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
            Map Applicant and Partner Visible Stages for Vehicle and Asset Lending

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automotive Cloud

            Map Applicant and Partner Visible Stages for Vehicle and Asset Lending

            Create a decision matrix to map the Partner Visible status and Applicant Visible status fields to the Stage field on Application Form Product. The status of an application as visible to the applicants and the dealers can be different from the overall stage of the application. For example, when an application is in the underwriter approved stage, you may want the dealer to view the status as lender approved, and the applicant to see the status as approved.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create a decision matrix: Rule Designer Admin permission set

            Enable Business Rules Engine in your org.

            1. From the App Launcher, find and select Lookup Tables.
            2. Click New.
            3. Select Decision Matrix, and then click Next.
            4. Enter a name.
              For example, enter AFPStage_To_AVS_PVS as the name.
            5. Select Standard as the type.
            6. Save your changes.
            7. Go to the Related tab.
            8. On the Decision Matrix Versions tab, select the AFPStage_To_AVS_PVS V1 version.
            9. Click Add Column and provide these values.
              1. For Column Header, enter ApplicationFormProductStage.
              2. For Type, select Input.
              3. For Data Type, select Text.
            10. Click Add Column and provide these values.
              1. For Column Header, enter ApplicantVisibleStatus.
              2. For Type, select Output.
              3. For Data Type, select Text.
            11. Click Add Column and provide these values.
              1. For Column Header, enter PartnerVisibleStatus.
              2. For Type, select Output.
              3. For Data Type, select Text.
            12. Click Done.
            13. Save your changes.
            14. Click Add Row.
            15. Enter the details as provided in the table.
              ApplicationFormProductStage ApplicantVisibleStatus PartnerVisibleStatus
              Auto Approved Approved Lender Approved
              Auto Rejected Rejected Lender Rejected
              Awaiting Signature Awaiting Signature Awaiting Signature
              Book to Core Loan Booked Loan Booked
              Contract Generation Contract Generation Contract Generation
              Contract in review Contract in review Contract in review
              Customer Approved Approved Approved
              Customer Rejected Rejected Rejected
              In Review In Review Submitted for review
              Need More Info Need More Info Need More Info
              Signature Complete Signature Complete Signature Complete
              Submitted Submitted Submitted for review
              Underwriter Approved Approved Lender Approved
              Underwriter Rejected Rejected Lender Rejected
            16. Save your changes.
            17. Click Activate.
             
            Loading
            Salesforce Help | Article