Transforming business processes into automated solutions

In this section, let’s explore flow orchestration for partner registration. This is an excellent example, as we have screen elements as well as backend automation.

Let’s implement a simplified scenario:

1. Flow orchestration runs when the parent account is active, and partner enabled is checked.
2. The channel team fills out the onboarding form, inputting contact and account details. Let’s assume this is our first release and the channel team will input the data accurately.
3. Sales operations will get notified so that they can verify and authorize or decline the account and contact creation. (Think about this scenario – what if an account and/or contact already exists? How would you address this?)
4. On approval from Salesforce, the account and contact will be created in the background. The account from where flow orchestration is triggered is added as a parent account to the account just...