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            Set Up the Salesforce Flows for Application Action Item

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            Set Up the Salesforce Flows for Application Action Item

            The Assign Application Action Item, Get Username, and Review Offer flows are active by default. Clone and activate the Evaluate Review Offer Action Item flow.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up Digital Lending:

            Digital Lending permission set
            To configure Compliant Data Sharing: Configure Compliant Data Sharing
            To run Compliant Data Sharing: Use Compliant Data Sharing
            To run Salesforce Flow: Run Flows General User Permission
            1. In Setup, in the Quick Find box, enter Process Automation, and then select Flows.
            2. Click New Flow.
            3. Select Use a Template, and click Next.
            4. In Search All Templates, enter Digital Lending: Evaluate Review Offer Action Item, and then select Digital Lending: Evaluate Review Offer Action Item.
            5. Click Create.
            6. Save your changes and enter a unique orchestration label,
              such as Digital Lending: Evaluate Review Offer Action Item Clone.
            7. Enter a unique orchestration API name,
              such as Digital_Lending_Evaluate_Review_Offer_Action_Item_Clone.
            8. Save and activate the flow.
             
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