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
Update DigitalLendingApplicantIntake and DigitalLendingApplicantIntakeSecured
Omniscripts.
From App Launcher, select Omnistudio, and then select
OmniScripts.
Click the DigitalLendingApplicantIntake Omniscript.
Click New Version.
On the new version, click Edit.
Enter a name and save your changes.
Delete the DigitalLendingOfferConfigurator OmniScript component.
Add the DigitalLendingViewOffer Omniscript.
Similarly, complete the steps for DigitalLendingApplicantIntakeSecured Omniscript.
Update the DigitalLendingConfirmOffer and DigitalLendingConfirmOfferAAE Flexcards.
From App Launcher, select Omnistudio, and then select
Flexcards.
Click the DigitalLendingConfirmOffer Flexcard.
Click New Version.
On the new version, click Edit.
Enter a name and save your changes.
Delete the DigitalLending_PricingEngineOfferConfiguratorFinalOffer Integration Procedure
component.
Add the DigitalLending_PricingEngineFinalOffer Integration Procedure.
Similarly, complete the steps for DigitalLendingConfirmOfferAAE Flexcard.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
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.