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            Deploy the Sample Templates to Onboard Applicants

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            3. Financial Services Cloud Admin Guide

            Deploy the Sample Templates to Onboard Applicants

            Deploy the prebuilt templates for onboarding that add sample OmniScripts, Integration Procedures, Omnistudio Data Mappers, and assessment questions to your Salesforce org. After you deploy, you can customize the sample templates to suit your business needs.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled
            User Permissions Needed
            To deploy sample templates:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Customize Application

            Before you begin:

            1. From Setup, in the Quick Find box, enter Discovery Framework, and then, under Discovery Framework select General Settings.
            2. Turn on Sample Templates.
            3. To deploy the template, from Setup, in the Quick Find box, enter Discovery Framework Sample Templates, and then select Discovery Framework Sample Templates.
              1. To see a list of the assessment questions, OmniScripts, Omnistudio Data Mappers, and Integration Procedures that are included in the onboarding template, for FSC_ONB v1, click View Details.
              2. For FSC_ONB v1, click Deploy.
            4. To view the deployment status, from Setup, in the Quick Find box, enter Deployment Status, and then select Deployment Status.

            After you deploy the sample template, clone and activate the OmniScript in the template. From the App Launcher, find and select OmniStudio. In the OmniStudio app, from the navigation bar, select OmniScripts. It can take a little time for the OmniScripts app to show. Select FSC_Onboarding and click Create New Version. Finally, click Activate Version.

             
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