Prospect-to-client system flow from lead to onboarded client
Key Takeaway
Converting a lead to an opportunity starts onboarding: the included record-triggered flow creates the application form, Applicant, Party Profile and Assessment records. After approval, consent through Authorization Form comes before final signatures and opening financial accounts.
The prospect-to-client flow is the path a person or business takes from being a lead to being an approved, verified client with open financial accounts. In Agentforce Financial Services, Integrated Onboarding connects the steps of this path inside Salesforce: intake, verification, risk evaluation, consent and account opening. Because the steps are connected, clients and staff don't repeat the same work across disconnected systems.
The three stages of onboarding
Client onboarding typically follows three stages, in this order:
- Intake: you collect information about the client.
- You verify that information and evaluate the potential client for risk and eligibility.
- If the client is approved, you create new financial accounts.
Onboarding also has to meet regulatory requirements before any account is set up.
Integrated Onboarding is the Agentforce Financial Services feature that modernizes this process. Integrated Onboarding includes self-service options, prefilling forms with data you already have, and personalized assistance. The goals are to onboard clients faster, shorten time-to-revenue and reduce attrition while staying compliant.
Integrated Onboarding supports all types of financial services onboarding. For specialized lending intake and onboarding, add Digital Origination for Lending or Digital Origination-India for Lending.
These onboarding features are part of standard Agentforce Financial Services, not the Financial Services managed package. Salesforce recommends that new users use the standard features and objects.