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Update the Process Insurance Proof Request Salesforce Flow for Service Catalog Requests

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Update the Process Insurance Proof Request Salesforce Flow for Service Catalog Requests

To trigger the Process Insurance Proof Request Salesforce flow only for updates in response to service catalog requests, connect the SvcCatalogItemDefinitionID field to your Request Insurance Proof service process. Update the Start element in the cloned Process Insurance Proof Request Salesforce flow and add your Request Insurance Proof service process API name. When a case is created, a service catalog request is created.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To use the Request Insurance Proof service process:

Industries Service Process, Industry Service Excellence, Omnistudio, Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records

AND

FSC Insurance

AND

Financial Services Cloud Extension OR FSC Sales

OR

Financial Services Cloud Basic OR Financial Services Cloud Standard
  1. From Setup, in the Quick Find box, enter Flow, and then click Flow.
  2. Click the cloned Process Insurance Proof Request flow orchestration.
  3. Click the Record-Triggered Orchestration Start element, and then click Edit.
    1. In Condition Requirements, select All Conditions Are Met (AND).
    2. Select SvcCatalogItemDefinitionId as the field.
    3. Select Equals as the operator.
    4. Enter the value of the Service Process Definition ID that you provided when you created a unique version of the Request Insurance Proof service process.
    5. Save and activate the Process Insurance Proof Request flow orchestration.
 
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