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 “Plauti Data Orchestration”.
   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
   Remember your choice for step 8.
   
   

A flow is now 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.
Note that the flow actions mentioned below can appear at several places in the flow.

5. Edit the flow where needed:

• In each "APEX Convert Lead into Contact/Account/Person Account" flow action, 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 "APEX Quick Merge Leads" flow action, the default Threshold is set to 95. You might want to increase this to 99 or 100, so that only those Leads that are almost exactly the same (they have a 99% or 100% matching score according to the used scenarios) will be merged.
• In each "Send Notification" flow action, indicate whether you want to send an email and/or user notification  upon finishing the flow.
  Update "sendEmail" and "sendUserNotification" to True or False to send or disable emails and user notifications.
  
  • The user notification's Title and Body can be edited here in the flow action.
  • For each flow branch, different emails will be sent. This is determined in the GET Email Template flow actions. Running the PDO flow‍ outlines which emails are sent when by default.
  • 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:

6. Click Save  top right to save the flow.
7. Enter a Flow API Name.
8. Still in the Save window, click Show Advanced.
9. Make sure Type is set to "Autolaunched Flow (No Trigger)"
10. Enter the Source Template you used (Plauti Data Orchestration B2B ABM, Plauti Data Orchestration B2B, or Plauti Data Orchestration B2C)
    
11. Click Save.
12. Activate the flow.
13. 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.

Troubleshooting

• If you get an error upon saving the flow, stating "This flow's Source Template PDO_B2B_ABM is not a template or doesn't exist" or similar, this means that you need to enter the full template name in the advanced settings upon saving.