The sample onboarding app template includes flows and flow orchestrations that help
automate the onboarding process. When you enable the sample app in your Salesforce org, if the
flows for onboarding aren’t in the active state, clone and activate the new version before you
begin to onboard applicants.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have the Agentforce Financial Services enabled
|
| User Permissions Needed |
| To activate or deactivate a flow: |
Manage Flow |
| To activate an autolaunched flow that has a trigger: |
View All Data |
When you activate a flow version, the previously activated version (if one exists) is
deactivated. Any running flow interview continues to run using the version that it started with.
-
Open the flow version in Flow Builder.
-
Click Activate.
- Flows Provided to Onboard Applicants
The flows provided to onboard applicants are in the fsc_onboarding namespace. When you turn on the Sample Onboarding Application Template setting in your Salesforce org, the record-triggered flows aren’t in the active state. To initiate the onboarding process, you must activate the flows.
