Clone the Initiate Vehicle First Notice of Loss Salesforce Flow
Show your users the step-by-step instructions for submitting the Initiate Vehicle First
Notice of Loss 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 Initiate Vehicle First Notice of Loss flow:
Customize Application
The Process FSC INS Initiate Vehicle First Notice of Loss orchestration notifies the account
that an Initiate Vehicle First Notice of Loss 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 Initiate Vehicle First Notice of Loss orchestration to the
Initiate Vehicle First Notice of Loss service process.
From Setup, in the Quick Find box, enter Flows, and then select
Flows.
Click New Flow.
Click Use a Template.
Select Flow Orchestration Templates from the list.
Find and select the Process FSC INS Initiate Vehicle First Notice of
Loss orchestration.
Save your changes.
Enter a label and a description for the orchestration.
Enter FSCINSVehicleFNOL as the API name for the orchestration.
Save your changes.
Refresh the Process Initiate Vehicle First Notice of Loss orchestration page.
Save and activate the Initiate Vehicle First Notice of Loss Flow orchestration.
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