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            Clone the Omniscript for the Manage Standing Instructions Service Process

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Clone the Omniscript for the Manage Standing Instructions Service Process

            Give your users a guided path for completing the request intake process in the Manage Standing Instructions service process. Use the Omniscript as it is, or customize it to meet your business needs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To activate the Manage Standing Instructions Omniscript: Customize Application
            1. From the App Launcher, find and select Omniscripts.
              Wait a few moments for Omniscripts list view to appear.
            2. Select FSCWlth/ManageStandingInstructionsML.
            3. Click New Version.
            4. Click Activate Version.
             
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