Loading
Feature Disruption - Service Cloud VoiceRead More
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
            Troubleshoot Issues During the Onboarding Process

            You are here:

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

            Troubleshoot Issues During the Onboarding Process

            When an error or exception occurs during the execution of a flow orchestration, the flow is transferred to the Exception Handling stage. A Process Exception record is created and the Flow Orchestration Instance Related Object stage is set to Fix Exceptions.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled
            User Permissions Needed
            To open, edit, or create an orchestration in Flow Builder: Manage Flow
            To edit the Flow Orchestration Instance Related Object: Create and Edit on Flow Orchestration Instance Related Object

            The Onboarding: Process Flow Execution Errors flow, creates a Process Exception record to process flow execution errors and updates the status of the Flow Orchestration Instance Related Obj record to Fix Exceptions. The flow orchestration waits for the admin to update the stage of the Flow Orchestration Instance Related Obj stage to either Restarted or Finished with Errors.

            If the admin updates the stage to Restarted, the flow orchestration resumes the same instance of the orchestration from the stage where it failed. If the admin updates the stage to Finished With Errors, the flow orchestration ends.

            When the stage of the Flow Orchestration Instance Related Object is updated from Finished With Errors to Restarted, the Onboarding: Set Orchestration Conditions to Restart or Resume Flow Orchestration Instance flow creates an instance of the flow orchestration to restart the onboarding process.

            To troubleshoot a Flow Orchestration Troubleshoot Orchestrations.
            Onboarding: Process an Application Form to Onboard a New Applicant and Onboarding: Process a Party Profile to Onboard a New Applicant are the two flow orchestrations provided for onboarding applicants.
             
            Loading
            Salesforce Help | Article