Clone and Activate the Manage Standing Instructions Salesforce Flow
Use the Process Manage Standing Instructions Request Salesforce Flow Orchestration to
show your users the step-by-step instructions to submit a Manage Standing Instructions request for
a client. You can customize the flow to meet your business needs.
Required Editions
User Permissions Needed
To activate the Manage Standing Instructions flow:
Customize Application
The Process Manage Standing Instructions Request Orchestration notifies the account that the
Manage Standing Instructions 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 Manage Standing Instructions Request Orchestration to
the Standing Instructions 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 Manage Standing Instructions Request
Orchestration and click Create.
Save your changes.
Enter a label for the orchestration and a description.
Enter ProcMngStndInstrRqst as the API name for the
orchestration.
Save your changes.
Refresh the Process Manage Standing Instructions Request orchestration page.
Save and activate the Manage Standing Instructions Flow Orchestration.
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