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            Create a Request Insurance Proof Service Process from a Template

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Create a Request Insurance Proof Service Process from a Template

            Create a unique version of the Request Insurance Proof service process and enter the details.

            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 Service Process Studio, and then select Service Process Studio.
            2. Click New Service Process, and then click Create from Template.
            3. Select Request Insurance Proof, and click Save & Launch.
            4. Enter a process name and a unique API name.
              Note
              Note Note the API name. It's used in the Process Insurance Proof Request orchestration template. Here, we have FSCIns_RequestInsuranceProof as the API name used for the new service process which is used in orchestration initiation conditions [Record.SvcCatalogItemDefinition.DeveloperName in the image].
              How the API name is used in the Set Entry Conditions formula
            5. Update the short and long description.
            6. Save your changes.
             
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