types and Page Layout Assignments
.
Financial Account Transaction
The standard record type Financial Account Transaction supports the transaction types DebitTransaction
and CreditTranction
. The Financial Account Transfer Transaction record type must be created to support the TransferTransaction
and PaymentTransaction
transaction types.
The steps for creating the Financial Account Transfer Transaction
record type are similar to those above, but for the Financial Transaction
object instead.
-
In the Object Manager, select the
FinServ_FinancialAccountTransaction__c
object. -
Select
Page Layouts
from the left nav and click New. -
Select an existing page layout (for example, "Financial Account Transaction Layout").
-
Set the
Page Layout Name
field to "Financial Account Transfer Transaction Layout". -
Click Save.
-
Select
Record Types
from the left nav and click New. -
Select an existing record type (for example, "Financial Account Transaction") if available, otherwise use "--Master--".
-
Fill out the following fields as indicated.
-
Record Type Label
-> "Financial Account Transfer Transaction". -
Record Type Name
-> "Financial_Account_Transfer" (change default value). -
Description
-> "Defines a transaction that represents a generic transfer from one account to another".
-
-
Enable the
Active
checkbox. -
In the list of profiles, check the
Make available
option the profile assigned to the target API service account (at a minimum). -
Click Next and select the option
Apply one layout to all profiles
. -
Select the page layout "Financial Account Transfer Transaction Layout".
-
Click Save.
The new record type can be verified as above.
Custom Fields
The following fields must be created in the corresponding objects.
Salesforce Object | Field Label | Field Name | Data Type | Length | Unique* | ExternalId |
---|---|---|---|---|---|---|
Account |
Global Billing Address ID |
Global_BillingAddress_Id |
Text |
36 |
Y |
Y |
Account |
Global Customer ID |
Global_Customer_Id |
Text |
36 |
Y |
Y |
Account |
Global Email Address ID |
Global_EmailAddress_Id |
Text |
36 |
Y |
Y |
Account |
Global Fax Number ID |
Global_FaxNumber_Id |
Text |
36 |
Y |
Y |
Account |
Global Mailing Address ID |
Global_MailingAddress_Id |
Text |
36 |
Y |
Y |
Account |
Global Mobile Number ID |
Global_MobileNumber_Id |
Text |
36 |
Y |
Y |
Account |
Global Party ID |
Global_Party_Id |
Text |
36 |
Y |
Y |
Account |
Global Phone Number ID |
Global_PhoneNumber_Id |
Text |
36 |
Y |
Y |
Account |
Global Shipping Address ID |
Global_ShippingAddress_Id |
Text |
36 |
Y |
Y |
Account |
Customer Status |
Customer_Status |
Picklist |
- |
N |
N |
Contact |
Global Email Address ID |
Global_EmailAddress_Id |
Text |
36 |
Y |
Y |
Contact |
Global Individual ID |
Global_Individual_Id |
Text |
36 |
Y |
Y |
Contact |
Global Phone Number ID |
Global_PhoneNumber_Id |
Text |
36 |
Y |
Y |
Contact |
Global Mobile Number ID |
Global_MobileNumber_Id |
Text |
36 |
Y |
Y |
Contact |
Global Other Address ID |
Global_OtherAddress_Id |
Text |
36 |
Y |
Y |
Contact |
Global Mailing Address ID |
Global_MailingAddress_Id |
Text |
36 |
Y |
Y |
FinServ_Card__c |
Card Type |
Card_Type |
Picklist |
- |
N |
N |
FinServ_Card__c |
Cardholder Name |
Cardholder_Name__c |
Text |
100 |
N |
N |
FinServ_Card__c |
Credit Card Type |
Credit_Card_Type__c |
Picklist |
- |
N |
N |
FinServ_Card__c |
Global Card ID |
Global_Card_Id__c |
Text |
36 |
Y |
Y |
FinServ_FinancialAccount__c |
Global Account ID |
Global_Account_Id__c |
Text |
36 |
Y |
Y |
FinServ_FinancialAccount__c |
Initial Transaction ID |
Initial_Transaction_Id__c |
Text |
36 |
N |
N |
FinServ_FinancialAccount__c |
Last Payment Amount |
LastPaymentAmount__c |
Currency |
(16,2) |
N |
N |
FinServ_FinancialAccount__c |
Last Payment Date |
LastPaymentDate__c |
Date |
- |
N |
N |
FinServ_FinancialAccount__c |
Last Statement Date |
LastStatementDate__c |
Date |
- |
N |
N |
FinServ_FinancialAccount__c |
Last Transaction Amount |
LastTransactionAmount__c |
