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            Clone the Estate Planning Salesforce Flow

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Clone the Estate Planning Salesforce Flow

            Show your users the step-by-step instructions for submitting an Estate Planning request for a client. Customize the flow to meet your business needs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To clone the Estate Planning flow: Customize Application

            The Process Estate Planning orchestration notifies the account that an estate planning request was made and attempts to process the request. If the attempt is successful, the orchestration closes the associated case and notifies the account. If the attempt fails, the orchestration notifies the case owner.

            Customize and add the Process Estate Planning orchestration to the Estate Planning service process.

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Click Use a Template.
            4. Select Flow Orchestration Templates from the list.
            5. Find and select the Process Estate Planning orchestration, and click Create.
            6. Save your changes.
            7. Enter a label and a description for the orchestration.
            8. Enter ProcessEstatePlanning as the API name for the orchestration.
            9. Save your changes.
            10. Refresh the Process Estate Planning orchestration page.
            11. Save and activate the Estate Planning Flow orchestration.

            See Also

             
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