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Explore our comprehensive list of Flow templates.

Service

 
 
Create a Case   Automate the process of creating a case in Salesforce
     
Verify a Customer   Automate the process of verifying a customer's identity
     
Reset Password   Automate the process of resetting a user’s password
     
Intro Bots - Add Case Comment   Leverage the power of bots and automate the process for adding a case comment in Salesforce
     
Intro Bots - Create Lead   Leverage the power of bots and automate the process for creating a lead in Salesforce
     
Intro Bots - Look Up Case   Leverage the power of bots and automate the process for looking up a case in Salesforce
     
Intro Bots - Create Case   Leverage the power of bots and automate the process of creating a case
     
Intro Bots - Get Pre-Chat Context   Leverage the power of bots and automate the process for capturing customer pre-chat information
     
Intro Bots - Look Up Order   Leverage the power of bots and automate the process for looking up an order in Salesforce

Commerce

 
Checkout   Visualize and easily adjust B2B Commerce checkout with this flow, a drag and drop builder to manage the complicated checkout process.
     
Inventory   A component of Checkout Flow that ensures that the inventory is in stock to support what the buyer is ordering
     
Shipping Cost   A component of Checkout Flow. After inventory checks are complete, the buyer confirms the delivery method and total cost
     
Shipping Address   A component of Checkout Flow where the buyer selects or fills in their shipping address and delivery instructions, if needed.
     
Cart to Order and Order Confirmation   A component of Checkout Flow where the order is confirmed and checkout is complete.
 
Create Order Summary   Set order lifecycle type (managed/unmanaged) and call the API to create an order summary.
     
Cancel Item   Cancel line item(s) or quantity from an order summary, including triggering payment processing via adapters for payment gateways.
     
Return Item   Return line item(s) or quantity from an order summary, including triggering credit processing via adapters for payment gateways
     
Discount Item   Discount line item(s) or quantity from an order summary, including credit payment processing via adapters for payment gateways
     
Create Fulfillment Orders for One Location   Create a fulfillment order from an order summary for one fulfillment location.
     
Curbside Pickup - Update Fulfillment Order on Customer Arrival   Update fulfillment order when customer has arrived at curbside and they click on link in email for curbside offering
     
Create Fulfillment Orders for Multiple Locations   Create a fulfillment order from an order summary for multiple fulfillment locations.
     
Curbside Pickup - Fulfillment Order Creation   Create a fulfillment order from an order summary for multiple fulfillment locations included in package for curbside pickup offering sample flows
     
Curbside Pickup - Get Ready for PIckup Orders   Get orders that are ready for pickup for display on Commerce Portal Curbside sample app for the curbside offering
     
Schedule Fulfillment Order Transfer   Create data structures for processing inventory transfers in Omnichannel Inventory during “Routing Step 3: Execute Route” flow
     
Routing Step 1: Schedule Routing   Runs on each order, processing each of its delivery groups based on whether its “Reserved At Location” is a location or a location group
     
Routing Step 2: Determine Route   Runs on each order summary routing schedule. It gets the associated order delivery group and creates an interaction order and interaction order items for it
     
Routing Step 3: Execute Routing   Processes interaction orders. Transfers the inventory reservations from location groups to locations. Creates a fulfillment order if needed
     
RMA Return Items Flow (Managed)   Initiate RMA style return: Create Return Order pending return of products. Closing the Return Order triggers RMA Create Credit Memo and Ensure Refunds
     
Create Invoice, Ensure Funds   Create invoice for fulfillment order in fulfilled status, trigger payment processing via payment adapters and apply payments to invoice
     
Create Fulfillment Order   Manually create a fulfillment order for a specific fulfillment location and queue reservation for processing in Omnichannel Inventory.
     
Fulfill Reservation   Deduct on hand inventory levels and remove inventory reservations in Omnichannel Inventory when a fulfillment order is fulfilled
     
RMA Create Credit Memo and Ensure Refunds (Managed)   Last step of RMA Style Return: Once the Return Order status is set to closed, this flow creates a Credit Memo and performs credit processing via Ensure Refunds

Communications

 
Sample Permission Sets and Permission Set Groups   Sample Permission Sets and Permission Set Groups for Communications cloud.
     
Start Customer Interaction   Package includes components to run and launch an Interaction Launcher by searching and verifying a caller's account or contact and creating a customer interaction.
     
Verify Caller - Contact Information   The Verify Caller - Contact Information flow simplifies the Customer Service Rep search experience with a type ahead lookup on the Account and Contact Name.
     
Technical Order Review   A manual task that allows the Fulfillment Operator to review the order details from a technical perspective and approve/reject the order.
 
Report: % Cases received by Channel Type   Business Metric Report for measuring % Cases Received by Channel Type.
     
Report: % Customer Contacts Received Channel Type   Business Metric Report for measuring % Customer Contacts Received, by Channel Type TM Forum Frameworx 27.
     
Report: % Orders received by Channel Type   Business Metric Report for measuring % Orders received by Channel Type
     
Report: Activations Failed Today   Business Metric Report for measuring Failed Activations. Note that this gives the Customer Service Rep the option to get immediate feedback on the state for the order allowing for proper cancelation and generate a new order for the customer without duplicating orders.
     
Report: Average Handle Time   Business Metric Report for measuring Average Handle Time. Note that this gives the Care Team and Customer Service Reps immediate feedback on the time spent in servicing customers requests and interactions.
     
