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            Set Up Funding Workbench for Users

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            Set Up Funding Workbench for Users

            Set up components for enabling and accessing the capabilities of Funding Workbench for your financial managers and funding analyst users.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions.

            Permissions and Features

            • Before you enable the features as an admin, make sure you have the Automotive Foundation User permission set assigned to yourself and you have the System Administrator profile. Clone the Vehicle and Asset Lending permission set, select the 'Digital Lending Admin User' and assign it to yourself.
            1. Enable the Funding Workbench feature. See Enable Features for Vehicle and Asset Lending.
            2. Assign the required permissions to your users, such as financial managers who need to set up the Funding Workbench Console for funding analysts and dealers, and funding analysts. See Permissions for Vehicle and Asset Lending.

            Define Document Structures

            1. Create document categories.
              1. From Setup, in the Quick Find box, enter Document Category, and then select Document Category.
              2. Click New Document Category.
              3. Enter a label for the document category.
                For example, Proof of Address.
              4. The API name is automatically filled based on the label and can be customized.
                Make sure that each document category has a unique API name.
              5. Enter a description for the document category.
              6. Save your changes.
              7. Repeat the steps to create other categories.
            2. Create document types.
              1. From Setup, in the Quick Find box, enter Document Type, and then select Document Type.
              2. Click New Document Type.
              3. Enter a label for the document type.
                For example, National Identity Card.
              4. The API name is automatically filled based on the label and can be customized.
                Make sure that each document category has a unique API name.
              5. Make sure that the Is Active checkbox is selected.
              6. Enter a description for the document type.
              7. Save your changes.
              8. Repeat the steps to create other types.
            3. Create Document Category Document Types to link Document Types to Document Categories and establish relationships.
              1. From Setup, in the Quick Find box, enter Document Category, and then select Document Category Document Type.
              2. Click New Document Category Document Type.
              3. Enter a label.
                The API name is automatically filled based on the label and can be customized.
              4. Enter a Document Category.
              5. Enter a Document Type to link it to.
              6. Save your changes.

            Customize Document Decision Requirements

            1. Create custom fields on the Document Decision Requirement object to define conditions for uploading documents. For example, Product ID or Account ID.
            2. Similarly, create a custom field on the Document Decision Requirement object to associate Application Action Items with specific Document Category and Document Type. For example, Task Name.
            3. Create Document Decision Requirement records. For example, for the Acme account, a NeoGen product would require a document category of Income Proof or a Document Type of Joining Letter.
              1. From App Launcher, search for and select Document Decision Requirements.
              2. Click New.
              3. Enter a name.
              4. Enter a document category or a document type.
              5. Select a product and the relevant account.
              6. Select a task name.
              7. Enter other details as required.
              8. Save your changes.

            Create Decision Tables

            1. From the App Launcher, find and select Lookup Tables.
            2. Click New.
            3. Select Decision Table, and then click Next.
            4. Enter a name.
              The API name is automatically filled based on the name and can be customized.
            5. For Decision Table Type, select Advanced.
            6. Click Create Decision Table.
            7. Click Save & Next.
            8. Select Salesforce Object as the source.
            9. For Source Object, select Document Decision Requirement.
            10. For Source Object Fields, select the custom fields created in step 1 of the Customize Document Decision Requirements section above.
            11. Select condition type as All conditions are met (AND).
            12. For Source Object Field, select DocumentReferenceObjectId in the Results section.
            13. Click Save & Next.
            14. For Filter Result by, select Output Order.
            15. Click Save & Next.
            16. Preview the decision table and click Finish.
            17. Activate the decision table.
            18. Similarly, create another decision table to determine the tasks assigned to users, with the same steps but for the source object fields, select the custom field created in step 2 of the Customize Document Decision Requirements section above.

            Update the Create Review Tasks for Lending Flow

            1. From Setup, search for and select Flows.
            2. Select Create Review Tasks for Lending.
            3. Click Save as New Version.
            4. In the new version, for the Initialize Action Item Owner Variables assignment element, for the OwnerPlaceholder variable, select the Value as the user to whom the action item is to be assigned.
              Alternatively, you can create a custom decision table to dynamically determine the user based on the task name.
            5. After the Create application Action Item step, add an Action element.
            6. For the action, select the decision table created in the previous section.
            7. Under Set Input Values, select Included for the custom field created in step 2 of the Customize Document Decision Requirements section, such as Task Name.
            8. Select the value for the field as Fulfillment Step Name from Get Fulfillment Step.
            9. In the Initialize Document Decision Requirement Collection assignment element, enter the value of the Document Decisions Requirements variable as the outcome list of your decision table from the action element added in the previous step.

