Get Started with Financial Services Integrations

Salesforce provides integration apps for integrating Financial Services Cloud with external banking systems. The integration apps are templates with prebuilt transformations that are deployed on MuleSoft.

Financial Service integration apps follow the BIAN canonical model. BIAN designs are canonical, meaning they can be consistently interpreted by any bank in many different implementation situations. To learn more about BIAN, see Introduction to BIAN.

Watch this video to understand how you can connect Salesforce and MuleSoft instance and turn on the integrations.

To access the integration apps, you must have a MuleSoft subscription.

Before you use MuleSoft Direct Integrations, you must read and accept the terms and conditions of usage and enable access to them. See Enable Access to MuleSoft Direct Integrations.

Securely connect your Salesforce and MuleSoft instance by logging in to your MuleSoft Anypoint Platform account or by using the credentials from a connected app in your MuleSoft instance. See Connect Your Salesforce and MuleSoft Instances.

Learn the different types of financial service integration apps available in MuleSoft Exchange and when to use them.

Turn on an integration to configure and deploy an instance of the integration and its dependent apps in your MuleSoft instance. Enable an integration multiple times to create multiple instances of the same integration. See Enable Integrations.

After you deploy an integration app in your MuleSoft instance, you can extend the app in Anypoint Studio to meet your business needs. See Extend your Integration App.

After the integration asset is deployed, Salesforce creates a named credential for the integration instance. The named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition. See Named Credentials in Salesforce Help.