---
schema_version: "1"
id: e5b2cc20a19c182b04d8f62748fee1cbafa57e3a310d3926e279fac2fd6e1184
title: Address Update
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_setup_service_processes_address_update.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_setup_service_processes_address_update.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 85371cab948668f737e119f1661c37e0cbd9b2fcc95bb6f19160ff9bfda89b92
description: Keep customers' address information updated on behalf of them to ensure timely and accurate updates related to loans and leases.
products:
  - Automotive
release: "264"
---
# Address Update

Keep customers' address information updated on behalf of them to ensure timely and accurate updates related to loans and leases.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d65697e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65697e71 ">To assign permission sets to users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65697e71 ">
              <p>Assign Permission Sets</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65697e71 ">To turn on MuleSoft Integration, create integration definitions, clone the Omniscripts
              and flows:</td>

            <td class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d65697e71 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65697e71 ">To create service process:</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65697e71 ">To submit a request for Address Update:</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65697e71 ">To activate and deactivate flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65697e71 ">Manage flow</td>

          </tr>
        </tbody>
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d65697e138">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65697e138 ">To set up the Address Update service process</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65697e138 ">
              <p>Industries Service Process, Industry Service Excellence, Omnistudio, Document Checklist,
                Business Rules Engine</p>
              <p>Read, Create, Edit, Delete, View All Records access for Case, Service Catalog Request,
                and Document Checklist Items objects </p>
              <p>Read, Create, Edit, Delete, View All Records access for Decision Matrix, Decision Matrix
                Columns, Decision Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set
                Object Aliases, Expression Set Step Relationships, Expression Set Versions objects</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Vehicle And Asset Finance Foundation permission set</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65697e138 ">To use the Address Update service process</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65697e138 ">
              <p>Industries Service Process, Industry Service Excellence, Omnistudio, Document Checklist,
                Business Rules Engine</p>
              <p>Read, Create, Edit, Delete access for Case, Service Catalog Request, and Document
                Checklist Items objects </p>
              <p>Read, View All Records access for Decision Matrix, Decision Matrix Columns, Decision
                Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set Object Aliases,
                Expression Set Step Relationships, Expression Set Versions objects</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Vehicle And Asset Finance Foundation permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_important.png)

Important The topics linked in this document explain how Service Processes work with Financial Services Cloud. But you can refer to the topics to follow the steps to create and customize the service processes with a few configurations specific to Automotive Cloud. Make sure to assign the user permissions specific to Automotive Cloud only.

1. Assign permissions to users.
    1. From Setup, in the Quick Find box, enter Users, and then click **Users**.
    2. Select a user.
    3. In Permission Set License Assignments, click **Edit Assignments**.
    4. Select the **Industries Service Process**, **Industry Service Excellence**, **Omnistudio**, **Document Checklist**, **Rule Engine Runtime**, and **Vehicle And Asset Finance Foundation** permissions.
    5. Save your changes.
2. Follow the task steps in [Connect to MuleSoft and Create a Named Credential](https://help.salesforce.com/s/articleView?id=ind.fsc_service_processes_named_credential.htm&type=5&language=en_US) with these changes.
    1. For step 2 in the above referenced document, go to Automotive Cloud Integrations and click **I accept the terms and conditions**.
    2. For step 3 in the above referenced document, turn on **Automotive Cloud Integrations**.
3. [Create an integration definition](https://help.salesforce.com/s/articleView?id=ind.fsc_service_processes_address_update_integration_definition.htm&type=5&language=en_US).
4. Follow the task steps in[Clone and Activate the Omniscript](https://help.salesforce.com/s/articleView?id=ind.fsc_service_processes_address_update_clone_activate_omniscript.htm&type=5&language=en_US).
5. Follow the task steps in [Clone and Activate the Address Update Salesforce Flow](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_address_update_clone_activate_flow.htm&type=5&language=en_US).
6. [Add the Case Details Lightning Component to the Case Record Page](https://help.salesforce.com/s/articleView?id=ind.spd_add_case_details_lightning_component_to_the_case_record_page.htm&type=5&language=en_US).
7. [Create an Address Update Service Process](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_address_update_service_process.htm&type=5&language=en_US).
8. [Add data attributes](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_address_update_data_attributes.htm&type=5&language=en_US).
9. Follow the task steps in [Update the Address Update Salesforce Flow for Service Catalog Requests](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_address_update_update_flow.htm&type=5&language=en_US) to make changes to your cloned Address Update flow orchestration from step 5.
10. Follow the task steps in [Update the Address Update OmniScript](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_address_update_update_omniscript.htm&type=5&language=en_US) to make changes to your Omniscript from step 4.
11. [Create document types](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_address_update_document_types.htm&type=5&language=en_US).
12. Follow the task steps in [Create a Decision Matrix Set](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_address_update_decision_matrix.htm&type=5&language=en_US).
13. [Create an Expression Set](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_address_update_expression_set.htm&type=5&language=en_US).
14. [Configure state and country picklists for Address Update service process](https://help.salesforce.com/s/articleView?id=xcloud.admin_state_country_picklists_configure.htm&type=5&language=en_US).
15. Follow the task steps in [Create Address Update Action](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_address_update_create_action.htm&type=5&language=en_US) to create an action launcher deployment for your service process.
16. Update the page layouts with the Source System ID field.
    1. In Setup click **Object Manager**.
    2. In the search box, enter and select Financial Account.
    3. Click **Page Layouts** and select **Financial Account Layout**.
    4. In the Quick Find box, enter Source System ID.
    5. Drag the Source System ID field to the Information pane.
    6. Save your changes.
    7. From the App Launcher, select **Finance Console for Automotive**.
    8. From the Finance Console for Automotive app menu, click **Financial Accounts**.
    9. Select a Financial Account.
    10. Update the Source System ID field with your core banking system ID.
17. Follow the task steps in [Add the Address Update Action to the Person Account Page](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_address_update_add_action_person_account.htm&type=5&language=en_US) with these changes.
    1. For step 6 in the above referenced document, select the action launcher deployment that you created in step 15 of this topic.
18. [Activate the Address Update service process](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_address_update_activate.htm&type=5&language=en_US) for the service process you created in step 7 of this topic.
19. Request an address update for a client and complete the address update request form.
    1. From the Finance Console for Automotive App, select **Accounts** from the drop-down menu.
    2. On the Accounts tab, search for and select the Account name.
    3. Click the **Address Update** quick action.
    4. Complete the Address Change form with the client’s new address and click Next.
    5. Select the records to update with the new address and click **Next**.
    6. Select a Document Type and click Upload Files to select a copy of the supporting documentation with the new address. Then click **Next**.
        
        To validate the client’s identity, the client must provide a copy of the valid document type that contains the new address.
    7. Review the address change details and click **Submit**.The address change request is successfully submitted.
        
        A case is created and assigned to a manager for approval.
20. Take action on an Address Update request case.
    1. From the Finance Console for Automotive App, select **Accounts** from the drop-down menu.
    2. On the Case tab, search for and select an Address Update Service Request case.
    3. Click the **Service Request** tab.
    4. Review the new address and selected records to update with the new address.
    5. Click the **Related** tab.
    6. In the Document Checklist Items related list, review the document type and uploaded file.
    7. In Work Guide, click the actions menu on the document file and click **Approve** to verify the document.
    8. To approve the address update request, click **Next**.