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            Application Action Items for Digital Lending

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            Application Action Items for Digital Lending

            Bankers can create an Application Action Item on the Application Form Product record page. The creation of an application action item triggers the Digital Lending: Assign Application Action Item flow that automatically assigns an application action item to another user on the flow orchestration work guide component. The assigned user can be a banker, underwriter, or loan applicant.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions

            Preconfigured Salesforce Flows provide a declarative process automation for your users with point-and-click automation. When the creation of an application action item triggers the flow, the assigned user receives an email notification. The user reviews the action item on the Application Form Product record page work guide component.

            The application action item process contains these flows:

            • Digital Lending: Assign Application Action Item - Allows a flow user to create and assign an application action item.
            • Digital Lending: Evaluate Review Offer Action Item - Allows the user assigned to a new review offer to review the associated application form product proposal record details and approve or reject the offer.
            • Digital Lending: Get Username - Gets the username of an applicant that’s used to assign actions to them.
            • Digital Lending: Review Offer - Get the application form product proposal record details. The user selects to approve or reject the offer.

            See Also

             
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