Clone the Manage Beneficiaries Salesforce Flow for Wealth Banking Service Process
Show your users the step-by-step instructions to submit a Manage Beneficiaries 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 Manage Beneficiaries flow:
Customize Application
The Process Manage Beneficiaries orchestration notifies the account that a Manage
Beneficiaries 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 Manage Beneficiaries
service process.
From Setup, in the Quick Find box, enter Flows, and then select
Flows.
Click New Flow.
Search for Process Wealth Manage Beneficiaries, and select the
Process Wealth Manage Beneficiaries orchestration template.
Save your changes.
Enter a label and a description for the orchestration.
Enter WlthManageBenfProc as the API name for the
orchestration.
Save your changes.
Refresh the Process Manage Beneficiaries orchestration page.
Save and activate the Manage Beneficiaries Flow orchestration.
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