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            Enable Integrated Onboarding in Financial Services Cloud

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

            Enable Integrated Onboarding in Financial Services Cloud

            To enable the sample onboarding app in your Salesforce org, enable the Sample Onboarding Application template setting. By enabling this setting, you get access to the objects and flows necessary to onboard applicants.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled
            User Permissions Needed
            To enable the sample onboarding application template:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Customize Application
            1. From Setup, in the Quick Find box, enter General Settings, and then under Financial Services Cloud select General Settings.
            2. Turn on Sample Onboarding Application Template.
             
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