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            Clone the Report First Notice of Loss for Homeowners Salesforce Flow

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            3. Financial Services Cloud Admin Guide

            Clone the Report First Notice of Loss for Homeowners Salesforce Flow

            Show your users the step-by-step instructions to submit a First Notice of Loss for Homeowners request for a client. You can 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 Report First Notice of Loss for Homeowners flow: Customize Application

            The Process Report First Notice of Loss for Homeowners orchestration notifies the account that an Report First Notice of Loss for Homeowners 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 Report First Notice of Loss for Homeowners orchestration to the Report First Notice of Loss for Homeowners 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 Report First Notice of Loss for Homeowners orchestration.
            6. Save your changes.
            7. Enter a label and a description for the orchestration.
            8. Enter ProcRptFstNtceOfLsHo as the API name for the orchestration.
            9. Save your changes.
            10. Refresh the Process Report First Notice of Loss for Homeowners orchestration page.
            11. Activate the flow orchestration.
             
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