🔥 Exciting News for Financial Services Professionals! 🔥
Enhance your customer onboarding process with ease using the latest feature in Financial Services Cloud (FSC).
Introducing the Sample Onboarding Application Template, a powerful tool designed to streamline and improve your onboarding experience.
With this new functionality, you can easily deploy various components such as OmniScripts, flows, Integration Procedures, DataRaptors, and more from the sample onboarding app directly to your Salesforce org.
The best part?
You have the freedom to customize these components according to your unique onboarding needs.
Please note that this change applies to Lightning Experience in Enterprise and Unlimited editions, and requires the Financial Services Cloud Growth license.
To gain access to the sample app, follow these simple steps:
1. Go to Setup and enter "General Settings" in the Quick Find box.
2. Under Financial Services Cloud, select "General Settings".
3. Turn on the "Sample Onboarding Application Template" option.
Once you've enabled the Sample Onboarding Application Template, you're ready to deploy the app components.
Here's how:
1. Go to Setup and enter "General Settings" in the Quick Find box.
2. Under Discovery Framework, select "General Settings".
3. Enable the "Sample Templates" setting.
Finally, to deploy the app components, follow the remaining steps:
1. Go to Setup and enter "Discovery Framework Sample Templates" in the Quick Find box.
2. Select "Discovery Framework Sample Templates".
3. From the list of templates, choose "FSC_ONB".
4. Click "Deploy".
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