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            Clone the Omniscript for the Estate Planning Service Process

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Clone the Omniscript for the Estate Planning Service Process

            Give your users a guided path for completing the request intake process in the Estate Planning service process. Use the Omniscript as is, or customize it to meet your business needs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To clone the Estate Planning Omniscript: Customize Application
            1. From the App Launcher, find and select Omniscripts.
              Wait a few moments for the Omniscripts list view to appear.
            2. Select FSCRtl/EstatePlanning.
            3. Click New Version.
            4. Click Activate Version.
             
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