Report: Average Revenue per User (ARPU)   Business Metric Report for Total Sales Today
     
Report: Case Type Handling by Channel   Business Metric Report for Tracking Case Type Handling by Channel.
     
Report: Customers Churning One or More Products   Business Metric Report for measuring % Customers Churning One or More Products immediate feedback on the customers churning.
     
Report: First Call Resolution (FCR)   Business Metric Report for measuring Customers calls or assisted interactions resolved on the first attempt.
     
Report: Prepaid Customers Acquired this Month   Business Metric Report for Prepaid Customers Acquired this Month
     
Report: Sales by Agent   Business Metric Report for Sales by Agent.
     
Report: Total Sales Abandoned Today   Business Metric Report for Total Sales Abandoned Today.
     
Report: Total Sales Today   Business Metric Report for Total Sales Today.
     
Report:% Order Actions Performed for Customers   Business Metric Report for measuring % Order Actions Performed for Customers immediate feedback on the customers order action.
     
Report: Total Sales with Products   Business Metric Report for measuring how many sales have there been of Product Offering in the Catalogue. Total Sales with Products.
     
Industries OM: Sample Reports and Dashboards   This deliverable contains a list of sample OM reports and dashboards to track and monitor the progress of orders submitted to Industries Order Management
     
Report: # Product Offerings in Product Catalogue   Business Metric Report for measuring # Product Offerings in Product Catalogue 2597.
     
Report: $ Average Top-Up Value   Business Metric Report for Total Sales Today.
     
Report: # Hours per Pricing Change   Business Metric Report for measuring # Hours per Pricing Change (103)
     
Report: Average Handle Time   Business Metric Report for measuring Average Handle Time. Note that this gives the Care Team and Customer Service Reps immediate feedback on the time spent in servicing customers requests and interactions.
     
Report: First Call Resolution (FCR)   Business Metric Report for measuring Customers calls or assisted interactions resolved on the first attempt.
     
Report: # Days Time to Market per New Product   Business Metric Report for measuring # Days Time to Market per New Product Offering 2599 (TTM)
     
Report: Case Type Handling by Channel   Business Metric Report for Tracking Case Type Handling by Channel.
     
Report: Sales by Agent   Business Metric Report for Sales by Agent.
     
Report: Total Sales Today   Business Metric Report for Total Sales Today.
     
Report: # Hours per Order, from Ordering to Activation   Business Metric Report for measuring fulfilment time of an Order.
     
Report: % Accounts with Refunds   Business Metric Report for measuring % Accounts with Refunds. Note that this gives the Care Team immediate sense of the amount of payment errors that affect customer experience. Keeps track of thresholds set by business.
     
Report: Activations Failed Today   Business Metric Report for measuring Failed Activations. Note that this gives the Customer Service Rep the option to get immediate feedback on the state for the order allowing for proper cancelation and generate a new order for the customer without duplicating orders.
     
Report: Aveg. Number of Days for New Product Configuration   Business Metric Report for measuring Average number pf Days for New Product Offering Configuration.
     
Report: Average Revenue per User (ARPU)   Business Metric Report for Total Sales Today
     
Report: Customers Churning One or More Products   Business Metric Report for measuring % Customers Churning One or More Products immediate feedback on the customers churning.
     
Report: Number of Product Sold from Catalogue   Business Metric Report for measuring all Product in the Commercial Catalogue how many have actually sold.
     
Report: Prepaid Customers Acquired this Month   Business Metric Report for Prepaid Customers Acquired this Month
     
Report: Total Sales Abandoned Today   Business Metric Report for Total Sales Abandoned Today.
Report:% Order Actions Performed for Customers   Business Metric Report for measuring % Order Actions Performed for Customers immediate feedback on the customers order action.
     
Report: % Cases received by Channel Type   Business Metric Report for measuring % Cases Received by Channel Type.
     
Report: % Customer Contacts Received, by Channel Type   Business Metric Report for measuring % Customer Contacts Received, by Channel Type TM Forum Frameworx 27.
     
Report: % Orders received by Channel Type   Business Metric Report for measuring % Orders received by Channel Type
     
Report: Months Tenure, per Customer   Business Metric Report for measuring Months Tenure, per Customer TM Forum Frameworx 2606. Note that this gives the Care Team the option to get immediate feedback on time the customer has spent with the service provider.
 
Amend Contract (Add Product or Service)   Amend Contract Add Product or Service
     
Terminate Contract   Terminate Contract
 
Explore and Checkout using Digital Commerce   A Digital Commerce Guided Process that allows users to browse, configure, and add offers to a basket followed by a checkout process.
     
Explore and Checkout using Digital Commerce   This process contains Digital Commerce Lightning Web Components to allow users to browse, configure, and add offers to a basket followed by a checkout process.
     
Explore and Checkout for Off-Platform Usage   This process provides off-platform support to allow users to browse, configure, and add offers to a basket followed by a checkout process.
     
Communications and Media Industry Toolkit for B2C   We have introduced a toolkit between B2C Commerce Cloud and Communication and Media Clouds to jumpstart development on deploying digital commerce for the communications and media
 
Quote Document: Quote Detail Template   Document template to generate a quote with Repeating Content Sections to group product lines by product type. Conditional logic at line item level. Display of line item attributes in the document
     
Contract Document: Telecom Services Agreement   Document template to generate a contract with line items and conditional section using Entity Filter.
     
