--- schema_version: "1" id: 1c77edab81e699ea9f6bf9b16d643d16ba93a976581349626c3bfd98d4dfda00 title: Lease Extension collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_setup_uc_lease_extention.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_setup_uc_lease_extention.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 137cafc0c88d17077c4468beddae762839ae906827701144283910413c631f05 description: Streamline the intake and fulfillment of lease extension requests for Automotive leases by using a prebuilt service process. Service reps can initiate a service process request on behalf of customers by using the Lease Extension template from Unified Catalog. Add a reason for the extension of a customer’s lease, select a new duration, provide insurance details, and upload supporting documents for the lease extension request. Once a request is submitted, the uploaded documents are either approved or rejected for the lease extension. Customers can reupload rejected documents based on the rejection reason provided. products: - Automotive release: "264" --- # Lease Extension Streamline the intake and fulfillment of lease extension requests for Automotive leases by using a prebuilt service process. Service reps can initiate a service process request on behalf of customers by using the Lease Extension template from Unified Catalog. Add a reason for the extension of a customer’s lease, select a new duration, provide insurance details, and upload supporting documents for the lease extension request. Once a request is submitted, the uploaded documents are either approved or rejected for the lease extension. Customers can reupload rejected documents based on the rejection reason provided. ### Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions.

User Permissions Needed
To assign permission sets:	Assign Permission Sets AND View Setup and Configuration

