Discovery Framework is the appropriate capability when onboarding inefficiency is caused by manual questionnaire-driven information collection and the organization must validate captured information according to business or compliance policies.
Salesforce describes Discovery Framework as the Financial Services capability for creating and managing assessment questions, surfacing digital assessments, and collecting information during customer onboarding. It can be combined with Know Your Customer data structures and other onboarding components to support structured, compliant customer intake.
Its data model allows users to collect and validate customer information in compliance with organizational policies. Discovery Framework is positioned for needs analysis, digital onboarding, and questionnaire-driven information collection. OmniStudio provides the guided digital forms, while assessment questions provide reusable, governed questionnaire content. This replaces manual forms and inconsistent data-entry practices with a controlled digital process.
Document tracking is handled through dedicated document-management capabilities such as Document Checklist Items, while Action Plans are primarily designed to orchestrate repeatable engagement tasks, owners, deadlines, and related process work. These features can complement Discovery Framework in a complete onboarding implementation, but they address different concerns.
For the problem stated—manual questionnaires, inefficient customer-data collection, and the need to comply with company policies—Discovery Framework directly addresses the primary onboarding deficiency.
