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  3. Lab 5: Create a Flow Orchestration to orchestrate the whole process (1.0.0)

Lab 5: Create a Flow Orchestration to orchestrate the whole process

Overview

  1. During this lab you will build the following Record-Triggered Flow.

    module6 orch flow complete

Step 1: Create the Orchesration Flow

  1. Login into the Salesforce Developer ORG and access the Setup menù.

    module6 setup menu

  2. Search for Flows in the Quick Find text field and click Flows under Process Automation.

    module6 quick find flows

  3. Click the New Flow button in the top-right section.

    module6 new flow button

  4. Select Record-Triggered Orchestration Flow as flow type and click Create.

    module6 new flow wiz orch flow

Step 2: Add "Initialize Step" Stage

Add "Initialize Orchestration" Background Step

Step 3: Add "Manage Order Update Request" Stage

Add "Review Order Update Request" Interactive Step

Add "Notify Review Order Update Request" Background Step

Add "Order Update request Approval" Interactive Step

Add "Notify Order Update request Approval" Background Step

Step 4: Add "Is Order pdate Approved" Decision

Step 5: Add "Update External Systems" Stage

Add "Update Order in OMS" Background Step

Add "Update Order in SAP" Background Step

Add "Update Order in NetSuite" Background Step

Step 6: Add "Notify Customer" Stage

Add "Order Update Request Customer Notification" Interactive Step

Add "Notify Order Update Request Customer Notification" Background Step

Please proceed to Lab 6: Execute and monitor the e2e process

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