User Permissions Needed

To assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration

Before you enable the features as an admin, make sure you have the Automotive Foundation User permission set and Vehicle and Asset Finance Foundation permission set assigned to yourself and you have the System Administrator profile. - **[Set Up Lease Extension Service Process for External Users](https://help.salesforce.com/s/articleView?id=ind.auto_setup_uc_lease_ext_for_external_users.htm&release=264.0.0&type=5)** Set up the Lease Extension service process for the customer community plus users. Create a user profile, assign the required permissions and set up the Experience Cloud site. ## Enable Features and Assign Permissions to Users 1. Enable these features. - Setup> Feature Settings> Automotive - Setup> Feature Settings> Manufacturing> Vehicle and Asset Finance - Setup> Feature Settings> Manufacturing> Vehicle and Asset Finance> Vehicle and Asset Finance Additional Components - Setup> Feature Settings> Omnistudio Settings> Omnistudio Metadata 2. Assign permission set licenses. 1. From Setup, in the Quick Find box, enter Users, and then select **Users**. 2. Select a user. 3. In the Permission Set Assignments related list, click **Edit Assignments**. 4. Under Available Permission Sets, select **Automotive Foundation User, Omnistudio Admin, Omnistudio User, Industry Service Excellence, Unified Catalog Admin, Unified Catalog Agent, Vehicle and Asset Finance Foundation, Product Catalog Management Viewer, Product Catalog Management Designer, Document Checklist** permission sets, and then click **Add**. 5. Save your changes. ## Enable Integrations and Create Integration Definitions 1. [Connect to MuleSoft](https://help.salesforce.com/s/articleView?id=ind.connect_to_mulesoft_instance.htm&type=5&language=en_US). 2. Enable Integrations. 1. In Setup, find and select **MuleSoft Direct**. 2. On the Integrations Setup page, in the Available Assets area, from the list of available integrations, go to Auto Service Process and then click **Enable**. 3. Enter a display name for the integration. A display name is how you want the enabled integration instance to be referenced in a Salesforce org. 4. Enter the application name. Make sure that the app name is unique to your MuleSoft instance. 5. Select the business group that you want to enable the integration for. 6. Select the environment where you want to enable the integration. 7. Select the deployment target where you want to deploy the integration. 8. Click **Next**. 9. Select **None**. 10. Click **Submit**. After submission, it takes some time to create the integration for Auto Service Process. After the instance is created, copy the named credential. 3. Create integration definitions for external callouts. 1. From Setup, in the Quick Find box, enter Integration Definitions, and then select **Integration Definitions**. 2. Click **\+ New**. 3. Select **Apex Defined** as the integration definition type. 4. For Name and Developer Name, enter AssetFinLeaseExtensionEligibility. 5. Find and select the `industries_asset_finance.AssetFinLeaseExtension` Apex class. 6. Enter the attribute name and attribute value for the named credential created in step 2. 7. Save and activate the definition. 8. Create a second integration definition with the above settings. 9. Select **Apex Defined** as the integration definition type. 10. For Name and Developer Name, enter AutoFinclSrvsLeaseExtnEnrlIntegPrvd. 11. Find and select the `industries_asset_finance.AutoFinclSrvsLeaseExtnEnrlIntegPrvd` Apex class. 12. Save and activate the definition. ## Set Up Required Records 1. [Enable person accounts](https://help.salesforce.com/s/articleView?id=sales.account_person_enable.htm&type=5&language=en_US). Make sure the ID, Last Name, and Email fields are populated for customer accounts. 2. Set up [Financial Account](https://help.salesforce.com/s/articleView?id=ind.auto_financial_accounts.htm&type=5&language=en_US) records linked to the created person accounts. Make sure the Account ID, Financial Account ID, and the Role fields are populated for the lease accounts to show for a customer. The Type field for the financial account should be set to ‘Automotive Lease’. Additionally, make sure the ID, Source System Identifier, Name, Financial Account Number, and Maturity Date fields are populated. It would be good to have the Payment Due Date, Amount Due, and Amount Past Due fields populated as well. 3. Set up [Financial Account Party](https://help.salesforce.com/s/articleView?id=ind.auto_financial_account_parties.htm&type=5&language=en_US) records linked to the created person accounts. 4. Set up [asset](https://help.salesforce.com/s/articleView?id=ind.auto_create_assets.htm&type=5&language=en_US) records. Make sure the ID, Account ID, and Name fields are populated. 5. Set up [vehicle](https://help.salesforce.com/s/articleView?id=ind.auto_vehicle_fields.htm&type=5&language=en_US) records. Make sure the ID, Asset ID, and Vehicle Identification Number fields are populated. It would be good to have the Name and Vehicle Registration Number fields populated as well. 6. Set up [Financial Account Party Financial Assets](https://help.salesforce.com/s/articleView?id=ind.auto_financial_account_assets.htm&language=en_US&type=5) records. Make sure the Type field is set to ‘Collateral’. Additionally, make sure the Financial Account ID and Party Financial Asset ID fields are populated. 7. Set up Party Financial Asset records. Make sure the Party ID, Asset ID, and Usage Type fields are populated. 8. Update the Financial Account Page Layout with the Source System ID Field. 1. In Setup, go to **Object Manager**. 2. In the search box, enter and select Financial Account. 3. Click **Page Layouts** and select **Financial Account Layout**. 4. In the Quick Find box, enter Source System ID. 5. Drag the Source System ID field to the Information pane. 6. Save your changes. ## Prepare your PDF Document Upload a PDF document for notifying customers of the updated details of their lease extension request. 1. From your profile icon, click **Switch to Salesforce Classic**. 2. Click the + icon. 3. Select **Documents**. 4. Click **Create New Folder**. 