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Energy & Utilities Cloud
Activate the Setup Energy Agreement From Quote Flow

Activate the Setup Energy Agreement From Quote Flow

Enable users to seamlessly generate agreements by cloning and activating the managed-installed flow template.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To manage flow: Manage Flow
  1. From Setup, in the Quick Find box, enter Flows, and select Flows.
  2. Open the managed-installed version of the Setup Energy Agreement From Quote flow.
  3. Click Save As and select A New Flow.
  4. Enter the flow details and save your changes.
  5. Activate your flow.
 
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