Prerequisities for Setting Up Integrated Onboarding

Before setting up your Salesforce org for integrated onboarding and starting to work with the sample app for onboarding, review these considerations.

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled

The sample app is designed to give you a head start on building your own onboarding experience. It includes sample templates that you can customize to fit your needs. The sample templates work in a specific flow and depend on how you’ve set up your org to onboard applicants.
Make sure to turn on Discovery Framework in your Salesforce org. See Enable Discovery Framework.
Make sure to turn on Import or Export in your Salesforce org. See Configure Import or Export Settings.
Make sure you turn on the Know Your Customer setting. See Enable Know Your Customer.
OmniStudio Metadata setting is turned on.
OmniStudio Managed Package Runtime setting is turned off.
To get the most out of the sample app, it helps to have a good understanding of Discovery Framework, Integration Definitions, OmniScripts, Integration Procedures, Invocable Actions, Flows, Approval Processes, and Queues.

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