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Update Email or Phone

Keep your address information updated to ensure timely and accurate updates related to loans and leases.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To set up and use the Address Update service process Industries Service Process, Industry Service Excellence, OmniStudio, Document Checklist, Business Rules Engine
Important
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, and Vehicle And Asset Finance Foundation permissions.
    5. Save your changes.
  2. Follow the task steps inConnect to MuleSoft and Create a Named Credential for the Update Email or Phone Service Process with these changes.
    1. For step 1b in the above document, in Automotive Cloud Integrations, click I accept the terms and conditions.
    2. For step 1c in the above document, turn on Automotive Cloud Integrations.
  3. Follow the task steps in Create an Integration Definition for the Update Email or Phone Service Process.
  4. Clone and Activate the Omniscript for the Update Email or Phone Service Process.
  5. Clone and Activate the Update Email or Phone Salesforce Flow.
  6. Incorporate Your Company Logo in Update Email or Phone Service Process Communications.
  7. Create an Update Email or Phone Service Process from a Template.
  8. Create an Update Email or Phone Action.
  9. Add the Action to the Person Account Page for the Update Email or Phone Service Process.
  10. Submit an Update Email or Phone Request.