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            Set Up Funding Workbench for Partners

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            Set Up Funding Workbench for Partners

            Set up components for enabling and accessing the capabilities of Funding Workbench for your partner users.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions.
            1. Enable partner user profile to run decision tables.
              1. In Setup, search for and select Profiles.
              2. Open your partner user's profile, and click Edit.
              3. Under General User Permissions, check Run Decision Tables.
              4. Save your changes.
            2. Clone the Vehicle and Asset Lending for Partners permission set and assign it to the partner user.
              • Edit the cloned permission set and enable object permissions for viewing fields on Document Decision Requirement, Application Form Product, and Application Action Item records.
              • Edit the system permissions and enable Use Funding Workbench for Automotive Finance as Partner user and User license to access the Document Checklist features.
            3. Additionally, assign these permission sets to the partner user.
              • Automotive Foundation for Experience Cloud
              • Omnistudio User
              • Document Checklist
              • Industries Assessment
            4. Set a default picklist value for the status field on the Application Action Item Document Checklist Item object.
              1. In Setup, go to Object Manager.
              2. Search for and select Application Action Item Document Checklist Item.
              3. Go to Fields and Relationships.
              4. Open the Status field.
              5. Under Status Picklist Values, create new picklist values.
              6. Click Edit for one of the values as required and select Make this value the default for the master picklist.
              7. Save your changes.
            5. Set the dynamic picklist values for the type field on the Application Action Item object.
              1. In Setup, go to Object Manager.
              2. Search for and select Application Action Item.
              3. Go to Fields and Relationships.
              4. Open the Type field.
              5. Under Status Picklist Values, create new picklist values with the labels Review and Upload.
              6. Save your changes.
            6. Update sharing settings for Omni Processes.
              1. In Setup, in the quick find box, search for and select Sharing Settings.
              2. Under Sharing Rules, click New for Omni Process Sharing Rules.
              3. Enter the relevant details for your partner users.
              4. Save your changes.
             
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