Loading
Automotive Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Payment Due Date Modification

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automotive Cloud

            Payment Due Date Modification

            Modify the due date for recurring loan or lease payments on behalf of customers by creating a service process request using Unified Catalog. Capture the new terms for loan or lease payments and check a customer’s eligibility for the due date modification request. If eligible, create and track a case for the request.

            Required Editions

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

            Before you enable the features as an admin, make sure you have the Automotive Foundation User permission set and Vehicle and Asset Finance Foundation permission set assigned to yourself and you have the System Administrator profile.

            Enable Features and Assign Permissions to Users

            1. Enable these features.
              • Setup> Feature Settings>Automotive
              • Setup> Feature Settings>Manufacturing>Vehicle and Asset Finance
            2. Assign these permission sets to users.
              • Automotive Foundation User
              • Industry Service Excellence
              • Omnistudio User
              • Unified Catalog Admin
              • Vehicle and Asset Finance Foundation

            Update Field-Level Security for Case Object

            1. In Setup, in the Quick Find box, enter Profiles, then click Profiles.
            2. Click on the relevant profile.
            3. In Field-Level Security, click View for the Case object.
            4. Click Edit.
            5. Select Read Access and Edit Access for Business Hours.
            6. Save your changes.

            Install the Service Process Template

            Install and deploy the Unified Catalog template for Payment Due Date Modification.

            1. From App Launcher, search and select Unified Catalog.
            2. Go to the Home tab.
            3. Click Templates.
            4. Search for and select Payment Due Date Modification.
            5. Install the template.
              A Product2 record is created. Copy the ID of the Product2 record from the URL. For example, 01tLT00000Avq2XYAR.

            Update the Intake Omniscript

            Enable the OmniStudio Metadata setting. For more information, see Enable OmniStudio Metadata API Support.

            Update the AssetFinance_PaymentDueDateModification Omniscript with the product ID of your service process.

            1. From the App Launcher, find and select Omniscripts.
            2. Select AssetFinance_PaymentDueDateModification.
            3. Click New Version.
            4. In the first Set Values component, click Add Element Value.
            5. For Element Name, enter ProductId.
            6. For Value, paste the copied Product2 ID from the Install the Service Process Template task.
            7. Save and activate your Omniscript version.

            Enable Integrations and Create Integration Definitions

            1. Connect to MuleSoft.
            2. Enable Integrations.
              1. In Setup, find and select MuleSoft Direct.
              2. On the Integrations Setup page, in the Available Assets area, from the list of available integrations, go to Auto Service Process and then click Enable.
              3. Enter a display name for the integration.
                A display name is how you want the enabled integration instance to be referenced in a Salesforce org.
              4. Enter the application name.
                Make sure that the app name is unique to your MuleSoft instance.
              5. Select the business group that you want to enable the integration for.
              6. Select the environment where you want to enable the integration.
              7. Select the deployment target where you want to deploy the integration.
              8. Click Next.
              9. Select None.
              10. Click Submit.

                After submission, it takes some time to create the integration for Auto Service Process. After the instance is created, copy the named credential.

            3. Create integration definitions for payment due date modification eligibility and enrollment.
              1. From Setup, in the Quick Find box, enter Integration Definitions, and then select Integration Definitions.
              2. Click + New.
              3. Select Apex Defined as the integration definition type.
              4. For Name and Developer Name, enter AssetFinPymtTermModEligibility.
              5. Find and select the AutoFinSvcProc.AssetFinPymtTermModEligibility.apex Apex class.
              6. Enter the attribute name and attribute value for the named credential created in step 2.
              7. Save and activate the definition.
              8. Create a second integration definition with the above settings.
              9. Select Apex Defined as the integration definition type.
              10. For Name and Developer Name, enter AutoFinclSrvcsPymtDueDtModEnrl.
              11. Find and select the AutoFinSvcProc.AutoFinclSrvcsPymtDueDtModEnrlIntegPrvd Apex class.

            Update the Page Layouts with the Source System ID Field

            1. In Setup click Object Manager.
            2. In the search box, enter and select Financial Account.
            3. Click Page Layouts and select Financial Account Layout.
            4. In the Quick Find box, enter Source System ID.
            5. Drag the Source System ID field to the Information pane.
            6. Save your changes.
            7. From the App Launcher, select Finance Console for Automotive.
            8. From the Finance Console for Automotive app menu, click Financial Accounts.
            9. Select a Financial Account.
            10. Update the Source System ID field with your information.

            Configure Action Launcher

            1. From Setup, in the Quick Find box, enter Action Launcher, and then select Deployments.
              If you can't see Action Launcher, contact your Salesforce admin to get the Industries Service Excellence permission set.
            2. Click New Deployment.
            3. Click Next.
            4. Enter a label and an API name for the deployment.
            5. In Guidance to Show, select Omniscripts.
            6. Click Next.
            7. Move Account from Available Objects to Selected Objects.
            8. Click Next.
            9. In Select actions to add, select the AssetFinance_PaymentDueDateModification action.
            10. Click Next.
            11. In Select Frequently Used Actions, add the Action API Name AssetFinance_PaymentDueDateModification Omniscript.
            12. Save your changes.

