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            Update the Set Up Required Minimum Distribution Omniscript

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Update the Set Up Required Minimum Distribution Omniscript

            Give your users a guided path for completing the request intake process in the Set Up Required Minimum Distribution 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 update the Set Up Required Minimum Distribution service process: Customize Application

            Before you begin:

            1. From the App Launcher, find and select Omniscripts.
              Wait a few moments for the Omniscripts list view to appear.
            2. Select FSCWlth/SetupRequiredMinimumDistribution.
            3. Click New Version.
            4. Click Activate Version.
             
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            Salesforce Help | Article