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Stage Management
Use Stage Management to define business process stages, transitions, and the criteria required to complete each stage of a complex business process such as transaction dispute management and customer onboarding. Restrict stage transitions based on user access. Define your own rules for transition by specifying a criterion, and add step definitions to run integration definitions, flows, or Omniscripts.
Explore and Learn
Watch this video to understand how Stage Management works for Financial Services Cloud.
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Stage Management for Financial Services Cloud.
To setup and configure Stage Management, see Stage Management.
- Example: Stage Management for Customer Onboarding
Use Stage Management to define the stages and transition criteria to onboard customers. Then, create a transition plan for a process to move from one stage to another. There are multiple Salesforce objects involved in the customer onboarding business process workflow.
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