Streamline Your Customer Onboarding Experience

Give your users access to a prebuilt sample app that streamlines the customer onboarding process. The sample app includes Omniscripts, Flows, Integration Procedures, Omnistudio Data Mappers, and other components that can be deployed to your Salesforce org and customized to meet your unique onboarding needs.

• Integrated Onboarding: See the Big Picture
  Visualize how the prebuilt sample app for Integrated Onboarding streamlines the customer onboarding process.
• Prerequisities for Setting Up Integrated Onboarding
  Before setting up your Salesforce org for integrated onboarding and starting to work with the sample app for onboarding, review these considerations.
• Set Up Integrated Onboarding for Agentforce Financial Services
  Give your users a head start in the onboarding journey. Turn on the Sample Onboarding Application template setting and set up your org to get started with onboarding applicants. The setup includes activating flows, creating products for applicants, deploying the sample OmniScripts, and more.
• 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.
• Troubleshoot Issues During the Onboarding Process
  When an error or exception occurs during the execution of a flow orchestration, the flow is transferred to the Exception Handling stage. A Process Exception record is created and the Flow Orchestration Instance Related Object stage is set to Fix Exceptions.