Quote Document: Multi-Site Quote Template   Document template to generate a quote that displays multisite quotes with the top level items in a separate table. A Product Specific Term section is conditionally displayed if the product exists on the quote lines.
     
Contract Document: Contracts for an Account   DOCX document template to generate a document that displays all contracts tied to an account and contract lines under each of them. Line items of contracts are displayed uniquely where the second level of products are indented in the display table.
     
Contract Document: Subscription Agreement Template   DOCX document template to generate a Contract document (subscription agreement) dynamically. The template contains contract clauses, terms, contract lines and a DocuSign signature section. Items with non zero prices are not displayed.
     
Contract Document: Subscription Agreement   Document template to generate a contract with line items and conditional clause using Formula
 
Attribute/Volume Based Pricing   Implement attribute-based pricing using pricing plans, calculation procedures and calculation matrices
     
Create Promotion   Create Promotion process allows a business user to create new promotion(s), associate the promotion to a product and add adjustments, overrides, context rules and penalties.
 
Product Ordering TMF622 - Submit Order   This deliverable is part of the Salesforce Industries implementation of TMF OpenAPIs.
This specific deliverable only provides an implementation of the TMF622 Product Ordering API and specifically for the ‘create product order’ API operation (POST /productOrder).
     
TMF 620 Product Catalog Management - Product Offerings   Provides an implementation of the TMF 620 Product Catalog Management, for version 19.0.1 of the API specifications.
It provides REST endpoints to read product specifications and product offerings (per the specifications) out of Salesforce Industries’s Product Catalog
     
TMF 620 Product Catalog Management - Product Specifications   This item provides an implementation of the TMF 620 Product Catalog Management, for version 19.0.1 of the API specifications. it provides REST endpoints to read product specifications and product offerings (per the specifications) out of Salesforce Industries’s Product
     
Add Subscription   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to add a Salesforce Industries subscription to Matrixx (the result is a subscriber in Matrixx).
     
Summer '19 Multipack   This deliverable is a data pack that contains multiple components of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
     
Purchase Plan   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to sync a purchase of a plan by a subscriber between Salesforce Industries and Matrixx.
     
Catalog and Promotions Alignment   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.It provides a set of Salesforce Industries Integration Procedures (VIPs), Omniscripts and Data Raptors (DRs) to support the process of aligning catalog items between Salesforce Industries and Matrixx.
     
Add Device   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to add a purchased device to Matrixx.
     
Subscription Balances   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to display balances for a subscriber or a group.
     
Subscription Management Multipack   This deliverable is a data pack that contains multiple components of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
     
Create Group   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to create a sharing group.
     
Group Management Multipack   This deliverable is a data pack that contains multiple components of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
     
Add Subscription to Group   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to add a subscriber to a group.
     
Operational Multipack   This deliverable is a data pack that contains multiple components of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
     
Cancel Subscription   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to cancel a subscription in Matrixx.
     
Remove Device   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to remove (deactivate) a device in Salesforce Industries and Matrixx.
     
Balance Top-Up   This specific deliverable provides a Integration Procedure to top up a balance in Matrixx using the Matrixx dedicated top up API.
     
Group Members   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to display members of a sharing group.
     
Remove Subscription From Group   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to remove a given subscriber from a sharing group.
     
Events   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to display Matrixx events in Salesforce Industries.
     
Balance Management   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a set of Salesforce Industries Integration Procedures (VIPs) exposed as TMF OpenAPI endpoints to support balance management.
     
Balance Adjustment   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to perform a balance adjustment in Matrixx.
     
Balance Thresholds   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to display and update thresholds and credit limits in Matrixx via Vlcity.
     
Modify Subscription   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure modify a subscription (subscriber) in Matrixx.
     
Balance Transfer   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.
This specific deliverable provides a Integration Procedure to perform a balance transfer.
     
Main Balance Recharge   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to perform a ‘recharge’ in Matrixx.
     
Meters IBB   This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to display values of Matrixx meters for a subscription.
 
Lead Conversion - B2C   Convert a Lead in Salesforce into a Consumer Account and Contact.

Financial Services

 
Insurance Console - Customer 360 View   Salesforce Industries Industry Console: Insurance 360 View
     
Create New Case - Reusable   This process drives a portal user or a customer service agent to create a new case for an account.
     
Add Contact information   A generic process for a customer to add their contact information
     
Change Password   The guided flow allows the customer to change the login password.
     
Reset Password   This process allows a policyholder to reset their password if they have forgotten it. DataPack Coming Soon...
     
Verification - Interaction Launcher   The Interaction Launcher helps the Customer Service Representative (Customer Service Rep) to Verify the Caller based on the details provided as per the Verification Process specified.
     
Reset Password   This process allows a policyholder to reset their password if they have forgotten it. DataPack Coming Soon...
     
Inbound New Appointment   Walks an authenticated customer through creating an
appointment with one or more employees.
     
Inbound Modify Appointment   Walks an authenticated customer through modifying
an existing appointment
     
Inbound New Guest Appointment   Walks an unauthenticated customer (a lead or prospect) through creating an appointment with one or more employees
     
Outbound Appointment   Walks an authenticated customer through creating an appointment with one or more employees
     
Inbound Cancel Appointment   Walks an authenticated customer through canceling an existing appointment
     
Outbound Modify Appointment   Walks a user through modifying an existing outbound appointment
 
New Consumer Account - Reusable   This process allows a Customer Service Rep/policyholder to create a New Person Account.
     