Currency |
(16,2) |
N |
N |
FinServ_FinancialAccount__c |
Last Transaction Type |
LastTransactionType__c |
Picklist |
- |
N |
N |
FinServ_FinancialAccount__c |
Last Transaction ID |
Last_Transaction_Id__c |
Text |
36 |
N |
N |
FinServ_FinancialAccount__c |
Maximum Monthly Withdrawals |
Maximum_Monthly_Withdrawals__c |
Number |
18 |
N |
N |
FinServ_FinancialAccount__c |
Monthly Withdrawal Limit |
Monthly_Withdrawal_Limit__c |
Number |
(16,2) |
N |
N |
FinServ_FinancialAccountTransaction__c |
Debit Financial Account |
Debit_Financial_Account__c |
Lookup |
- |
- |
- |
FinServ_FinancialAccountTransaction__c |
Credit Financial Account |
Credit_Financial_Account__c |
Lookup |
- |
- |
- |
FinServ_FinancialAccountTransaction__c |
Global Transaction ID |
Global_Transaction_Id__c |
Text |
36 |
Y |
Y |
FinServ_FinancialAccountTransaction__c |
Originator ID |
Originator_Id__c |
Text |
36 |
Y |
N |
InsurancePolicy |
Global Policy ID |
Global_Policy_Id__c |
Text |
36 |
Y |
Y |
Opportunity |
ACH Transfer Authorization Document ID |
Ach_Transfer_Auth_Document_Id |
Text |
36 |
N |
N |
Opportunity |
Asset Transfer Authorization Document ID |
Asset_Transfer_Auth_Document_Id |
Text |
36 |
N |
N |
Opportunity |
Document Signatures Received |
Document_Signatures_Received__c |
Checkbox |
- |
- |
- |
Opportunity |
KYC Completed |
KYC_Completed__c |
Checkbox |
- |
- |
- |
*Unique fields should be case-sensitive
Create via Apex Script
An Apex class called CustomFieldUtility
can be used to create custom fields programmatically. The source for this class can be found in the FINS Common Resources project. Download this project and follow the steps below.
-
Click on Salesforce Setup icon and select
Developer Console
to open a new console window -
Go to
File -> New -> Apex class
and create a new class namedCustomFieldUtility
-
Copy the code from
fins-common-resources/salesforce/CustomFieldUtility.apxc
to the script editor -
Select the
File -> Save
menu option to compile and save the class -
Select
Debug -> Open Execute Anonymous Window
-
Copy and paste the contents of
fins-common-resources/salesforce/CreateCustomFields.txt
into the window. -
Enable the
Open Log
option and click the Execute button.
Once the script completes, select the Debug Only
filter option to show just the results of each create request. Verify that all fields have been successfully created.
Create Manually via Salesforce
To create each of these custom fields and enable visibility for them on page layouts:
-
Click the Salesforce Setup icon.
-
Select the
Object Manager
tab from the Setup home page. -
Find and select the target Salesforce object.
-
Select the
Fields & Relationships
page. -
Click the New button and create the field as specified above.
-
Once the field has been created, click the
Set Field-Level Security
button (or do these steps later - see below). -
Enable for desired profile, or tick the checkbox next to
Visible
to enable visibility for the desired profile(s).
Repeat these steps for each custom field in the above list.
Instead of adjusting permissions for each field as you go, if you are only making them available to one or two profiles it may be more efficient to go to the Users -> Profiles -> {profile} -> Object Settings for each object and adjust the permissions for multiple fields at once.
|
Additional Notes
-
The Card Type picklist values are DebitCard and CreditCard.
-
The Credit Card Type picklist values are Amex, Discover, Mastercard, Visa, and Other.
-
The Last Transaction Type picklist values are CreditTransaction, DebitTransaction, TransferTransaction, and PaymentTransaction.
-
The Customer Status picklist values are Prospect, Onboarding, Active, Inactive, Closed, Deceased, Delinquent, and Dormant.
-
The Debit Financial Account and Credit Financial Account fields looks up respective Financial Accounts.
-
All
Global_*_Id__c
fields should be visible in layouts (as described above) but made read-only to avoid issues with data synchronization.
