Activate the Order on Behalf Of Flow Template

The Order on Behalf Of flow lets a customer service representative use OOBO or Order Entry to create an order on behalf of a customer. To use the flow, copy and activate the flow template, and then customize the flow as needed.

Required Editions

  1. From Setup, in the Quick Find box, search for and select Flows.
  2. Click New Flow, click Use a Template, and click Next.
  3. Select Order on Behalf Of Flow and click Create.
  4. Click Save.
  5. For Flow Label, enter a unique name.
  6. Click Save.
  7. Click Activate.