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I am looking to get hands on experience in Service Process Studio for Financial Services Cloud. I am unable to see any option to request a Playground with Service Process Studio included/pre-installed.

 

Please point me to help material with details to request for such a Playground.

1 réponse
  1. 6 oct., 12:36

    Hi Sachin, There is no Trailhead Playground you can request with Service Process Studio already in it. The Service Process Studio module says the same thing: do not try those clicks in a playground. Agentforce Financial Services (the product that used to be called Financial Services Cloud) is not installed there. For hands-on, use an FSC trial. Salesforce has a configured one with sample data, and a base one that is empty: https://developer.salesforce.com/free-trials/comparison/financial-services-cloud Sign up, open the Financial Services app, and look for Service Process Studio. You need admin access in that org. The prebuilt processes, such as Order Checkbook, are an easy place to click around before you build one from scratch. If you are a partner, the longer-lived option is a Financial Services demo org or a partner developer edition from the Partner Community. The public trial expires in about 30 days. Hope that gets you into an org where the studio actually shows up.

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