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            Activate Flows to Onboard Applicants

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            3. Financial Services Cloud Admin Guide

            Activate Flows to Onboard Applicants

            The sample onboarding app template includes flows and flow orchestrations that help automate the onboarding process. When you enable the sample app in your Salesforce org, if the flows for onboarding aren’t in the active state, clone and activate the new version before you begin to onboard applicants.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled
            User Permissions Needed
            To activate or deactivate a flow: Manage Flow
            To activate an autolaunched flow that has a trigger: View All Data

            When you activate a flow version, the previously activated version (if one exists) is deactivated. Any running flow interview continues to run using the version that it started with.

            1. Open the flow version in Flow Builder.
            2. Click Activate.
            • Flows Provided to Onboard Applicants
              The flows provided to onboard applicants are in the fsc_onboarding namespace. When you turn on the Sample Onboarding Application Template setting in your Salesforce org, the record-triggered flows aren’t in the active state. To initiate the onboarding process, you must activate the flows.
             
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