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Customize Components for Experience Cloud to Rehash Proposals

Modify the Application Form Product page layout and components for the Agent Assisted Application Management app. Dealers can use the predefined page layouts and components in Vehicle and Asset Lending to rehash proposals by using Experience Cloud. If agents at a financial institution want to rehash proposals on behalf of their customers, modify the components in the Agent Assisted Application Management app. You can also modify the record page layout for customers who use the Experience Cloud site to rehash proposals.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To modify a page layout: Customize Application
To customize Omniscripts, Data Mappers, and Flexcards: Omnistudio Admin

After setting up an Experience Cloud site for Vehicle and Asset Lending, make these changes to some of the record page and Omnistudio components for rehashing loan or lease proposals. Otherwise, you can publish a new Experience Cloud site for rehashing.

Make sure to assign the appropriate user permissions to agents for accessing the necessary fields and objects. Also make sure to assign the required permissions to users with the Customer Community Plus license, for accessing the components on the application form product page.

Enable access to Users

  1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
  2. Click Clone for the Vehicle and Asset Lending for Partners.
  3. Enter a name and API label and save your changes.
  4. Open the cloned permission set.
  5. Click Object Settings in the Apps section.
  6. Make sure at least these object permissions are enabled for the following objects. Click on an Object and click Edit.
    Object Name Object Permission
    Accounts Read
    Applicants Read, Create, Edit, Delete
    Application Action Items Read, Edit
    Application Form Participants Inherits Access from Application Form
    Application Form Product Fees Read
    Application Form Product Participants Inherits Access from Application Form Product
    Application Form Product Proposals Read, Create, Edit, Delete
    Application Form Products Read, Create, Edit
    Application Forms Read, Create, Edit
    Application Form Seller Items Read, Create, Edit, Delete
    Party Credit Profiles Read, Create
    Party Profile Participant Inherits Access from Party Profile
    Party Expenses Read, Create, Edit, Delete
    Party Financial Assets Read, Create, Edit, Delete
    Party Incomes Read, Create, Edit, Delete
    Product Fees Read
    Product List Rates Read
  7. Save your changes.
  8. Repeat steps 1 to 6 for the Vehicle and Asset Lending for Customers and Vehicle and Asset Lending for Agents permission sets.

Set Up Omnistudio Components for Agents

  1. Update the AssetLendingSelectedOrRehashedProposals child Flexcard for the AssetLendingAllProposalsContainer Omniscript.
    1. From the App Launcher, find and select OmniStudio.
    2. In the Omnistudio app, from the navigation bar, select Omnistudio Flexcards.
    3. Click AssetLendingSelectedOrRehashedProposals, and select the first version of the procedure.
    4. Click Clone.
    5. Enter a name for the new version, and click Clone.
    6. Open the new version of the Flexcard.
    7. In the Properties section of the Rehash Proposal button, in the Selected dropdown, for Action Type, select Omniscript.
    8. Select the AssetLendingRehashingExperience Omniscript.
    9. In ContextId, select {recordId}.
    10. Save your changes.
    11. Click Activate Version.
  2. Update the AssetLendingCurrentProposalAndRehashAction Flexcard by making the same changes as done to the AssetLendingSelectedOrRehashedProposals Flexcard.
  3. Update the AssetLendingProposalRehashingHeaderDetails Flexcard for the AssetLendingRehashingExperience Omniscript.
    1. From the App Launcher, find and select OmniStudio.
    2. In the Omnistudio app, from the navigation bar, select Omnistudio Flexcards.
    3. Click AssetLendingProposalRehashingHeaderDetails, and select the first version of the procedure.
    4. Click Clone.
    5. Enter a name for the new version, and click Clone.
    6. Open the new version of the Flexcard.
    7. In the Properties section of the Update Application button, in the Action dropdown, for Action Type, select Navigate.
    8. In Record Object API Name, select ApplicationFormProduct.
    9. Save your changes.
    10. Click Activate Version.
  4. Customize the properties of the AssetLendingAppFormProductDocumentItem Flexcard based on your requirements.
    For example, you can change the document links to text.

Set Up Omnistudio Components for Users with the Customer Community Plus License

Update the AssetLendingGetUserTypeforAppFormProduct Data Mapper for the AssetLendingRedirectAppFormProductPage Omniscript.

  1. From the App Launcher, find and select OmniStudio.
  2. In the Omnistudio app, from the navigation bar, select Omnistudio Data Mappers.
  3. Click AssetLendingGetUserTypeforAppFormProduct, and select the first version of the procedure.
  4. Click Clone.
  5. Enter a name for the new version, and save your changes.
  6. Open the new version of the Data Mapper.
  7. In the Formulas section, make sure that UserType is set equal to PowerCustomerSuccess.
    To give access to both partner users and customer users, UserType must be set equal to PowerPartner as well as PowerCustomerSuccess with an OR operator.
  8. Save your changes.
  9. Click Activate.
    Make sure the AssetLendingRedirectAppFormProductPage Omniscript points to the correct version of the AssetLendingGetUserTypeforAppFormProduct Data Mapper.

Set Up Record Page Components for Agents

  1. Open any Application Form Product record, and from its Setup, click Edit Page.
  2. Drag the Tabs component onto the page.
  3. Add a tab to help agents view the details of an application.
    1. In the Tabs component properties, click Add Tab.
    2. Select Application Details as the tab label.
    3. Drag the Flexcard component onto the Application Details tab.
    4. In the Properties panel, select AssetLendingApplicationDetailsForAppFormProduct as the Flexcard name.
    5. Save your changes.
  4. Add a tab to help agents view the details of an applicant.
    1. In the Tabs component properties, click Add Tab.
    2. Select Applicant Details as the tab label.
    3. Drag the Flexcard component onto the Applicant Details tab.
    4. In the Properties panel, select DigitalLendingApplicantDetailCard as the Flexcard name.
    5. Save your changes.
  5. Add a tab to help agents view the list of all loan or lease proposals.
    1. In the Tabs component properties, click Add Tab.
    2. Select Proposals as the tab label.
    3. Drag the Flexcard component onto the Proposals tab.
    4. In the Properties panel, select AssetLendingAllProposalsContainer as the Flexcard name.
    5. Save your changes.
  6. Add a tab to help agents view the documents associated with the application.
    1. In the Tabs component properties, click Add Tab.
    2. Select Custom as the tab label, and enter Loan Documents as the tab name.
    3. Drag the Flexcard component onto the Loan Documents tab.
    4. In the Properties panel, select AssetLendingAppFormProductApplicantDocumentList as the Flexcard name.
    5. Save your changes.
  7. Add a related list that is required by the agents to rehash proposals.
    1. In the Tabs component properties, click Add Tab.
    2. Select Related as the tab label.
    3. Drag the Flexcard component onto the Related tab.
    4. In the Properties panel, select the related list type based on your requirements.
    5. Save your changes.
  8. To render the work guide for reviewing proposals, drag the Flow Orchestration Work Guide component onto the page.
  9. Save your changes, and then click Activate.
  10. From App Default, click Assign as App Default, and select Agent Assisted Application Management.
  11. Click Next.
  12. Save your changes.