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Customize Your Flows in Emergency Management Flows

Tailor your emergency callout automation to your utility by cloning and customizing the provided template flows. Adjust configurable constants, formulas, and eligibility rules to notify service resources for using your own logic and labels.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Energy & Utilities - Growth, Field Service for Energy & Utilities, and Contractors for Energy & Utilities
User Permissions Needed
To manage flows: Manage Flow

Emergency Management includes eight flows that drive the callout process. Seven of them ship as draft template flows, so they can't run until you clone and activate them. Cloning each template gives you an editable copy where you change only the values meant for customization such as field configurations, message text, thresholds, display formulas, and eligibility rules without altering the structure that the record pages and Apex actions depend on.

  1. From Setup, in the Quick Find box, enter Flows, and select Flows.
  2. Open the template flow that you want to customize.
    • Create Call Out
    • Generate Emergency Callout Roster
    • Create Call Out Requirements
    • Update Workforce Availability
    • Initiate Call Out
    • Expire Emergency Callout Attempt
    • Send Emergency Callout Notifications
    • Call Out Rank Resources
  3. Click Save As and select A New Flow.
  4. Enter the flow details.
  5. Save your changes.
    Saving as a new flow creates an editable copy without the template flag, so you can activate it.
  6. Edit the configurable values listed for that flow in the customizable values table. Change constants, formulas, decision criteria, and query filters as needed. Keep the input and output variable names and action labels unchanged.
  7. Save and activate your flow.
  8. Repeat these steps for each flow that you want to customize. The Send Emergency Callout Notifications flow is already active. To customize the flow, clone and edit the copy.