Prerequisites

To be able to configure the PDO flow:

• You have installed the PDO flow templates. 
• You have access to Salesforce Flows.
• You have installed the DAP, DC, RV and SRR apps in your org (in the PDM app or as separate apps).

Configure the PDO flow

To set up and configure the Plauti Data Orchestration flow:

1. Go to Salesforce Setup > Process Automation > Flows.
2. At top right, click New Flow .
3. Select Use a Template and click Next.
4. In the list of templates, select one of the Plauti PDO templates. Look in “Autolaunched Flow” or search for “PDO”.
   There are three templates available:
   • Plauti Data Orchestration B2B, for a B2B environment with Accounts, Contacts, and Leads
   • Plauti Data Orchestration B2B ABM, for a B2B ABM environment with ABM and non-ABM Accounts, Contacts, and Leads
   • Plauti Data Orchestration B2C, for a B2C environment with Person Accounts and Leads
   
   

A flow is created based on the template. It is mostly ready to use, but needs to be adjusted to match your Org specifics at a few points.

• In nodes "APEX Convert Lead into Contact/Account/Person Account", the Converted Status is set for records that have been converted. The default status is "Closed - Converted". Change this to your own Converted Status if you have a different status in use.
• In the "Send Notification" flow actions, indicate whether you want to send an email and/or user notificationupon finishing the flow.
  • The notification's Title and Body can be edited here in the flow action.
  • The emails that will be sent can be edited in the Salesforce Setup. See Configure your Org and apps for using the PDO flow‍.
  • Sending emails or user notifications after a Super Round Robin flow action is determined in the SRR Assignee settings.
• For ABM environments: Linking Leads to Accounts can be implemented in different ways in ABM Orgs. If needed, update nodes "SET Lead as Child to ABM Account" and "Update Lead" (for example if you do convert Leads) to reflect your Org's way of linking Leads to ABM Accounts.
• For ABM environments: Marking Accounts as ABM Accounts can be implemented in different ways in ABM Orgs. If needed, update node "CHECK Account is ABM" to reflect your Org's way of marking Accounts as ABM Accounts.

Once the flow matches your Org's specific processes:

5. Save and Activate the flow.
6. Continue in Configure your Org and apps for using the PDO flow‍ to configure DAP, DC and the other apps so you can use the flow.