Capture the legal, financial, and title checks a Repossession needs before manager approval, applied to the whole Repossession or to specific vehicles.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To add assessments: | Industries Assessment |
- On the Repossession record, click Add Assessments.
- Optionally enter an assessment name.
- Select a Type and Sub-Type.
- Click Search.
- In the results, select one or more templates, and click Next.
- Choose what each assessment applies to. To assess the whole Repossession, select the Repossession checkbox. These are common assessments. To assess specific vehicles, select one or more repossession items.
- Click Submit.
Salesforce creates an assessment for each template and target you selected, each with a status of In Progress. Complete the assessments, and then submit the Repossession for manager review. See Review and Approve a Repossession Request.