            Enable Person Accounts and Set Up Required Records

            1. Enable person accounts.
            2. Set up Financial Accounts, Financial Account Parties, Financial Account Party Financial Assets, Asset and Vehicle titles.
              Make sure the financial account records have values for the Payment Due Date, Amount Due, Amount Past Due, and Maturity Date fields.

            Update Flows

            1. Update the Send Email On Payment Terms Modification flow.
              1. In Setup, in the Quick Find box, search for Flows, and then click Flows.
              2. Open the Send Email On Payment Terms Modification flow and click Save As New Flow.
              3. Enter a flow label and API name.
              4. Open the Set Which Attribute? Decision element.
              5. Add another outcome for Account Id by clicking the + icon.
              6. Enter Account ID for the Outcome Label and IsAccountId for the Outcome API name.
              7. For Resource, search and select Attribute Label.
                Click Expand Search if nothing shows up on searching.
              8. For Value, enter Account Id.
              9. Click New Resource from Toolbox.
              10. For Resource Type, select Variable.
              11. For API Name, enter AccountId.
              12. For Data Type, select Text.
              13. For the Account Id branch under the Set Which Attribute element, add an Assignment element.
              14. Enter Set Account ID for the Label and SetAccountId for the API name.
              15. For Variable, enter the AccountId variable created in step i.
              16. For Value, enter Text Value.
                Click Expand Search if nothing shows up on searching.
              17. Add a Get Records element after the assignment element.
              18. Enter Get Account ID for the Label and GetAccountId for the API name.
              19. For Object, enter Account.
              20. For Field, search and select Account ID.
              21. For Value, search and select the AccountId variable.
              22. Select Choose fields and assign variables (advanced) and select In separate variables.
              23. Add two fields and enter these details.
                Field Variable
                LastName AccountName
                PersonEmail accountEmail
              24. Save your changes.
              25. Activate the flow.
            2. Update the Process Payment Due Date Modification Request flow orchestration.
              1. In Setup, in the Quick Find box, search for Flows, and then click Flows.
              2. Open Process Payment Due Date Modification Request.
              3. Open the Send Email On Payment Due Date Modification Case Creation step of the Process Payment Due Date Modification Notification stage.
              4. For Action, enter the updated flow from step 1.
                When adding the new flow, you may encounter a reference error. To resolve this, select Included for the accountEmail variable in the Update Payment Due Date Modification Case Record step of the Process Payment Due Date Modification Case stage. After successfully adding the updated flow, re-establish the reference to accountEmail by selecting the Included toggle and adding {!SendEmailOnPaymentDueDateModificationCaseCreation.Outputs.accountEmail} as the value.
              5. In the Start element, click Edit.
              6. In the Formula field, enter {!$Record.SvcCatalogItemDefinition.DeveloperName}='PaymentDueDateModification' || {!$Record.Product.Id} = '<>'.
                Paste the copied ID of the Product2 record from the URL in the Install the Service Process Template task within the <> in the formula.
              7. Save your changes.
              8. Activate the flow orchestrator.

            Add Components to Record Pages

            1. Add the Action Launcher component to the Account Page.
              1. In Setup, click Object Manager.
              2. In the Quick Find box, enter Account, and then select Account.
              3. Click Lightning Record Pages and select Account Record Page.
              4. Click Edit.
              5. On the Components tab, add Action Launcher to the record page.
              6. In the properties pane, in the Action Launcher Deployment, select Unified Catalog.
              7. Save and activate your changes.
            2. Add the ECM Service Catalogue Attributes component to the Case Page.
              1. In Setup, click Object Manager.
              2. In the Quick Find box, enter Case, and then select Case.
              3. Click Lightning Record Pages and select Case Record Page.
              4. Click Edit.
              5. On the Components tab, add ECM Service Catalogue Attributes to the record page.
              6. Save your changes.

            Activate the Service Process Template

            Activate the Unified Catalog template for Payment Due Date Modification installed above.

            1. From App Launcher, search for and select Unified Catalog.
            2. From the navigation menu, select Products.
            3. Open Payment Due Date Modification.
            4. Click Next until you reach the Intake Form tab, and attach the cloned AssetFinance_PaymentDueDateModification Omniscript.
            5. Click Next and attach the cloned flow orchestrator in the Fulfillment Flow tab.
            6. Save your changes.
            7. Click Activate.

            Submit a Payment Due Date Modification Request

            1. On the customer’s Person Account record page, in Action Launcher, select the action for payment due date modification.
            2. Select a financial account.
            3. Select a new due date.
            4. After the eligibility check is successful, click on the confirmation check-box, and click Next.
              A case is created in Salesforce for the submitted request.
            5. Review the details of the request on the case record page.
              After the enrollment is successful, the case will be closed automatically.
             
            Loading
            Salesforce Help | Article