Loading
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Turn On Advanced Document Validation

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Turn On Advanced Document Validation

            To improve the validation accuracy of document checklist items, use Advanced Document Validation to focus on required data points across related records.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited editions that have Financial Services Cloud enabled.
            User Permissions Needed
            To turn on Advanced Document Validation:

            Financial Services Cloud Extension OR FSC Sales OR FSC Service

            AND

            Document Checklist Item permission set.

            Before you begin:

            • Assign the Document Checklist item permission set to your users. See Assign the Document Checklist Permission Set.
            • Grant create and edit access to the Document Checklist Item Validated Target object.
            • Create Document Category and Document Type and associate it with Document Checklist Item.
            • Make sure that the Document Checklist Item parent object is Party Profile, Applicant, Application Form Product, or Application Form.
            1. From Setup, find and select Advanced Document Validation Settings.
            2. Turn on Advanced Document Validation.
             
            Loading
            Salesforce Help | Article