Enable Financial Accounts in Sales
When the Financial Services Cloud feature is added to the Salesforce instance, the Commercial and Retail Banking apps are provided to work with financial accounts. If you want to enable the Financial Accounts tab on the Sales app, follow these steps:
-
Navigate to the
Sales
app home page. -
Click the pencil icon on the right corner of the navigation pane, which opens the
Edit Sales App Navigation Items
dialog box. -
Click Add More Items.
-
Navigate to
All
under theAvailable Items
menu. -
Search for
Financial Accounts
and Select it. -
Click
Add 1 Nav Item
and then click Save.
Enable Transaction Status
The default implementation of the solution requires the enablement of additional values for the transaction status picklist in the target FSC instance. This can be done as follows:
-
Click the Salesforce Setup icon.
-
Select the
Object Manager
tab from the Setup home page. -
Find and select the
FinServFinancialAccountTransactionc
Salesforce object. -
Navigate to
Fields and Relationships
and select theFinServTransactionStatusc
picklist field. -
Scroll down to the
Values
section and click New. -
Enter the values for
Cancelled
andInitial
on separate lines and click Save.
Enable Transaction Types
The default implementation of the solution also requires the enablement of additional transaction types. The steps are similar to those above:
-
Click the Salesforce Setup icon.
-
Select the
Object Manager
tab from the Setup home page. -
Find and select the
FinServ_FinancialAccountTransaction__c
Salesforce object. -
Navigate to
Fields and Relationships
and select theFinServ_TransactionType__c
picklist field. -
Scroll down to the
Values
section and click New. -
Enter the values for
Payment
andTransfer
on separate lines and click Save.
Workflow Rules
To display a specific page layout based on the record type, a Workflow rule is created. To ensure the page layout changes based on the record type Financial Account Transfer Transaction
, follow the below steps:
-
Click the Salesforce Setup icon.
-
Navigate to
Process Automation -> Workflow Rules
. -
Click the New Rule button.
-
Select
FinServ_FinancialAccountTransaction__c
from the Object dropdown. -
Enter Rule Name as
Transfer Transaction Type
and description asDefines a transaction that represents a generic transfer from one account to another
. -
Set
Evaluation Criteria
ascreated, and any time it
s edited to subsequently meet criteria`. -
In the
Rule Criteria
section, selectcriteria are met
. -
In the first row, select the field as
Financial Account Transaction: Transaction Type
, operator asequals
, and value asTransfer
. -
In the second row, select the field as
Financial Account Transaction: Transaction Type
, operator asequals
, and value asPayment
. -
Set filter logic
1 OR 2
. Click Save. -
In
Workflow Actions
, underImmediate Actions
, selectNew Field Update
. -
Set
Name
asTransfer Transaction Type
. -
In
Field to Update
, selectRecord Type
. Click Next. -
In
Specify New Field Value
, selectFinancial Account Transfer Transaction
from the record type dropdown. -
Click Save.
Enable Multiple Currencies
The default implementation of the solution requires the enablement of multiple currency support in the target FSC instance. This can be done as follows:
-
Click the Salesforce Setup icon.
-
Navigate to
Company Settings -> Company Information
. -
Click Edit and enable the
Activate Multiple Currencies
option. -
Click Save.
If desired, click the Currency Setup button to add support for additional currency codes (for example, EUR).
Create Platform Events and Apex Triggers
The following Platform Event Objects and Apex Triggers must be created in order to capture updates from Salesforce. The scripts to create these Apex Triggers and add fields to Platform Event Objects are located in the FINS Common Resources project.
Salesforce Object | Salesforce Platform Event Object | Salesforce Platform Event API Name | Apex Trigger Name |
---|---|---|---|
Account |
Account |
Account__e |
AccountEventsPub |
Contact |
Contact |
Contact__e |
ContactEventsPub |
Account |
AccountAddresses |
AccountAddresses__e |
AccountAddressEventsPub |
Account |
Household |
Household__e |
HouseholdEventsPub |
Lead |
Lead |
Lead__e |
LeadEventsPub |
Opportunity |
Opportunity |
Opportunity__e |
OpportunityEventsPub |
FinServ_FinancialAccount__c |
FinancialAccount |
FinancialAccount__e |
FinancialAccountEventsPub |
FinServ_FinancialAccountTransaction__c |
FinancialAccountTransaction |
FinancialAccountTransaction__e |
TransactionsEventsPub |
FinServ_Card__c |
FinancialCard |
FinancialCard__e |
CardsEventsPub |
Create Platform Event Object
This implementation requires creation of Platform Events in Salesforce. To create a Platform Event Object following the below steps:
-
Login to Salesforce.
