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            Configure the Create Case and Update Clinical Service Request Flow

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            Configure the Create Case and Update Clinical Service Request Flow

            To support the Create Case and Update Clinical Service Request flow, create picklist values used in the flow.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To open, edit, create, activate or deactivate a flow: Manage Flow
            To create record types and picklist values: Customize Application
            1. Create a case record type for referrals.
            2. Add Referral as a picklist value for the Source Channel field on the Clinical Service Request object.
            3. Add Referral as a picklist value to the Case Origin field on the Case object.
            4. Activate the Create Case and Update Clinical Service Request flow.
             
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            Salesforce Help | Article