MuleSoft Accelerator for Financial Services
Prerequisites
You must perform the following prerequisite FSC customization steps before proceeding:
- Install FSC in the Salesforce org.
- To enable multiple currencies, click the following:
- Setup -> Company Settings -> Company Info -> Edit -> Activate Multiple Currencies
- Add any additional currency codes (e.g., EUR)
- Add FSC Permission Set Licenses and Permission Sets for the Salesforce integration service user.
- Add the following custom fields to FSC objects:
| Salesforce Object | Field Name | Data Type | Length | Unique | ExternalId |
|---|---|---|---|---|---|
| Account | Global_Customer_Id__c | Text | 36 | N | N |
| FinServ__FinancialAccount__c | Global_Account_Id__c | Text | 36 | N | N |
| FinServ__FinancialAccountTransaction__c | Global_Transaction_Id__c | Text | 36 | N | N |
- Enable visibility for any custom fields on the FSC objects:
- Select the object in Object Manager.
- Click the "Set Field-Level Security" button.
- Tick the master checkbox next to "Visible" to enable visibility for all Profiles.
- Enable all Financial Account record types for the System Administrator profile:
- Setup -> Users -> Profiles -> “System Administrator” -> “Object Settings” -> “Financial Account” -> Edit
- Enable all record types by checking all “Assigned Record Types” checkboxes.