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            Deploy Sample Templates for Fact Finding

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            3. Financial Services Cloud Admin Guide

            Deploy Sample Templates for Fact Finding

            Implement the fact finding template that’s built on the Discovery Framework. After you set up the basic Discovery Framework, you can access the Discovery Framework sample templates.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To enable Discovery Framework:

            Omnistudio Admin permission set

            AND

            Read and Edit permission on Discovery Framework objects
            Note
            Note Before you can do the following steps, you must complete the following prerequisites:
            • Have the required permissions sets installed in your org.
            • You must set up Basic Discovery Framework
            1. From Setup, in the Quick Find box, enter Discovery Framework Sample Templates, and then click Discovery Framework Sample Templates.
            2. Click the Client Fact Finding template.
            3. Click Deploy.
            4. To verify the template name, description, assessment questions, Omniscripts, data mappers, and integration procedures, click View Details.

            See Also

             
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