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            Deploy Discovery Framework Sample Template for Digital Lending—India

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            3. Financial Services Cloud Admin Guide

            Deploy Discovery Framework Sample Template for Digital Lending—India

            Deploy the prebuilt templates for Digital Lending—India that add sample Omniscripts, Integration Procedures, Omnistudio Data Mappers, and assessment questions to your Salesforce instance.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To deploy sample templates:

            Customize Application

            AND

            Financial Services Cloud Standard OR Financial Services Cloud Extension OR FSC Sales OR FSC Service OR FSC Sales and Service
            1. From Setup, in the Quick Find box, enter Discovery Framework, and then under Discovery Framework, select General Settings.
            2. Turn on Import or Export and Sample templates.
            3. From Setup, in the Quick Find box, enter Discovery Framework Sample Templates, and then select Discovery Framework Sample Templates.
            4. To see a list of the assessment questions, Omniscripts, Data Mappers, and Integration Procedures that are included in the template, next to Digital Lending—India Integrated, click View Details.
            5. Click Deploy.
              Wait for the deployment process to complete.

            After deployment is complete, make sure you activate the Digital Lending—India artifacts deployed using the discovery framework sample template before using them in the loan origination process.

             
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