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Configure the Census Rating Flows
Large group census rating uses two flows: Generate Census Rating and Finish Processing Census Rating. Use these flows as templates by cloning them.
Before you start configuring flows in your own org, familiarize yourself with the basics of building a flow by using Flow Builder. See Build a Flow.
- Configure the Generate Census Rating Flow
Use this flow to compile available products for group census members and generate rating processes. - Customize the Generate Census Rating Flow
To use the Generate Census Rating flow for large group quoting, add the fields you use for rating to action elements. - Considerations and Guidelines for the Generate Census Rating Flow
After you configure and customize the Generate Census Rating flow, keep this information in mind when using the flow in your org. - Configure the Finish Processing Census Rating Flow
Use this flow to finish processing a rating batch job, update the rating request status, and send a status notification.
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