-
Click Setup to search for Platform Events in Quick Find Box. Platform Events Page under Integrations section appears with list of available Platform Events.
-
Click New Platform Event button to create an Object and enter Platform Information Details fields like Label, Plural Label and Object with Object Name and Event API Names as above table. Click Save. Repeat this step for creating multiple Salesforce Platform Event Objects as mentioned in the above table.
-
To add Custom Fields & Relationships to Platform Event Definitions, run the utility scripts (
CreatePlatformEventsCustomFields.txt
) available in the FINS Common Resources under the/salesforce
folder.
Create Apex Triggers
Follow the below steps to create the Apex Triggers
-
Login to Salesforce.
-
Click Setup to search for Object Manager in Quick Find Box.
-
Search for the Salesforce Object. A page appears with Details of the Object.
-
Click Triggers unders the Details section to see list of available triggers on the Object. Click New.
-
Copy the Trigger Script code searching by Apex Trigger Name (mentioned in the above table for the SalesforceObject) in CreateApexTriggers.txt of FINS Common Resources to the script editor. CreateApexTriggers.txt file is available under /salesforce folder.
-
Obtain the
LastModifiedById
andRecordTypeId
(if it exists) by running the queries mentioned in the trigger from Developer Console. -
Replace the values in the script and Save the trigger.
-
Click Save and ensure isActive checkbox is ticked.
-
Repeat the steps for all the Salesforce objects in the above table.
Additional Notes
-
All the Apex Triggers created above filters records based on
LastModifiedBy <> {Service account ID}
. This is to filter out updates done by the Salesforce Customers and Salesforce Financial System APIs to avoid cyclical updates. This can be obtained by running the querySELECT Id FROM User WHERE Username='<service-account-username>'
in the Developer Console. -
The Apex Triggers AccountEventsPub, and AccountAddressEventsPub also filter records based on record type ID. The record type ID can be obtained by running the query
SELECT Id,Name FROM RecordType where Name='Household' and sObjectType='Account'
in the Developer Console. -
The Apex Trigger HouseholdEventsPub also filter records based on record type ID. The record type ID can be obtained by running the query
SELECT Id,Name FROM RecordType where Name='Account' and sObjectType='Account'
in the Developer Console.
Adding Mailing Address to Person Account details Page
The following instructions assume that support for Person Accounts is already enabled. Perform the following actions to enable Mailing Address on the Person Account detail page.
-
Click the Salesforce Setup icon.
-
Select the
Object Manager
tab from the Setup home page. -
Search for
Person Account
and select it. -
From the menu on the left, click on
Page Layouts
and select the layout you want to adjust. -
Click the
Fields
tab on the palette to show all the available fields. -
Search for
MailingAddress
and select it. -
Drag the field from the palette and drop it in the
Address Information
section of the layout -
Click the Save button.
Creating Contacts not Associated with an Account
These instructions assume that the Salesforce FSC instance includes access to the Contact
object.
-
Click the Salesforce Setup icon.
-
Select the
Object Manager
tab from the Setup home page. -
Search for
Contact
and select it. -
From the menu on the left, click on
Page Layouts
and select the layout you want to adjust. -
Find the
Account Name
field on the layout and hover over it. Then, click the wrench icon to show the field properties. -
Deselect the
Required
checkbox and confirm your changes. -
Click the Save button.
Adding Fields to Opportunity Page
Perform the following actions to enable custom fields in Opportunity default page.
-
Click the Salesforce Setup icon.
-
Select the
Object Manager
tab from the Setup home page. -
Search for
Contact
and select it. -
From the menu on the left, click on
Page Layouts
and select the layout you want to adjust. -
Click the
Fields
tab on the palette to show all the available fields. -
Search for
KYC Completed
and select it. -
Drag the field from the palette and drop it in the
Opportunity Information
section of the layout. -
Repeat the last two steps to add the
Document Signatues Recieved
,Ach Transfer Auth Document Id
, andAsset Transfer Auth Document Id
fields. -
Click the Save button.
Configure Connected App for Authentication
Follow the below steps to generate the Consumer Key
and Consumer Secret
values required for Salesforce authentication.
-
Click the Salesforce Setup icon.