            Update Integration Procedure

            1. From the App Launcher, find and select Integration Procedures.
            2. Open FundingWorkbench_GetDocumentListData.
            3. From the dropdown, click Create Version.
            4. Modify the input parameters of the FetchAccountAndProductFromAFP data mapper to fetch the necessary fields for your Decision Table as required.
            5. In the setDTInput step, click Edit as JSON, and enter the required field values to provide the correct input to the first Decision Table created in the Create Decision Tables section.
            6. In the FetchValuesFromDT step, update the Decision Table ID to link to the Decision Table created in the section above.
            7. Save your changes.
            8. Activate the version.

            Set Up Stage Management

            1. Set up stage picklist values.
              1. From Setup, go to Object Manager.
              2. Select Application Form Product.
              3. Select Fields and Relationships.
              4. Select Stage.
              5. Under Stage Picklist Values, click New.
              6. Enter these values and save your changes.
              • Funding Approved
              • Contract Submitted
              • Contract In Review
              • Funding Rejected
            2. Enable Paths.
              1. In Setup, search for and select Path Settings.
              2. Click Enable.
              3. Click New Path.
              4. Enter a name and API name.
              5. For object, select Application Form Product.
              6. For picklist, select Stage.
              7. Click Next.
              8. Click Next again.
              9. Select Activate Your Path.
              10. Click Finish.
            3. Create stage definitions.
              1. In Setup, search for and select Stage Definitions.
              2. Click New.
              3. Select New and click Next.
              4. Enter a name and API name.
              5. For reference object, select Application Form Product.
              6. For reference object field, select Stage.
              7. Save your changes.
              8. In the new stage definitions, from the stages select Signature Complete.
              9. Click +Add Stage Transition.
              10. For transition to, select Contract Submitted.
              11. Click Add.
              12. Click Add Stage Transition Rules.
              13. Select Add Step Definitions and click Add.
              14. Click Add.
              15. Enter a name and API name.
                Make sure this name matches the task name defined in your decision table.
              16. For step type, select Autolaunched Flow.
              17. For flow definition name, select the version of the Create Review Tasks for Lending flow that you created in the previous section.
            4. Create stage definition assignments.
              1. In Setup, search for and select Stage Definitions.
              2. Click Stage Definition Assignments.
              3. Click New.
              4. Enter a name and API name.
              5. For stage definition, select the stage definition you created in the previous step.
              6. Save your changes.
              7. From the dropdown, select Activate.
            5. Optionally, create a record-triggered flow to automatically trigger stage management when an action item is marked as completed.
              1. In Setup, search for and select Flows.
              2. Click New.
              3. Select Record-Trigerred Flow.
              4. For object, select Application Action Item.
              5. For Configure Trigger, select A record is updated.
              6. For Condition Requirements, select All Conditions Are Met (AND).
              7. For the conditions, select the field as Type, operator as Equals, and value as Upload.
                Make sure the picklist value for Upload is configured for the Type field on the Application Action Item object.
              8. Add a condition, select the field as Status, operator as Equals, and value as Closed.
              9. Add an Update Records element.
              10. Enter a name and API name.
              11. For How to Find Records to Update and Set Their Values, select Specify conditions to identify records, and set fields individually.
              12. For object, select Application Form Product.
              13. For the conditions, select the field as Application Form Product ID, operator as Equals, and Value as the Related Record ID of the triggering Application Action Item.
              14. Under Set Field Values for the Application Form Product Records, select the field as Stage and the value as Contract Submitted.
              15. Save your flow and enter a flow label and API name.
              16. Activate your flow.

            Enable the Chatter Component

            1. In Setup, search for and select Feed Tracking.
            2. Select the Application Form Product object.
            3. Select Enable Feed Tracking.
            4. Select the fields you want to track. For example, Stage.
            5. Save your changes.
            6. From the App Launcher, search for and select Funding Workbench.
            7. From the navigation menu, select Application Form Products and open a record.
            8. From the Setup menu, select Edit Page.
            9. From the components panel, drag and drop the chatter component onto the page.
            10. Save and activate your changes.

            Set Up the Timelines Component

            1. Set up a timeline configuration to view the order of interactions for an application form product. See Set Up a Timeline in Salesforce.
            2. Edit the application form product record page to configure your timeline for the funding workbench console. See Add Timeline to a Record Page.

            Set Up an Approval Workflow

            Create an approval process for contract funding as per your requirements. See Create Approval Processes.
             
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