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            Clone the Initiate Automated Customer Account Transfer Salesforce Flow

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            3. Financial Services Cloud Admin Guide

            Clone the Initiate Automated Customer Account Transfer Salesforce Flow

            Show your users the step-by-step instructions for submitting an Initiate Automated Customer Account Transfer request for a client. Customize the flow to meet your business needs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To clone the Initiate Automated Customer Account Transfer flow: Customize Application

            The Initiate Automated Account Transfer orchestration notifies the account that an Automated Account Transfer request was made and attempts to process the request. If the attempt is successful, the orchestration closes the associated case and notifies the account. If the attempt fails, the orchestration notifies the case owner.

            Customize and add the Initiate Automated Account Transfer orchestration to the Initiate Automated Account Transfer service process.

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Find and select the Process Wealth Automated Customer Account Transfer Request orchestration template.
            4. Save your changes.
            5. Enter a label and a description for the orchestration.
            6. Enter WlthAutoAcctTfrRqst as the API name for the orchestration.
            7. Save your changes.
            8. Refresh the Process Wealth Automated Customer Account Transfer Request page.
            9. Save and activate the Wealth Automated Customer Account Transfer Request flow orchestration.

            See Also

             
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