New Business (Account) - Reusable   This process allows a Customer Service Rep/policyholder to create a New Business Account.
 
Insurance OmniScript Coverages UI Template   The template allows the users to view and configure coverages for the Products selected by the customer while creating a quote or purchasing an insurance Policy.
     
Paused OmniScript Card   A Salesforce Industries Card for showing all previously saved/paused OmniScripts.
     
Policy Purchase Confirmation Template   The template allows the users to view the summary of the Policy Purchase.
 
Annuity Beneficiary Change   The Annuity Beneficiary Change process guides the call center rep through capturing the details of a requested Annuity beneficiary change.
     
Annuity Address Change   The Annuity Address Change flow guides the Customer Service Rep and Customer to update the Address information for an individual annuity.
 
Billing/Statement Account Address Change   The Billing/Statement Account Address Change flow guides the Customer Service Rep/Broker or the Customer to update the Address information for a customer's billing/statement account.
     
Billing Account Frequency Update   The Billing Account Frequency Update flow guides the Customer Service Rep/Broker or the Customer to update the frequency (monthly, quarterly, etc.) information for a customer's billing account. DataPack coming soon…
     
Billing Account Method Update   The Billing Account Method Update flow guides the Customer Service Rep/Broker or the Customer to update the method of payment (direct debit, credit card, check, etc.) information for a customer's billing account. DataPack coming soon…
     
Billing Account Policies Update   The Billing Account Policies Update flow guides the Customer Service Rep/Broker or the Customer to update the policies billed through a customer billing account. DataPack coming soon…
 
Property Claim - First Notice of Loss (FNOL)   The PandC Property First Notice of Loss (FNOL) flow guides the Customer Service Rep and Customer through the FNOL process of a auto insurance claim.
     
Auto Claim - First Notice of Loss (FNOL)   The PandC Auto First Notice of Loss (FNOL) flow guides the Customer Service Rep and Customer through the FNOL process of an auto insurance claim.
     
Death Claim   A flow to submit death claim to an insurance company for benefits.
     
Add Injured Party - Auto Claim (Reusable)   This guided flow allows the user to add an Injured Party to the database while initiating Auto Claim Process.
     
Auto Claim - Add Report (Reusable)   With this process a policyholder can add a police report filed for the accident/incident for which the policyholder is filing a claim.
     
Auto Claim - Add Other Vehicle   With this process a policyholder can add the other vehicle involved in the accident/incident for which the policyholder is filing a claim.
     
Auto Claim - Add Witness (Reusable)   This guided flow allows the user to add a Witness as a contact to the database while initiating Auto Claim Process.
     
Individual Life Claim Report   The Individual Life Claim Report flow guides the Customer Service Rep/Broker or the Customer to report an individual life claim. DataPack coming soon…
 
Digital Insurance - Broker Portal   Salesforce Industries Digital Insurance delivers real-time quoting, applications and servicing transactions through a responsive web portal.
     
New Port Design System - Digital Policyholder Self-Service   Salesforce Industries Digital Self-Service on the Web updated with new Salesforce Industries Newport Design System, compatible with Salesforce Industries Summer'18 Release (Insurance 103)
     
New Port Design System - Digital Insurance - Broker Portal   Salesforce Industries Digital Insurance delivers real-time quoting, applications and servicing transactions through a responsive web portal updated with new Salesforce Industries Newport Design System, compatible with Salesforce Industries Summer'19 Release (Insurance 105).
     
Digital Policyholder Self-Service   Salesforce Industries Digital Self-Service on the Web
 
Add Beneficiary to Policy   Add a beneficiary to a life or home insurance policy
     
Add Driver to Auto Policy   Add a driver to an auto insurance policy
     
Cancel Policy   Cancel an insurance policy
     
Initiate FNOL   Initiate the first notification of loss for an insurance policy
     
Initiate Loan Against Policy   Initiate a loan against a policy at the customer’s request
     
Send Documents   Send policy-related documents for an insurance policy to the customer’s billing or shipping address
     
Update Communication Preferences   Update a policyholder’s communication preferences. The preferences include email, phone, marketing, and fax
     
Update Policy Beneficiary Details   Update a policy beneficiary’s information, such as name, email address, phone number, and share percentage
     
Update Customer Details   Update policyholder information, such as name, email address, and phone number
     
Update Lienholder   Change the lienholder on a home or auto insurance policy
     
Update Premium Payment Date and Frequencyt   Change the premium payment date and frequency for an insurance policy
     
Update Premium Payment Method   Change the current method or add a method for paying the premium of an insurance policy
 
Assets and Liabilities   Collects borrower financial details like account assets, real estate assets, other assets, liabilities, and monthly expenses
     
Borrower Information   Collects personal borrower details like name, address, military service, employment history, other income, application property details, declarations, and demographics
     
Lender Loan Information   Collects general application details like property, title, loan, borrower qualification details, and homeowner education or housing counseling attendance
 
Individual Life Policy Address Change   The Individual Life Policy Address Change flow guides the Customer Service Rep and Customer to update the Address information for a life policy.
     
Life Policy Beneficiary Change   The Life Beneficiary Change process captures the details of a requested life beneficiary change.
     
