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
            Review the Application Form Status

            You are here:

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

            Review the Application Form Status

            When the stage of the party profile record is Completed, the applicant record that’s associated with the party profile record is set to Approved. When all the applicant records are approved, the application form record that’s associated with the applicant records is set to Approved.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled
            User Permissions Needed
            To review the application form status: Financial Services Cloud Extension OR FSC Sales

            The Onboarding: Check Party Profile Status and Update Applicant Stage flow, checks whether the status of the party profile is Completed. If the status is Completed, the flow updates the stage of the associated applicant record to Approved. Otherwise, the flow updates the stage of the applicant record to Rejected. Similarly, the Onboarding: Check Applicant Stage and Update Application Form Stage flow, checks whether all the applicant records for an application form are Approved or Rejected. If the applicant records are approved, the flow updates the stage of the associated application form record to Approved. Otherwise, the flow updates the stage of the application form record to Rejected. When the application form stage is set to Approved, the onboarding process is complete.

            1. From the App Launcher, find and select Onboarding.
            2. Click the Application Forms tab.
            3. Review the Application Form stage.
             
            Loading
            Salesforce Help | Article