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            Customize Standard Flow Templates

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            3. Financial Services Cloud Admin Guide

            Customize Standard Flow Templates

            The mortgage flows in Agentforce Financial Services are installed as standard flow templates. You can customize any of the flows to suit your business needs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To open, edit, or create a flow in Flow Builder: Manage Flow
            To run a flow: Run Flows

            The Borrower Information and Assets and Liabilities mortgage flows rely on the Borrower Information Subflow and the Assets and Liabilities Subflow respectively. If you want to create a custom version of any flow that relies on a subflow, create the custom subflow, create the custom main flow, and then update the references to the custom subflow in the custom main flow.

            Note
            Note Mortgage flows can’t be paused, so you can’t add Wait elements when customizing mortgage flows.

            To customize a flow, create a flow based on the standard template flow.

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. In the list of templates, select the template that you want to customize, and click Create.
            4. Customize the flow according to your business requirements, and then save your changes.
            5. Activate the flow.
              1. In the list of flows, click the name of the new flow.
              2. Under Flow Versions, next to the latest version of the flow, click Activate.

            Make sure that your Actions and Recommendations deployment exposes your customized mortgage flows instead of the standard flow templates. Also, specify your customized mortgage flows in the flow elements or flow-type quick actions that you use to expose your mortgage flows to borrowers in Communities.

            See Also

             
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