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            Create Flows to Trigger Invocable Actions to Copy Addresses

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            Create Flows to Trigger Invocable Actions to Copy Addresses

            Create Salesforce Flows that are used by batch jobs to trigger invocable actions that create a copy of healthcare provider (HCP) address records from the affiliated healthcare organization (HCOs).

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To create a flow: Manage Flow

            Create a Flow to Copy HCP Contact Point Addresses

            Create the flow to trigger the Process Contact Point Address invocable action.

            1. From Setup, enter Flows in the Quick Find box, select Flows, and then select New Flow.
            2. In the New Flow window, select Autolaunched Flow (No Trigger).
            3. Create variables for input values.
              1. From the toolbox, select Manager and then select New Resource.
              2. For Resource Type, select Variable.
              3. For API Name, enter cpaRecordId.
              4. For Data Type, select Text.
              5. For Description, enter The ID of the contact point address that was passed into the flow.
              6. Select Available for input.
              7. Click Done.
            4. Create an action element that calls the invocable action and uses the cpaRecordId variable.
              1. For Category, select Ls Commercial.
              2. Select the Process Contact Point Address Records invocable action.
              3. For Label, enter Process Contact Point Address Records.
                The API name is automatically populated.
              4. Set cpaRecordId as an input value.
              5. Click Done.
            5. Save and activate the flow.

            Create a Flow to Copy Provider Affiliation Addresses

            Create the flow to trigger the Process Affiliation Address invocable action.

            1. From Setup, enter Flows in the Quick Find box, select Flows, and then select New Flow.
            2. In the New Flow window, select Autolaunched Flow (No Trigger).
            3. Create variables for input values.
              1. From the toolbox, select Manager and then select New Resource.
              2. For Resource Type, select Variable.
              3. For API Name, enter affiliationRecordId.
              4. For Data Type, select Text.
              5. For Description, enter the ID of the provider affiliation that was passed into the flow.
              6. Select Available for input.
              7. Click Done.
            4. Create an action element that calls the invocable action and uses the affiliationRecordId variable.
              1. For Category, select Ls Commercial.
              2. Select the Process Provider Affiliation Address Records invocable action.
              3. For Label, enter Process Affiliation Address Records.
                The API name is automatically populated.
              4. Set affiliationRecordId as an input value.
              5. Click Done.
            5. Save and activate the flow.
             
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