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Flow for Financial Services Cloud

Represents the metadata associated with a flow. With Flow, you can create an application that navigates users through a series of screens to query and update records in the database. You can also execute logic and provide branching capability based on user input to build dynamic applications.

Flow

Financial Services Cloud exposes additional FlowProcessType values on the Flow type in Metadata API.

processType

  • Field Type: FlowProcessType (enumeration of type string)
  • Description: The type of the flow, as determined by the active version. Valid values added by Financial Services Cloud include:
    • FSCLending—A flow for Financial Services Cloud Mortgage. This value is available in API version 46.0 and later.

FlowActionCall

Financial Services Cloud exposes additional actionType values for the FlowActionCall Metadata type.

actionType

  • Field Type: InvocableActionType(enumeration of type string)
  • Description: Required. The action type. Additional valid values only for Financial Services Cloud include:
    • createCaseForFeeReversal—Creates a case to request a fee reversal for a client. This value is available in API version 62.0 and later.
    • createFinancialRecords—Creates person accounts, contacts, financial accounts, properties, assets, and liabilities from a residential loan application. This value is available in API version 49.0 and later.
    • createIntegrationPlan—Creates an integration plan record based on an object by using Expression Sets to make decisions and Dynamic Fulfillment Orchestration to create related object records. This value is available in API version 60.0 and later.
    • getPicklistValues—Get picklist values for the specified fields of an object.
    • publishActionableOrchSrcEvent—Publish an actionable orchestration source event by using the payload current value and API name of the source object from a data object data change event.
    • runIntegrationPlan—Triggers an integration plan using Dynamic Fulfillment Orchestration, which ensures each callout happens at the right time by queuing it alongside its dependent steps. This value is available in API version 60.0 and later.