Setup and Configuration for Call Compliance Checks
Collections specialists can make informed decisions about contacting borrowers by using
call compliance checks. Turn on Financial Account Management Standard Objects, and Context
Definitions.
Create and Configure an External Client App Create an external client app that enables a compliance application to integrate with Salesforce by using the relevant API. External client apps provide single sign-on (SSO) and use OAuth protocols to authorize third-party apps.
Create and Configure Integration Definitions and Named Credentials To connect Salesforce with an external system, create integration definitions. APIs work with the integration definitions to perform operations in both Salesforce and the external system. Link the prebuilt APEX class to the integration definition.
Customize Lightning Pages to View Compliance Check Information To show the outbound call compliance details for the borrowers associated with the collection plan, add the CallComplianceDetailsForBorrowers component to the collection plan record page.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
