Create a screening case record for an Account using a Flow

MPM

Hello,
I'm facing difficulties in implementing a flow, in Salesforce, that creates a Screening Case record automaticaly whenever a new Account is created.

The flow is very simple:

• It has the Start element - runs only when an Account is created;
• It has an Apex Action - apex-tr_wc1_tr_automateScreening

However, when I create an Account the Screening Case is not created.

Here is the Flow:

Here is a debug:

Thank you,
Miguel

ram.nitish

Hi @MPM,

Thanks for reaching out. Could you confirm if you're integrating the World-Check One API with Salesforce and encountering this issue?

Thanks,
Ram

MPM

Hello Ram,

Thank you for your reply.
Yes, we have the World-Check One API:

Thanks,
Miguel

ram.nitish

@MPM

Could you confirm which endpoints you're using to create this flow and specify where you're encountering the issue? Also, are there any error messages/status codes or logs generated when the API call is made ?

Could you provide any error codes (Ex: 401, 400) that are being generated when the API call is made?

Thanks,
Ram

MPM

Hello Ram,

What do you mean by "which endpoints you'e using to create this flow"?
In an Account, if I click in the New Screening button everything is alright - a sreening case is created. Now, I'm trying to automate this process throught a flow: every time an Account is created the Trigger Flow is triggered and a screening case should be created - as explained here:

https://developers.lseg.com/en/api-catalog/customer-and-third-party-screening/world-check-customer-risk-screener/Tutorials/Flows-for-6-3-and-below/Create-Flows-for-Standard-Mapping

So, i have created the flow but nothing happen - the screening case is not created and I don't get any error message.

Thanks,
Miguel

ram.nitish

@MPM,

As the tutorial pertains to CRS (Customer Risk Screener) flows, I kindly suggest reaching out to your Customer Success Manager (CSM) for further assistance.

Thanks,
Ram

MPM

Hello Ram,

What do you mean by CRS?

Is it possible to automatically create a Screening Case when an Account is created? How could you implement that?

Thanks
Miguel

MPM

Hello Ram,

The problem was related with the Customer Risk Screener version I was running.

Here is a step-by-step for future help: https://developers.lseg.com/en/api-catalog/customer-and-third-party-screening/world-check-customer-risk-screener/Tutorials#flow-to-create-a-screening-case

Thank you
Miguel