Salesforce 조직에서 샘플 온보딩 앱을 활성화하려면 샘플 온보딩 응용 프로그램 템플릿 설정을 활성화합니다. 이 설정을 활성화하면 신청인 온보딩에 필요한 개체 및 플로에 액세스할 수 있습니다.
필수 Edition
지원 제품: Financial Services Cloud가 활성화된 Professional, Enterprise 및 Unlimited Edition의 Lightning Experience
필요한 사용자 권한
샘플 온보딩 응용 프로그램 템플릿 활성화:
Financial Services Cloud 확장 또는 FSC 세일즈
AND
응용 프로그램 사용자 정의
설정에서 빠른 찾기 상자에 일반 설정을 입력한 다음, Financial Services Cloud 아래에서 일반 설정을 선택합니다.
샘플 온보딩 응용 프로그램 템플릿을 설정합니다.
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