Clone and Activate the Update Email or Phone Salesforce Flow
Use the Update Email or Phone Salesforce Request Flow Orchestration to show your users
the step-by-step instructions to submit an Update Email or Phone request for a client. You can
customize the flow to meet your business needs.
Required Editions
User Permissions Needed
To activate the Update Email or Phone flow:
Customize Application
The Process Update Email or Phone Request Orchestration notifies the account that an update email
or phone 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.
You can customize and add the Process Update Email or Phone Request
Orchestration to the Update Email or Phone service process.
From Setup, in the Quick Find box, enter Flows, and then select
Flows.
Click New Flow.
Click Use a Template.
Click All + Templates and select Flow
Orchestration.
Select the Process Email or Phone Update Request Orchestration and
click Create.
Save your changes.
Enter a label for the orchestration and a description.
Enter ProcessUpdtEmlPhnRqst as the API name for the
orchestration.
Save your changes.
Refresh the Process Update Email or Phone Request orchestration page.
Save and activate the Update Email or Phone Flow Orchestration.
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