Multi-Insured Auto Policy - Modify Coverages   This guided flow allows the user to Modify the Coverages of the held Multi Insured Auto Policy.
     
Auto-Pay Set Up   The Auto-Pay Set Up process allows the user to set up payment methods for recurring payments against policies.
     
Policy Servicing Change Address   The process will help the Customer Service Rep/Customer to add/edit addresses against a policy.
     
Surrender (Cancel) Policy   The Surrender Policy process will guide the customer through the procedure of surrendering the policy through the system.
     
Multi-Insured Auto Policy - Add Vehicle   With this process an Auto Insurance Policyholder can include an additional vehicle as an Insured Item under a Policy that he/she already holds.
     
Whole Life Illustration   This OmniScript is a reference use case showcasing the application of a Generic Graph Template within a Salesforce Industries OmniScript.
     
PandC Policy Address Change   The PandC (Property and Casualty) Policy Address Change flow guides the Customer Service Rep and Customer to update the Address information for a PandC (either personal lines or commercial lines) policy.
     
Resume Paused Processes (OmniScript)   Resume a previously saved OmniScript.
     
Policy Premium Payment Extension   The Policy Premium Payment Extension flow guides the Customer Service Rep/Broker or the Customer through the request to pay a Policy Premium later than the due date.
     
Get ID Card   This process allows a customer to have their policy ID card sent to them via e-mail, fax, or mail.
     
Multi-Insured Auto Policy - Add Driver   With this process an Auto Insurance Policyholder can include an additional driver under the auto policy held by the policyholder.
     
Modify Coverages   A guide flow for to make a modification to their policy and coverages, including adding endorsements or riders, with the help of a Customer Service Rep/contact center or by themselves through a self-service portal.
     
Business Owners Policy (BOP) Quote   This process allows the user (contact center rep, agent or customer) to get a quote for Business Owner’s Insurance and purchase a policy.
     
Assess Personal Liability   This guided flow allows the user to assess their risk exposure score based on the inputs such as Financial assets, real estate, personal property etc.
     
Multi-Insured Auto Policy - Remove Driver   With this process a Auto Insurance Policyholder can remove a driver from the auto policy held by the policyholder.
     
Add Driver   With this process a policyholder can add an additional driver to their auto insurance policy either with the help of a service representative or on their own through a self-service portal.
     
Pay Policy Premium   The Pay Policy Premium flow guides the Customer Service Rep/Broker or the Customer to pay a policy's premium through the default or alternative method of payment (direct debit, credit card, check, etc.). DataPack coming soon…
     
Update PandC Policy Related Parties   The Update PandC Policy Related Parties guides the Customer Service Rep/Broker or the Customer to update the associated party information for a PandC policy. DataPack coming soon…
 
Auto Quote   This process allows the user (contact center rep, agent or customer) to get a quote for Auto Insurance. They can provide information on one or more drivers and one or more automobiles to be covered, and get rates on coverage.
     
Pets Insurance Quote   This process allows the user (contact center rep, agent or customer) to get a quote for Pet Insurance and purchase a policy.
     
Multi Person - Life Quote   This process allows the user to get a Life Insurance Quote for more than one Insured Party. They can provide information on one or more Parties to be insured, and get rates on coverage.
     
Term Life Quote   This process allows the user (contact center rep, agent or customer) to get a quote for Term Life Insurance.
     
Product-Centric Selection Cards   The template allows the users to view and select the Products while creating a quote or purchasing an insurance Policy.
     
Integration Procedure- Quote to Policy   The integration Procedure converts the Quote into a Policy for a Quote Record.
     
Cyber Quote   This process allows the user (contact center rep, agent or customer) to get a quote for Cyber Insurance and purchase a policy.
     
Travel Policy Quote   This process allows the user (contact center rep, agent or customer) to get a quote for Travel Insurance and purchase a policy.
     
Print Quote   This OmniScript allows the user to Print the Quote for a Policy and send the same as an attachment in an Email to the customer.
     
New Opportunity   This process drives a portal user or a customer service agent to create a new opportunity against an account or contact.
     
Disability Quote   This process allows the user (contact center rep, agent or customer) to get a quote for Disability Insurance and purchase a policy.
     
Print Business Owners Proposal   This OmniScript allows the user to Print the Proposal for Business Owners Policy and send the same as an attachment in an Email to the customer.
     
Life/Fact Find-Basic   This process allows the agent or broker to gather information about a customer and their financial requirements and provide a recommendation on the amount of life insurance coverage they need.
     
Homeowners Quote   This process allows the user (contact center rep, agent or customer) to get a quote for Homeowner’s Insurance and purchase a policy.
     
Renters Quote   This process allows the Customer Service Rep/Agent/Customer to get a quote for Renters Insurance and purchase a policy. They provide information about their dwelling, including the protective devices in their home, and can get rates on coverage.
     
Business Fact Find   This process allows the agent or broker to gather information about a Business to provide a recommendation on the amount of BOP coverage they need. This process can also be used by a customer in a self-service environment.
     
Muti-Auto Quote to Issue Overview   The Salesforce Industries Insurance Application for Property and Casualty includes a fully functioning policy administration and claims system for multi-auto, multi-driver auto insurance.
     
PandC Commercial Umbrella Policy Quote   The PandC Commercial Umbrella Policy Quote flow guides the Customer Service Rep and Customer though the quoting process of a Commercial Umbrella liability policy. DataPack coming soon...
     
