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            Create and Activate the Orchestration Flow

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            3. Financial Services Cloud Admin Guide

            Create and Activate the Orchestration Flow

            Create an orchestration flow that creates an insurance proof for an account, notifies service reps that the proof is downloadable, and closes the case associated with the request.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To activate the Proof of Insurance Omniscript: Customize Application
            1. From Setup, in the Quick Find box, enter Flow, and then select Flow.
            2. Click New Flow.
            3. Click Use a Template.
            4. Click Flow Orchestration.
            5. Search for and select the Process Insurance Proof Request orchestration.
            6. Click Create, and then save your changes.
            7. Enter a label, API name, and description, and then save and activate the flow.
             
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