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            Set Up Dynamic Revenue Orchestrator for Communications Cloud

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            Set Up Dynamic Revenue Orchestrator for Communications Cloud

            To automate order submissions and streamline order fulfillment by invoking Dynamic Revenue Orchestrator with a record-triggered flow, integrate Dynamic Revenue Orchestrator with Revenue Cloud for Communications. This coordination across multiple systems helps accelerate the launch of new products by using reusable orchestration models.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Revenue Cloud for Communications
            User Permissions Needed
            To invoke Dynamic Revenue Orchestrator:

            DRO Admin User

            AND

            Fulfillment Designer

            AND

            Fulfillment Manager/Operator

            AND

            Submit Transactions and Fulfillment User

            AND

            Submit Transaction User

            Invoke Dynamic Revenue Orchestrator by Using Record Based Triggered Flow

            Invoke Dynamic Revenue Orchestrator when a record is created or updated. Create a record-triggered flow to automate the fulfillment of assets for orders. When the record is created or updated, the flow creates a service account and submits the order for fulfillment.

            Before you begin, make sure that the standard Order to Asset flow without Dynamic Revenue Orchestrator is inactive in your org. See Incorporate Multirecipient Functionality in the Assetize Order Flow.

            1. Enable Dynamic Revenue Orchestrator in your org.
              1. From Setup, in the Quick Find box, enter Dynamic Revenue Orchestrator Settings and select it.
              2. Turn on Dynamic Revenue Orchestrator.
            2. From Setup, in the Quick Find box, enter Users, and select Permission Sets.
            3. Assign ‌these permission sets.
              • DRO Admin User
              • Fulfillment Designer
              • Fulfillment Manager/Operator
              • Submit Transactions and Fulfillment User
              • Submit Transaction User
            4. Create a record-triggered flow that automatically submits orders to Dynamic Revenue Orchestrator when the orders are activated.
            5. To create a service account by using an invocable action, click Create Service Account before the submit order invocable action.
              Create Service Account for Order
            6. Select Actions and then select Create Service Accounts for Order invocable action.
            7. Enter label and API name for the invocable action.
            8. Select Prior Values of Triggering Order > Order ID as the order ID.
            9. Save and activate your flow.
             
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