FINS Financial Account Sync LWC - Source

This asset is a component of the MuleSoft Accelerator for Financial Services, which accelerates the implementation of essential integration use cases.

The solution boosts time-to-value in your customer 360 initiatives with pre-built APIs, templates, and reference architecture for financial services. Our foundational assets are expertly designed to jumpstart your top integration and business initiatives so that IT teams can spend more time innovating and less time building from scratch.

This asset provides the Lightning Web Component that allows users to sync customers, financial accounts, and transactions from a system of record to Salesforce Financial Services Cloud. The component adds a single action button to initiate the sync process for the current record.

Installing and configuring the component

The following are the prerequisite steps for setting up this Lightning Web Component.

Setting up CORS

1. In Salesforce, ensure "My Domain" is turned on and activated for the org. Search "My Domain" on the Salesforce setup page.

2. Since Salesforce API callouts validate the authenticity and ensure security via the use of CORS, configure the Mule API to support CORS. It can be done in one of 2 ways:

3. Option 1: Via the MuleSoft API manager, add the Cross-Origin Resource Sharing Policy set to Public Resource:
   
   

   

4. Option 2: Manually return the appropriate headers in your Salesforce Experience API:
   
   

   

Installing the component

Installation can be achieved by installing this unlocked Salesforce install package.

Copy the above link and proceed with the following:

1. Log into your SalesForce environment.
2. In the address bar of your browser, paste the package URL listed above.
3. Follow the installation wizard and answer all of the prompts. This package should be "Installed for All Users":
   
   
   
   The following page appears when the package installation completes:
   
   
   
   
4. Add the LWC Action to the page layout by visiting Setup > Object Manager and selecting the appropriate object (e.g., Account). Click Page Layouts and then select the appropriate layout.
5. Locate the new "Sync" component located in "Mobile & Lightning Actions" and drag it to the "Salesforce Mobile and Lightning Experience Actions" bar:
   
   
   
   
6. Save and confirm the functionality:
   
   
   
   

Customizing Salesforce

The Salesforce Managed Package automatically adds a Remote Site Setting and Custom Label, which define the URL endpoint of the API. You can review or change these settings using either of the following methods:

• Remote Site Settings: Click Setup > Security -> Remote Site Settings (or search for Remote Site Settings) and edit "MuleSoft_FSC_Sync":
  
  
  
  

• Custom Label: Click Setup > User Interface > Custom Labels (or search for Custom Labels) and edit "MuleSoft_FSC_Sync":