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            Create an Initiate Automated Customer Account Transfer Service Process from a Template

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            3. Financial Services Cloud Admin Guide

            Create an Initiate Automated Customer Account Transfer Service Process from a Template

            Provide a personalized and seamless experience for your users by creating a unique version of the Initiate Automated Customer Account Transfer service process.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create the Initiate Automated Customer Account Transfer service process: Customize Application
            1. From Setup, in the Quick Find box, enter Service Process Studio, and then select Service Process Studio.
            2. Click New Service Process, and then select Create from Template.
            3. Select Initiate Automated Account Transfer, and click Save & Launch.
            4. Enter a name and a unique API name for the process.
              You need the API name to update the Initiate Automated Customer Account Transfer Omniscript, flow, and Flexcards.
            5. Update the short and long descriptions.
            6. Save your changes.
             
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