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            Clone the Manage Card Usage Salesforce Flow

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Clone the Manage Card Usage Salesforce Flow

            Show your users the step-by-step instructions to submit a Manage Card Usage 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 Manage Card Usage flow: Customize Application

            The Process Manage Card Usage orchestration notifies the account that a Manage Card Usage 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 Process Manage Card Usage orchestration to the Manage Card Usage 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 Manage Card Usage orchestration template.
            4. Save your changes.
            5. Enter a label and a description for the orchestration.
            6. Enter ProcessManageCardUse as the API name for the orchestration.
            7. Save your changes.
            8. Refresh the Process Manage Card Usage orchestration page.
            9. Save and activate the Manage Card Usage Flow orchestration.

            See Also

             
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