Multi-Auto Quote Process   This process allows the user to get Auto Insurance Quote for more than one vehicle within a single policy. They can provide information on one or more drivers and one or more automobiles to be covered, and get rates on coverage.
 
Activate Card   Activate a new debit or credit card linked with a financial account
     
Close Account   Close a financial account with an automated flow
     
Dispute Transactions   Dispute one or more transactions for a financial account
     
Issue New Card   Issue a new card for a financial account and send it to the customer’s billing or shipping address
     
Update Customer Details    
     
Order Checks   Send checks for a financial account to the customer’s billing or shipping address
     
Send Documents (Banking)   Send various financial documents for an account to the customer’s billing or shipping address
     
Update Premium Payment Method    
     
Send Statement   Email an account statement or send it to the customer’s billing or shipping address
     
Update Address   Change the address associated with a financial account
     
Update Billing Date and Frequency   Change the billing date and frequency for a financial account
     
Update Card Limits   Update the daily withdrawal or credit limit for a card associated with a financial account
     
Update Communication Preferences (Banking)   Update a customer’s communication preferences. The preferences include email, phone, marketing, and fax
     
Update Lienholder    
     
Update Premium Payment Date and Frequency    
     
Waive Fees   Waive the fees levied on a financial account

Healthcare

 
Individual Medical Product Template- Retired   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Salesforce Industries Benefits Renewals solutions.
     
 
Medicare Advantage Standard PPO Product Template   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions.
     
Medicare Advantage POS Product Template   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions.
     
Medicare Supplement Product Template- Plan C   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions.
     
Medicare Advantage Complete Plus PPO Product Template   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions.
     
Medicare Advantage Dual Care PPO DSNP Product Template   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions.
     
Medicare Advantage MSA Product Template   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions.
     
Medicare Advantage Standard HDHP Product Template   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions.
     
Medicare Supplement Product Template- Plan D   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions.
     
Medicare Supplement Product Template- Plan G   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions.
 
Provider Registration   A business process for getting registered with a health plan.
     
Provider Credentialing Application   A business process for completing and submitting credentialing application to the health plan.
     
Provider Nomination   A business process for nominating a provider to a health plans network.
     
Provider Recruitment   A business process for recruiting a provider to a health plans network.
     
Credentialing Primary Source Verification   A business process for verifying the credentialing application.
     
Relationship Graph for Provider, Patient and Facility   A relationship graph for Provider, Patient and Facility.
     
Provider Affiliations Relationship Graph   A Salesforce Industries Relationship Graph for showing relationship between Providers and their affiliations.
     
Relationship Graph for Diagnosis Codes and Procedure Codes   A Salesforce Industries relationship Graph for Diagnosis Codes and Procedure Codes.
     
Relationship Graph for Provider, Provider Group, and Health Networks   A Salesforce Industries relationship Graph for Provider, Provider Group, and Health Networks.
 
Individual Medical Product Template- Current   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Salesforce Industries Benefits Renewals solutions.
     
 
Small Group Product Template- Medical   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog.
     
Small Group Product Template- Dental   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog.
     
Broker Quote and Apply   A Salesforce Industries guided process to generate quote for Small Groups.
     
Small Group Product Template- Dental   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog.
     
Small Group Product Template- Medical-2   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog.
     
Small Group Application   A Salesforce Industries guided flow for submitting Small Group Application.
     
Small Group Product Template- Dental-2   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog.
     
Small Group Product Template- Medical-3   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog.
     
Small Group Product Template- Medical-4   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog.
     
Small Group Product Template- Medical-6   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog.
     
Small Group Product Template- Vision-1   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog.
     
Small Group Product Template- Vision-2   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog.
     
Small Group Product Template- Medical-5   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog.
     
Small Group Medical Product Template-Current   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Salesforce Industries Benefits Renewals solutions.
     
Small Group Medical Product Template-Retired   This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Salesforce Industries Benefits Renewals solutions.

Media

 
Paused OmniScript Card   A Salesforce Industries Card for showing all previously saved/paused OmniScripts.
     
Purchase Confirmation Template   The template displays the summary of the product/service Purchase to the user.
     
CPQ Promotions Badge Notification   Enables display of Promotion Indicator on CPQ Cart
     
Customer feedback survey dashboard   Einstein Analytics dashboard to gain deeper insights into the feedback received from Customer Surveys
     
Lead Conversion - B2C   Convert a Lead in Salesforce into a Consumer Account and Contact.
     
Sample Permission Sets and Permission Set Groups   Sample Permission Sets and Permission Set Groups for Media and Entertainment cloud
 
Resume Paused OmniScript   Resume a previously saved OmniScript.
     
CAPTCHA Challenge   Challenge the user of an OmniScript with a CAPTCHA widget to make sure they are human.
     
Send Push Notification   A Salesforce Industries Integration Procedure to send a push notification to an app built using the Salesforce Industries Mobile Framework.
     
Communications and Media Industry Toolkit for B2C   We have introduced a toolkit between B2C Commerce Cloud and Communication and Media Clouds to jumpstart development on deploying digital commerce for the communications and media
 
 
Start Customer Interaction   Package includes components to run and launch an Interaction Launcher by searching and verifying a caller's account or contact and creating a customer interaction.
     
