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Flow Builder for Financial Services Cloud
For Financial Services Cloud, Salesforce provides different sets of pre-assembled flows that are tailored to meet specific business needs. These sets of flows include mortgage, insurance, and retail banking flows. With Financial Services Cloud, you get the mortgage flows, by default. However, to get the insurance and retail banking flows, you must install the Lightning Flow for Financial Services Cloud package. The flows are installed as standard flow templates. You can clone the templates to customize them according to your business processes.
- Flow Builder for Insurance and Retail Banking
The Lightning Flow for Financial Services Cloud package includes flows that are specific to retail banking and insurance. The flows help your service reps handle customer service requests better and more efficiently. The flows are installed as standard flow templates. You can also clone the templates to customize them according to your business processes. - Flow Builder for Mortgage
Financial Services Cloud includes standard flow templates that are specific to mortgage. These flows focus on collecting mortgage application information from loan officers and borrowers. The mortgage-type flows are standard flow templates; you can use them as-is or customize them according to your mortgage application needs. - Flow Screen Components Provided in Financial Services Cloud
Financial Services Cloud provides screen components that extend the types of input fields available in flow screens.
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