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            Clone the Cancel Insurance Policy Salesforce Flow

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

            Clone the Cancel Insurance Policy Salesforce Flow

            Show your users the step-by-step instructions to submit an insurance policy cancellation 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 Cancel Insurance Policy flow: Customize Application

            The Process Cancel Insurance Policy 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 Cancel Insurance Policy orchestration to the Initiate Vehicle First Notice of Loss 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 Cancel Insurance Policy orchestration.
            6. Save your changes.
            7. Enter a label and a description for the orchestration.
            8. Enter ProcCnclInsPolicy as the API name for the orchestration.
            9. Save your changes.
            10. Refresh the Process Cancel Insurance Policy orchestration page.
            11. Activate the flow orchestration.
             
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