Verify Caller - Contact Information   The Verify Caller - Contact Information flow simplifies the Customer Service Rep search experience with a type ahead lookup on the Account and Contact Name.
     
Manage Billing Dispute   The manage billing dispute flow guides the Customer Service Rep to help the customer in case of misunderstanding or disagreement about an invoice or a single line invoice item or traffic detail.
     
B2C TV - Troubleshoot   A troubleshooting experience for a TV service: B2C TV - Troubleshoot
     
Make A Complaint   Allow a customer to lodge a complaint about a service.
     
Create Case - Reusable   Create Case - Reusable
     
Customer - View Services   Salesforce Industries Industry Console: Customer - View Services
     
Reusable Read Account Status   A reusable process to display status of an account
     
Create Task   Create Task
     
Read Account Details - Reusable   A reusable process to display details of an account
     
Read Asset - Reusable   A reusable process to display details of an asset
 
Suspend Subscription   The Suspend Subscription flow guides the Customer Service Rep to help the customer in suspending their subscription.
     
Request Subscription Termination   The Terminate Subscription flow guides the Customer Service Rep to help the customer in terminating hisher subscription.
     
Update Account Information   Update account details, contacts details, shipping and billing address and related billing account details of an Account.
     
Add Contact Information   A generic process for a customer to add his/her contact information.
     
Update Billing Profile Information   Guides the Customer Service Rep and Customer to update the Billing Profile information.

Public Sector

 
Apply for Business Authorization   This process allows a business owner to apply online for the appropriate business license or other authorizations required to operate their business.
     
Assess Your License or Permit Needs   The Pre-Screen directs constituents to information about applicable regulations, programs, and/or authorizations based on their situation
     
Apply for Individual Authorization   This process allows an individual to apply online for applicable authorizations.
     
File a Complaint   This process allows citizens and other constituents to file a complaint against a business or individual.
     
Violation Fee   This process allows Org admin to use the violation fee creation by invoking a create trigger salesforce flow
     
Search for License or Permit Holder   This process allows constituent to search for license / permit details for a business or individual.

Energy and Utilities

 
Verify Caller - Contact Information   The Verify Caller - Contact Information flow simplifies the Customer Service Rep search experience with a type ahead lookup on the Account and Contact Name.
     
FlexCards for EandU Contact Centre Console   FlexCards implemented for the Contact Centre Console (replaces Vlocity Cards and LWC components)
     
Customer Feedback Survey   The Customer Feedback Survey allows the User or Customer to capture Customer Satisfaction (CSAT) index.
     
Notification Preferences   The purpose of this process is to manage the notification preferences for an Account.
     
Suspend Subscription   The Suspend Subscription flow guides the Customer Service Rep to help the customer in suspending their subscription.
     
Report Outage Process   Report a service outage (including street lights) at a premise or other address.
     
Add Contact Information   A generic process for a customer to add their contact information.
     
Read Asset - Reusable   A reusable process to display details of an asset
 
Update Billing Profile Information   Guides the Customer Service Rep and Customer to update the Billing Profile information.
     
Create Payment Plan   The purpose of this process is to manage the payment plan creation process.
     
Create Budget Billing Plan   A process to create a budget bill plan enrollment.
     
Change Tariff   The Change Tariff flow guides the Customer Service Rep to help the customer in changing their tariff plans.
     
High Bill Analysis   The High Bill Analysis process will provide the information necessary for a front office user to resolve a high bill inquiry.
     
Manage Billing Dispute   A guided process for the agent to help the customer in case of misunderstanding or disagreement about an invoice or a single line invoice item or traffic detail.
     
High Bill Analysis   A guided process that provides the information necessary for a customer service agent to resolve a high bill inquiry.
     
Modify Budget Bill Plan   A guided process that allows the Users or Customers to Manage(Modify or Cancel) Budget Bill Plan Enrollment.
     
Request Bill Copy   A guided process for a user or customer to request a copy of a Billing Statement.
     
Create Payment Plan   A guided process for the agent to create an installment plan for a customer to pay off an outstanding balance.
     
Manage Billing Dispute   A guided process for the agent to help the customer in case of misunderstanding or disagreement about an invoice, a single line invoice item, or traffic detail.
 
Terminate Contract   Terminate Contract
     
Amend Contract Add Product or Service   Amend Contract allowing the addition of a Product or Service
     
Amend Contract Add Product   A guided process to allow the Agent to amend a contract and add a product
     
Business Contract Renewal   A guided process to allow the Agent to renew a contract
 
Move-In Using CPQ   A guided process to capture a Move-In request by a customer and create an order. The Order Orchestration is done through Salesforce Industries CPQ APIs.
     
Create Account   A guided process to create a new account.
     
Auto-Pay Set Up   A guided process for adding/editing a payment method for recurring payment within the system.
     
Account Display Cards   An Account Display Card provides a Salesforce Industries Card framework to display key Account information in a Card that can be added to various screens as needed.
     
Create Case - Reusable   Create Case - Reusable
     
Add/Update Contact Information   The Add/Update Contact Information process enables the customer service agent to add or update the information for a Contact on an Account.
     
Transfer Service with CPQ   Transfer Service process orchestrates a customer leaving one premise and transferring the energy contracts/assets to a new premise.
     
Make A Complaint   The Make a Complaint process allows Users or Customers to lodge a complaint for Energy Services
     
Customer - View Services   View all services for an account
     
Obtain Manual Meter Read   The Obtain Manual Meter Read process guides the customer service agent on how to enter meter readings for one or more services manually.
     