-
Navigate to
Apps -> App Manager
. -
Select
New Connected App
. -
Enter Connected App Name:
MuleSoft Accelerator
, API Name:MuleSoft_Accelerator
and set your email address. -
In the
API (Enable OAuth Settings)
section, check the boxEnable OAuth Settings
. -
Set the callback URL
http://localhost
. -
From the
Selected OAuth Scopes
list, selectFull access (full)
. -
Click Save and then Continue.
-
Click the Manage button to view details for the new connected app.
-
Click the Edit Policies button.
-
In the
OAuth Policies
section, forPermitted Users
selectAll users may self-authorize
. -
For
IP Relaxation
, select theRelax IP restrictions
option. -
Click Save.
You now need to copy the Consumer Key
and Consumer Secret
values for use in configuring Mule application deployments. More specifically, these must be supplied as the values for the sfdc.fsc.client-id
and sfdc.fsc.client-secret
properties found in the FSC-BANKING-DEV
, FSC-Insurance-DEV
and FSC-WEALTH-DEV
profiles in your Maven settings.xml
file.
-
On the Setup Home page, navigate to
Apps -> App Manager
. -
Locate your new connected app and choose
View
from the actions dropdown for that item (last column on the right). -
Under the
API (Enable OAuth Settings)
section, click the Manage Consumer Details button. -
Verify your identity by entering the verification code that was emailed to you.
-
Copy the key and secret values and update your
settings.xml
file as described above.
Download the FINS Common Resources project for a sample settings.xml
file that can be used as a starting point.
Generating Security Token for Service Account
A token needs to be generated for the service account used by the Mule applications in order to connect to the FSC instance.
-
Login to Salesforce as the Service Account User (the account that will be used by the Mule applications for connecting to Salesforce).
-
Click the Username icon in the top right corner and select
Settings
from the menu. -
Select
My Personal Information -> Reset My Security Token
(if not found, see note below). -
Click Reset Security Token.
-
Check the email inbox for an email from Salesforce with the new security token.
If the option to reset your security token is not available, it is likely that one or more Login IP Ranges are in effect. These can be temporarily removed from the settings page of the profile assigned to the service account user. |
Contact Point Mappings
The following table lists the conditions used to assign ContactPoints in Salesforce:
CIM PartyRole - Party | Salesforce Object - Record Type | Condition | Action in Salesforce | Comments |
---|---|---|---|---|
Customer - Individual |
Account - PersonAccount |
ContactPointAddress with |
Assign Address as |
If multiple addresses match this condition, the one with primaryFlag set to true is used; if none set the first one will be used |
Customer - Individual |
Account - PersonAccount |
ContactPointAddress with |
Assign Address as |
|
Customer - Individual |
Account - PersonAccount |
ContactPointPhone with |
Assign Phone Number as |
If multiple phones match this condition, the one with primaryFlag set to true is used; if none set the first one will be used |
Customer - Individual |
Account - PersonAccount |
ContactPointPhone with |
Assign Phone Number as |
|
Customer - Organization |
Account - Account |
ContactPointAddress with |
Assign Address as |
If multiple addresses match this condition, the one with primaryFlag set to true is used; if none set the first one will be used |
Customer - Organization |
Account - Account |
ContactPointAddress with |
Assign Address as |
If multiple addresses match this condition, the one with primaryFlag set to true is used; if none set the first one will be used |
Customer - Organization |
Account - Account |
ContactPointAddress with |
Assign Address as |
|
Customer - Organization |
Account - Account |
ContactPointPhone with |
Assign Phone Number as |
If multiple phones match this condition, the one with primaryFlag set to true is used; if none set the first one will be used |
Customer - Organization |
Account - Account |
ContactPointPhone with |
Assign Phone Number as |
*The default value for all flags is false
.
Creating Stop Check and Stop ACH Buttons
To enable Stop Check and Stop Automated Clearing House (ACH) features, you must create a button for both features in your Salesforce org. Follow these steps to create the buttons:
-
Set up named credentials for making HTTP calls to Mule APIs.
-
Deploy the Stop Check and Stop ACH flows from the package provided in FINS Common Resources. See Flow Builder in Salesforce Help for information about creating flows.
-
Add Stop Check and Stop ACH buttons to the Financial Account object in your Salesforce org. See Customize Standard and Custom Buttons on Page Layouts in Salesforce Help for information about creating buttons.
-
Create a quick action for each button to enable users to access the buttons easily. See Create a Quick Action for a Flow for information about creating quick actions.