Clone and activate the reference flow that automatically places a repossession item on hold when a promise to pay is created against its collection plan.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To clone and activate the flow: | Customize Application |
Salesforce ships Create Repo Hold on PTP as an inactive reference flow. When a Payment Schedule's type is updated to Promise to Pay, the flow finds the associated Repossessions and Repossession Items through the referenced Collection Plan or Financial Account. It then creates a Repossession Item Processing Hold for each item that isn't already on hold.
- From Setup, in the Quick Find box, enter Flows, and then select Flows.
- Open Create Repo Hold on PTP.
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Clone the flow.
Salesforce ships it as an inactive reference flow, so you activate your own copy rather than the shipped version.
- Save and activate your cloned flow.
Creating a promise to pay against a collection plan automatically creates a Repossession Item Processing Hold on each repossession item that isn't already on hold.