Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Support Process for Case Types Generated by Flows

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create a Support Process for Case Types Generated by Flows

            Create a support process for the types of cases that the flows create to configure flow builder for Financial Services Cloud.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Support Processes, and then select Support Processes.
            2. Click New.
            3. In the Existing Support Process list, select Master.
            4. For Support Process Name, enter a descriptive name. For example, enter Service Request.
            5. Optionally, enter a description for the support process. For example, enter Process for logging customer service cases through flows.
            6. Click Save.
            7. Leave the Case Status as is, and click Save.

            Now create a case record type.

             
            Loading
            Salesforce Help | Article