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            Update the Address Update Salesforce Flow for Service Catalog Requests

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            Update the Address Update Salesforce Flow for Service Catalog Requests

            To trigger the Address Update Salesforce flow only for updates in response to Service Catalog Requests, connect the SvcCatalogItemDefinitionID field to your Address Update service process. Update the Start element in the cloned Address Update Salesforce flow and add your Address Update service process API name. When a case is created, a Service Catalog Request is created.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up Address Update service process:

            Industries Service Process, Industry Service Excellence, OmniStudio, Document Checklist, Business Rules Engine

            Case, Service Catalog Request, and Document Checklist Items objects Read, Create, Edit, Delete, View All Records

            Decision Matrix, Decision Matrix Columns, Decision Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set Object Aliases, Expression Set Step Relationships, Expression Set Versions objects Read, Create, Edit, Delete, View All Records

            AND

            Financial Services Cloud Extension OR FSC Service

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            To use Address Update service process:

            Industries Service Process, Industry Service Excellence, OmniStudio, Document Checklist, and Business Rules Engine

            Case, Service Catalog Request, and Document Checklist Items objects: Read, Create, Edit, Delete

            Decision Matrix, Decision Matrix Columns, Decision Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set Object Aliases, Expression Set Step Relationships, Expression Set Versions objects: Read, View All Records

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            Note
            Note Configure your OmniStudio permissions for users.
            1. In Setup, in the Quick Find box, enter Flow, and then click Flow.
            2. Click the cloned Address Update flow orchestration.
            3. Click the Record-Triggered Orchestration Start element, then click Edit.
              1. For Condition Requirements, select All Conditions Are Met (AND).
              2. For Field, select SvcCatalogItemDefinitionId.
              3. For Operator, select Equals.
              4. For Value, enter the value of your Service Process Definition ID from the Create an Address Update Service Process topic.
                Update the start element conditions
            4. Save and activate the Address Update Flow Orchestration.
             
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