fsc-insurance-impl

Setup

Setup Steps

Connect your Salesforce and MuleSoft Instances

  1. From Setup, in the Quick Find box, enter Integrations Setup, and then select Integrations > MuleSoft > MuleSoft Direct.
  2. In Financial Services Cloud Integrations, click I accept the terms and conditions.
  3. Turn on Financial Services Cloud Integrations.
  4. Click Connect to MuleSoft Instance.
  5. Select a server and click Next.
  6. Enter your MuleSoft username and password and sign in.
  7. Grant access to your MuleSoft account.
    • It takes a few minutes for Salesforce to connect to MuleSoft.
    • Your Salesforce and MuleSoft instances are now connected. You can view the connection details and available integrations.

Enable the Integration Between Salesforce and the Insurance Carrier Policy Admin

  1. On the Integrations Setup page, in the Available Integrations section, from the list of available integrations, choose the integration you want to use, and then click Enable.
  2. Select the business group that you want to enable the integration for.
  3. Select the environment where you want to enable the integration.
  4. Enter the app name. Make sure that the app name is unique for your MuleSoft instance.
  5. Click Next.
  6. To connect to the Insurance Carrier Policy Admin, select the authentication protocol for the integration and its dependent apps, and then enter the relevant details.
  7. Enable the integration and wait for the process to be completed. A named credential is created for the enabled integration.
  8. From Setup, enter Named Credential in the Quick Find box, and then select Named Credentials.
  9. Verify that a named credential was added for the connected MuleSoft instance.
TypeExample
OrganizationMuleSoft
Published by
MuleSoft Organization
Published onJun 12, 2025
Asset overview
Industries CloudFSC
Custom fields

Asset versions for 1.0.x

Asset versions
VersionActions
1.0.0