Work with the Sample App for Onboarding Applicants
After you set up Salesforce for integrated onboarding, launch the sample onboarding app and initiate the onboarding process.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled |
When a lead is converted to an opportunity, the sample app starts the onboarding process. A record-triggered flow creates an application form record from the lead record and a flow orchestration instance related obj record. The flow orchestration instance related obj record stores information about the flow orchestration that’s running. When the application form record is created, your users can use the Flow Orchestration Work Guide component on the application form record page to complete the screen flow that’s assigned to them.
- Initiate the Onboarding Process
To initiate the onboarding process for applicants, launch the sample Onboarding app, create a lead record for an applicant, and then convert the lead to an opportunity. - Add Product Details to the Application Form
Use the Flow Orchestration Work Guide component on the application form record page to select a product for the applicant. By using the Work Guide component, you can add applicants, if necessary. - Provide Applicant Details
To provide applicant details for Know Your Customer (KYC) verification, complete the assessment form that’s created for each applicant. The assessment form collects information such as primary information, address details, employment details, the services that the applicants are requesting, and more. - Validate Identity Verification and Risk Screening Status
The Work Guide component on the applicant's party profile record page shows the status of the identity verification and AML screening. - Validate Documents in Document Checklist Items
Validate a document in a Document Checklist Item against data from the party profile and its child records. You can validate against multiple object records at a time. - Validate the Risk Assessment Status
When an applicant's KYC documents are approved, the Party Profile record's stage is updated to Risk Assessment. - 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.
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