Clone
and
Activate the Update Profile Salesforce Flow
Show your users the step-by-step instructions to submit an Update Profile 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 Update Profile flow:
Customize Application
The Process Update Profile orchestration notifies the account that an Update Profile
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 Update Profile orchestration to the service process.
From Setup, in the Quick Find box, enter Flows, and then select
Flows.
Click New Flow.
Find and select the Process Update Profile orchestration
template.
Save your changes.
Enter a label and a description for the orchestration.
Enter ProcessUpdateProfile as the API name for the
orchestration.
Save your changes.
Refresh the Process Update Profile orchestration page.
Save and activate the Update Profile Flow Orchestration.
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