Complete these setup tasks in order before specialists work Repossession records. Turn on the feature, assign permission sets, and configure the decision table, milestones, and record pages.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
Complete this setup in Automotive Cloud before specialists work Repossession records. Setup turns on the feature and its components, grants the permissions specialists and reviewers need, defines the notice rules that drive compliance milestones, and adds the components that surface milestones and timelines on the records people work.
Note To use Collection Plans and the built-in guided experience, also enable Collections and
Recovery and assign its permission sets. See Collections and Recovery in Salesforce.
Setup tasks, in order
- Review the features to turn on and the permission sets to assign. See Prerequisites for Repossession Management and Permissions for Repossession Management.
- Enable Repossession Management and its components, and assign persona permission sets. See Enable Repossession Management in Automotive Cloud.
- Configure notice rules in the Repossession Notice Rule Eligibility decision table. See Configure Repossession Notice Rules.
- Add Milestone Type values on the Collection Plan Milestone object. See Add Milestone Type Values for Collection Plan Milestones.
- Assign icons to the Collection Plan milestone types. See Assign Icons to Collection Plan Milestone Types.
- Add the Milestone component to the Collection Plan record page, and activate the milestone-creation, record-alert, and milestone-expiry flows for repossession notices. See Add the Milestone Component to the Collection Plan Record Page, Activate the Milestone Creation and Record Alert Flows for Repossession Notices, and Activate the Milestone Expiry Flows for Repossession Notices.
- Activate the Promise-to-Pay hold flow and the approval submission flow for Repossession Items, then add timelines to the repossession record pages. See Activate the Promise-to-Pay Hold Flow for Repossession Items, Activate the Approval Submission Flow for Repossession Items, and Add a Timeline to a Repossession Record Page.
- Add the Repossession Assessment Panel to the Repossession record page, and set its common and item-level filters to your assessment templates. See Add the Assessments Component to the Repossession Record Page.
- Prerequisites for Repossession Management
Review the features you must enable and the permissions you must assign to use Repossession Management. - Enable Repossession Management in Automotive Cloud
Turn on Repossession Management so users can work Repossession and Repossession Item records. - Permissions for Repossession Management
Assign the Industries Repossession Management permission set to every user for baseline access, then clone it and enable a system permission for each repossession persona. - Configure Repossession Notice Rules
Define your organization's notice requirements as rows in the Repossession Notice Rule Eligibility decision table so the compliance framework can determine which notices a repossession requires. - Add Milestone Type Values for Collection Plan Milestones
Add picklist values on the Milestone Type field before you can assign icons or let compliance automation create milestones. - Assign Icons to Collection Plan Milestone Types
Assign an icon to each Collection Plan milestone type so notice milestones are recognizable on the collection plan. - Add the Milestone Component to the Collection Plan Record Page
Give specialists an at-a-glance view of repossession-notice milestones directly on the Collection Plan. - Activate the Milestone Creation and Record Alert Flows for Repossession Notices
Clone and activate the reference flows that create Collection Plan and Financial Account Milestones from repossession notice logs, and that alert on missing notices. - Activate the Milestone Expiry Flows for Repossession Notices
Clone and activate the reference flows that automatically expire Collection Plan Milestones and Financial Account Milestones, and set the expiry offset for your business. - Activate the Promise-to-Pay Hold Flow for Repossession Items
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. - Activate the Approval Submission Flow for Repossession Items
Clone the reference flow that submits repossession items for approval, and wire it into an approval process so managers can review and decide on repossession requests. - Add a Timeline to a Repossession Record Page
Add the matching timeline configuration to each record page. The Repossession timeline and the Repossession Item timeline show different information. - Add the Assessments Component to the Repossession Record Page
Give specialists the panel where they add and complete pre-repossession assessments, and point it at the assessment templates that apply to the whole Repossession and to each vehicle.