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            Clone the Manage Credit Limit Salesforce Flow

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

            Clone the Manage Credit Limit Salesforce Flow

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

            The Process Manage Credit Limit orchestration notifies the account that a Manage Credit Limit 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 the Process Manage Credit Limit orchestration and add it to the Manage Credit Limit service process.

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Search for Process Manage Credit Limit and select Process Manage Credit Limit orchestration template.
            4. Save your changes.
              1. Enter a label and a description for the orchestration.
              2. Enter ProcessMngCreditLimit as the API name for the orchestration.
              3. Save your changes.
            5. Refresh the Process Manage Credit Limit orchestration page.
            6. Save and activate the Manage Credit Limit flow orchestration.

            See Also

             
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