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            Incorporate Your Company Logo in Service Process Communications

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            Incorporate Your Company Logo in Service Process Communications

            Customize the acknowledgment emails sent to customers upon request submission by adding your company logo. Clone the autolaunched flow for the service process and update the header image URL to point to your hosted company logo.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog.
            User Permissions Needed
            To activate and deactivate flows: Manage flow

            Service processes use standard autolaunched flows to send an automatic acknowledgment email to customers immediately after they submit a request. By default, these emails use a generic header. Clone the specific email flow for your service process and update the HeaderImageURL constant to show your company's logo.

            Note
            Note Setting up the company logo in service process communications isn’t applicable for the Address Update and Fee Reversal service processes.
            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. In the list view, find and select the autolaunched flow responsible for sending an email for your specific service process. You can find the name of the required autolaunched flow in Financial Service Processes Artifacts and Components.
            3. Save the flow as a new flow.
            4. Enter the label and the API name for the service process flow as mentioned in Financial Service Processes Artifacts and Components.
            5. On the upper-left corner of the page, click the Toolbox icon.
            6. In the Toolbox pane, under Constants, select HeaderImageURL.
            7. In the Value field, enter the location in your system where you saved the company logo.
            8. Save and activate the flow.
            9. Link the new flow to the orchestration that you created for the service process in Prepare the Components Required for Your Service Process Setup.
              1. Open the orchestration, and go to the Notify Account of <Service_Process_Name> Request step.
              2. Update the action value with the name of the flow that you created.
             
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