Log each repossession notice you send so you have a compliant record of what went out and when.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To create or edit a Repossession Notice Log: | Industries Repossession Management, cloned with the Repossession Compliance Administrator system permission enabled |
To create or edit a Repossession Notice Log, you need the Repossession Compliance Administrator system permission, enabled on a clone of the Industries Repossession Management permission set. Before you create a repossession notice log, configure the repossession notice rules. See Configure Repossession Notice Rules. Salesforce doesn't send the notice. You send it through your own delivery channel.
- Send the notice through your own delivery channel.
-
From the App Launcher, open Repossession Notice Logs, and then click
New.
Note There's no Repossession Notice Logs related list on the Collection Plan or Financial Account. So create the log from the Repossession Notice Logs tab, or from the Repossession Notice Logs related list on the related Repossession Notice Rule record. -
On the New Repossession Notice Log form, set the Related Item to the Collection Plan or
Financial Account, and select the Repossession Notice Rule the notice satisfies.
The Repossession Notice Rule is required in practice. The milestone-creation flow fires only when it's populated, and the rule ties the log to the notice requirement it satisfies.
- Select the Notice Type that matches the rule, and enter the Recipient, Delivery Channel, Delivery Status, and delivery confirmation timestamp.
- Save the record.
The log is available for the compliance framework to match when a Repossession is created. See Repossession Compliance Framework in Automotive Cloud.
Note Saving the log also drives milestone automation directly. If the log has a Repossession
Notice Rule selected, saving it immediately triggers the milestone-creation flow. The flow
calculates the milestone expiration deadline as the log's creation date plus the matched rule's
expiration days. It then creates the corresponding Collection Plan Milestone or Financial Account
Milestone. If you save the log without selecting a rule, no milestone is created and the
expiration timer never starts. This automation runs only after you clone and activate the
reference milestone-creation flow, so activate it during setup. See Activate the Milestone Creation and
Record Alert Flows for Repossession Notices.
Note Delivery Channel and Delivery Status on the notice log are dynamic picklists—add the values
your business uses before creating logs. Also make sure every Notice Type value has a matching
Milestone Type value on Collection Plan Milestone (and Financial Account Milestone). If it
doesn't, saving the log fails with an INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST error when the
milestone-creation flow runs.