This flow automatically creates a case when a collection plan record is created with a valid reason.
Required Editions
| Available in: Lightning Experience |
| Available in: View product and edition availability. |
| User Permissions Needed | |
|---|---|
| To customize the prebuilt flow: |
Collections and Recovery Admin permission set AND Customize Application permission |
Before you customize the prebuilt flow, make sure that you have already created a decision matrix with the name DetermineCaseReasonAndRelatedAttributes.
- From Setup, in the Quick Find box, enter Flows, and then select Flows.
- Click Create Case for Collection Plan.
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Click Save As New Version.
Note If you plan to clone the flow, make sure that you don't change the API name. - Customize the flow according to your business requirements.
- Save your changes and activate the flow.