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            Add Product Details to the Application Form

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

            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.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled
            User Permissions Needed
            To add products: Financial Services Cloud Extension OR FSC Sales
            1. From the App Launcher, find and select Onboarding.
            2. Click the Opportunities tab.
            3. Click the opportunity record that was created when you converted the lead to an opportunity.
            4. From the Related component, click the application form record that’s related to the opportunity.
            5. On the Work Guide component, search for and select the product.
            6. Review the applicant details and click Next.
            7. To add applicants to the application form, select Add Additional Applicants and click Next.
              1. Provide applicant details.
              2. If the applicant is an existing customer, select Yes, and then select the account that’s related to the customer and click Next.
              3. If the applicant isn’t an existing customer, select No and click Next.
                Provide details for the additional applicant.
            8. Click Finish.

            When you click Finish, the app calls a flow that creates three records, an applicant record, an assessment record, and a Party Profile record. The flow creates a party profile record for the applicant if there’s no existing active party profile record.

            The applicant record stores information about the individual or group being onboarded. The party profile record stores information about the profile of a party and is used for identity verification and risk assessment purposes. The assessment record stores the applicant assessment information .

             
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