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            Clone the Update Billing Frequency Salesforce Flow

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

            Clone the Update Billing Frequency Salesforce Flow

            Show your users the step-by-step instructions to submit a billing frequency update 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 Update Billing Frequency flow: Customize Application

            The Process Update Billing Frequency orchestration notifies the account that an Update Billing Frequency 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 Update Billing Frequency orchestration to the Update Billing Frequency 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 Update Billing Frequency orchestration.
            6. Save your changes.
            7. Enter a label and a description for the orchestration.
            8. Enter ProcUpdateBillingFreq as the API name for the orchestration.
            9. Save your changes.
            10. Refresh the Process Update Billing Frequency orchestration page.
            11. Activate the flow orchestration.
             
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