Prepay Enrollment   The Prepay Enrollment process allows Users or Customers to enroll in a prepayment plan.
     
Move Out with CPQ/Order Management   Orchestrates a customer leaving one premise and transferring the energy contracts to a new premise.
     
Update Contact Information   A guided process to update the contact information on an account
     
Update Account Information   A guided process to update account details, contacts details, shipping and billing address and related billing account details of an Account.
     
Update Address Information   A guided process to update Address of an Account.
     
Update Account Address   The Update Account Shipping Address process enables the customer service agent to update the customer’s shipping address information.
     
Move-In without CPQ   A guided process for the agent to facilitate the setup of one or more utility services at a premise for a new or existing customer. This process is designed primarily for use by a utility company in a regulated market, but could be
     
Update Account Information   A guided process to update account details, contacts details, shipping and billing address and related billing account details of an Account.
     
Modify Payment Plan   A guided process to manage the payment plan modification process.
     
Request Bill Copy   The Request Bill Copy process guides a customer service agent through the steps to request a copy of a billing statement.
     
Obtain Validated Meter Reading   A guided process for the agent to input a validated meter reading.
     
Make a Complaint   Make a Complaint process allows an agent to log a complaint on behalf of a customer about Energy and Utility Services.
     
Update Billing Profile Information   The Update Billing Profile Information process guides the customer service agent and customer to update the billing account profile information.
     
Split Bill Payments Template   A UI Template the user will be able to split payment for one bill using different payment methods stored in the system.
     
Manage Notification Preferences   The purpose of this process is to manage the notification preferences for a customer account.
     
Move-Out without CPQ   This is a guided process that enables the customer service agent to terminate one or more services at a premise for a customer account. This process is primarily designed for use by a utility company in a regulated market, but could be extended to also su
     
Manage Profile Attributes   The purpose of this process is to manage the profile attributes of the customer.
     
Read Account Details - Reusable   A reusable process to display details of an account
     
Reusable Read Account Status   A Reusable view of Account Status
 
Modify Service Order   The purpose of this process is to guide a user or customer through the process to modify an existing service order.
     
Create Service Appointment   The Create Service Appointment process allows Customers to book a new appointment for service at a Home or Business.
     
Create Service Order   A guided process for a User or Customer to create a new service order.
     
View Service Order Status   A quick view the status of an existing service order.
     
Where’s My Tech/ Re-book appointment   A guided process to for the customers to understand the status of an existing Service Appointment, Technician location, and provide the option to rebook the appointment to a different date and time.
     
Create Service Order Using CPQ   A guided process for a User or Customer to Create a new Service Order by using CPQ APIs.
 
Sample Permission Sets and Permission Set Groups   Sample Permission Sets and Permission Set Groups for Energy and Utilities cloud
 
Customer Sign-up/Consumer Order   A selling experience for a new Consumer order.
     
Energy Assessment   The purpose of "Energy Assessment" process is to guide a user or customer through an Energy Assessment for the Premise.
     
Basic Renewal Process (B2C)   A guided process for B2C customer to place a new order while renewing its contract.
     
New Equipment Order   Customer ordering equipment or equipment based services.
     
Reconnect Service   A guided process for a customer or user to Reconnect Service for an Account that was disconnected for non-collections related reasons.
     
Debt Check   The Debt Check process will allow users to identify Outstanding Debt on an Account.
     
Exception/Objection Process   The Objection is an exception that can happen during the joining journey in a Customer Gain process.
     
Create Security Deposit   The purpose of this process is to manage the security deposit creation process.
     
Rejection Process   The Rejection is an exception that can happen during the joining journey in a Customer Gain process.
     
Purchase Confirmation Template   The template displays the summary of the product/service Purchase to the user.
 
Energy and Utility Console for Customer 360 with SAP-ISU integration    Customer 360 view with intelligent profile insights and guided service and sales processes. Provide contact center agents and other front-line employees one-click access to a comprehensive array of standard utility business processes.
     
Master Data Synchronization (for SAP integration)   Enable scheduled upload of master data updates from SAP
     
Console Process Multipack (for SAP Integration)   The SAP IS-U Console Integration Multipack provides the necessary components which are required to integrate the SAP billing system with the Utility 360 Service console
     
Create Contact (with SAP-ISU integration)   Create a new customer.
     
Transfer Service without CPQ (with SAP integration)   Moving one or more utility services from one premise to another. Designed for use by a utility company in a regulated market.
     
Move In without CPQ (with SAP-ISU integration)   Establish one or more utility services at a premise for a new or existing customer. Designed primarily for use by a utility company in a regulated market.
     
Obtain Manual Meter Read (with SAP-ISU integration)   Enter meter readings for one or more services using an SAP integration
     
Create or Update Payment Plan (with SAP-ISU integration)   Create an instalment plan for a customer to pay off an account balance or another amount over time.
     
Move Out without CPQ (with SAP-ISU integration)   Terminate one or more services at a premise for an account. Designed primarily for use by a utility company in a regulated market.
     
Energy and Utilities Process w/ Customer 360 and SAP-ISU integration   This multipack is a collection of processes also provided in individual listings within the VPL that allow contact center agents and other front-line employees to a comprehensive array of standard utility business processes for service.