Show your users the step-by-step instructions to submit a Notify Travel Plans request
for a client. You can 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 Notify Travel Plans flow:
Customize Application
The Process Notify Travel Plans orchestration notifies the account that a travel notification
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 Notify Travel Plans orchestration to the Notify Travel
Plans service process.
From Setup, in the Quick Find box, enter Flows, and then select
Flows.
Click New Flow.
Click Use a Template.
Select Flow Orchestration Templates from the list.
Select the Process Notify Travel Plans orchestration and click
Create.
Save your changes.
Enter a label and a description for the orchestration.
Enter ProcNotifyTrvlPlans as the API name for the
orchestration.
Save your changes.
Refresh the Process Notify Travel Plans orchestration page.
Save and activate the Notify Travel Plans Flow orchestration.
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