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          Update Omnistudio Components to use Salesforce Pricing for Digital Lending

          Update Omnistudio Components to use Salesforce Pricing for Digital Lending

          The Omnistudio components use Product Configurator by default. To use Salesforce Pricing, update DigitalLendingApplicantIntake and DigitalLendingApplicantIntakeSecured Omniscripts to call the DigitalLendingViewOffer Omniscript, and update the DigitalLendingConfirmOffer and DigitalLendingConfirmOfferAAE Flexcards to call DigitalLending_PricingEngineFinalOffer Integration Procedure.

          Required Editions

          Available in: Lightning Experience

          Available in: Professional, Enterprise, and Unlimited Editions

          User Permissions Needed
          To set up Digital Lending: Digital Lending permission set
          To create, read, update, and delete all design time pricing objects: Salesforce Pricing Design Time
          To grant read access for all run-time pricing features: Salesforce Pricing Run Time
          To use Salesforce Pricing: Salesforce Pricing preference
          To use Business Rules Engine: Rule Engine Designer
          To run the Business Rules Engine: Rule Engine User
          1. Update DigitalLendingApplicantIntake and DigitalLendingApplicantIntakeSecured Omniscripts.
            1. From App Launcher, select Omnistudio, and then select OmniScripts.
            2. Click the DigitalLendingApplicantIntake Omniscript.
            3. Click New Version.
            4. On the new version, click Edit.
            5. Enter a name and save your changes.
            6. Delete the DigitalLendingOfferConfigurator OmniScript component.
            7. Add the DigitalLendingViewOffer Omniscript.
            8. Similarly, complete the steps for DigitalLendingApplicantIntakeSecured Omniscript.
          2. Update the DigitalLendingConfirmOffer and DigitalLendingConfirmOfferAAE Flexcards.
            1. From App Launcher, select Omnistudio, and then select Flexcards.
            2. Click the DigitalLendingConfirmOffer Flexcard.
            3. Click New Version.
            4. On the new version, click Edit.
            5. Enter a name and save your changes.
            6. Delete the DigitalLending_PricingEngineOfferConfiguratorFinalOffer Integration Procedure component.
            7. Add the DigitalLending_PricingEngineFinalOffer Integration Procedure.
            8. Similarly, complete the steps for DigitalLendingConfirmOfferAAE Flexcard.
           
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