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            Activate Integration Procedures and Omniscripts

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            3. Financial Services Cloud Admin Guide

            Activate Integration Procedures and Omniscripts

            View the integration procedures and Omniscripts, then activate them to use them.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To enable Discovery Framework:

            Omnistudio Admin permission set

            AND

            Read and Edit permission on Discovery Framework objects

            To activate integration procedures and Omniscripts, you must have the permission sets to use Omnistudio.

            Note
            Note You can deploy the Client Fact Finding Sample template only one time. To retain the original components, we recommend that you create new versions or clones of Omnistudio components before modifying them.
            1. From the App Launcher, find and select Omnistudio.
            2. From the app navigation menu, select Omnistudio Integration Procedures.
            3. Activate FSCFactFinding/ScoreQuestionnaire.
            4. Similarly, activate FFSCFactFinding/UpdateAssessmentQuestionResponse.
            5. From the app navigation menu, select Omniscript.
            6. Activate FSC/ReviewSummary.
            7. Similarly, activate FSC/FactFindingQuestionnaire.
             
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