FINS Salesforce Customers System API - Implementation Template

This implementation template assumes that the required FSC packages have been deployed to the target Salesforce instance and that the appropriate permissions have already been assigned. It has the following dependencies:

• Custom fields
• Creating Contacts that are not associated with an Account
• Adding Mailing Address to Person Account Details page in Salesforce
• Adding fields to Opportunity page in Salesforce
• Security token for service account user in Salesforce
• Connected App in Salesforce

Instructions to configure the above dependencies can be found in the Salesforce Financial Services Cloud setup guide.

Next steps

The Deployment tab provides instructions on how to properly configure the application for running locally from Studio or deploying to CloudHub.