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Configure Flow Builder for Financial Services Cloud
Before you can use the flow templates to create flows, create a support process and a case record type. You then link the case record type to the Create Service Request subflow. You can use an existing case record type or support process. However, we recommend that you create a separate support process and case record type dedicated to the flow-related cases.
- Create a Support Process for Case Types Generated by Flows
Create a support process for the types of cases that the flows create to configure flow builder for Financial Services Cloud. - Create a Case Record Type
Create a case record type for the cases that the flows create. - Customize the Create Service Request Subflow
The Create Service Request subflow is installed as a standard flow template. Clone the template and link it to your case record type.
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