Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Clone the Omniscript for the Manage Beneficiaries Wealth Banking Service Process

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Clone the Omniscript for the Manage Beneficiaries Wealth Banking Service Process

            Give your users a guided path for completing the request intake process in the Manage Beneficiaries 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 Manage Beneficiaries 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 FSCWlth/ManageBeneficiaries.
            3. Click New Version.
            4. Click Activate Version.
             
            Loading
            Salesforce Help | Article