5. Enter a label, and keep it accessible by all users. 6. Click **Save**. 7. Click **New Document**. 8. Enter your document details and upload your file. Make sure to keep only the name of the document and not keep extensions, such as '.pdf' in the document name. 9. Click **Save**. Refer to an example document below. ![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_example.png) Example The customer receives an email with a PDF attachment which allows them to confirm specific details such as the financial account number and the requested extension period, as required. After their confirmation that they have understood and agreed to the terms, the process can continue to fulfillment. The sample text for the PDF can be as follows. Dear Customer, This is to confirm your eligibility for a Lease Extension. This agreement will allow you to temporarily extend your current lease terms. Please carefully review the specific terms of your extension below: | Details | Values | | --- | --- | | Financial Account Number | XXXX0003 | | Requested Extension Period | 3 Months | | Updated Monthly Payment | 2025-03-03 | | Current Maturity date | 2025-06-02 | | New Maturity date | 10-10-2026 | | Extra Mileage Fees | USD 0 | | Extension Fees | USD 150 | | Mileage Limit | 36000 | | Remaining Mileage | 4000 | Once we receive your acceptance, our team will process your lease extension request. Thank you Customer Support Team By signing below, I confirm that I have read, understood, and agree to the terms of this Lease Extension Agreement. Customer Signature: \_\_\_\_\_\_\_\_ Printed Name: \_\_\_\_\_\_\_\_ Date: \_\_\_\_\_\_\_\_ ## Create Document Types for the Lease Extension Service Process 1. Turn on Document Checklist. 1. In Setup, in the Quick Find box, enter Document Checklist, then click **Document Checklist**. 2. Turn on **Checklist Items with Attachments**. 2. Create document types. 1. In Setup, in the Quick Find box, enter Document Type, then click **Document Type**. 2. Click **New Document Type**. 3. Enter a Label, Name, Description, and click **Save**. For example, Identity Card. 4. To add more document types, repeat these steps as needed. ## Create a Decision Matrix for the Lease Extension Service Process 1. From the App Launcher, search for and select **Lookup Tables**. 2. Click **New**. 3. Click **Decision Matrix**, and then click **Next**. 4. Enter the Name GetAllRequiredDocumentTypes. For Type, select **Standard**. Then click **Save**. 5. Click the **Related** tab. 6. In the Decision Matrix Versions, click the name of the decision matrix. 7. Click **Add Column**. 1. In the Column Header enter ProcessName. 2. For Header Type, select **Input**. 3. For Data Type select **Text**. 4. Click **Done**. 8. Click **Add Column**. 1. In the Column Header enter DocumentTypes. 2. For Header Type select **Output**. 3. For Data Type, select **Text**. 4. Click **Done**. 9. Click **Add Row**. 10. Click the edit icon in the ProcessName box. 11. Update the Service Process Definition API Name to LeaseExtension. Press Enter to confirm the name. 12. Click the edit icon in the DocumentTypes box. 13. In a comma-separated list, enter the document types you created in Create Document Types. Press Enter to confirm the list. 14. Click **Save**. 15. To activate the decision matrix, click **Activate**. ## Create an Expression Set for the Lease Extension Service Process 1. From the App Launcher, search for and select **Expression Sets**. 2. Click **New**. 3. For Name, enter LeaseExtension. 4. For Usage Type, select Default. 5. Click **Save**. 6. In the Expression Set Versions, click the version name. 7. To add the decision matrix, click **Open in Expression Set Builder**. 1. Click **Elements** icon. 2. Drag the **Lookup Table** element onto the expression set canvas. 3. In the Search Lookup Table box, select GetAllRequiredDocumentTypes. 8. Set the properties for the expression set. 1. Click the cog icon. 2. Enter a start date time and an end date time for the expression set. 3. Enter a rank number. 9. Set the element details for the expression set. 1. Click the element details icon. 2. Select **Include in Output**. 10. Save and activate the expression set. ## Install and Deploy the Unified Catalog Template for Lease Extension 1. From App Launcher, search and select Unified Catalog. 2. Go to the Home tab. 3. Click **Templates**. 4. Search for and select Lease Extension. 5. Install the template. A Product2 record is created. Copy the ID of the Product2 record from the URL. For example, 01tLT00000Avq2XYAR. ## Clone and Update the Intake Omniscript Enable the OmniStudio Metadata setting. For more information, see [Enable OmniStudio Metadata API Support](https://help.salesforce.com/s/articleView?id=xcloud.os_enable_omnistudio_metadata_api_support.htm&language=en_US&type=5). Update the AssetFinanceLeaseExtension Omniscript with the product ID of your service process. 1. From the App Launcher, search for and select **Omniscripts**. 2. Select **AssetFinanceLeaseExtension**. 3. Click **New Version**. 4. Update the product ID of your service process. 1. In the first Set Values component, click **Add Element Value**. 2. For Element Name, enter ProductId. 3. For Value, paste the copied Product2 ID from the Install and Deploy the Unified Catalog template for Lease Extension task. 5. Update your PDF document's details. 1. In the PDF action step, open the PDF Action Properties panel. 2. In the Document field, select the name of the document uploaded in the Prepare your PDF Document task. 3. In the Send Transformations section, from the Pre-Transform Data Mapper Interface step, open the AssetFinanceLeaseExtensionPdfMapper data mapper by clicking the link icon. 4. Clone the data mapper. 5. In Transforms, make sure the following mappings are created. This is corresponding to the attributes table as shown in the example document in the Prepare your PDF Document task.

Mileage_Limit	txtMileageLimit
Remaining_Mileage	txtRemainingMileage
Extension_Fees	txtExtensionFees
Extra_Mileage_Fees	txtExtraMileageFees
New_Maturity_Date	txtNewMaturityDate
Masked_Financial_Account_Number	txtFinancialAccountNumber
Current_Maturity_Date	txtCurrentMaturityDate
Vehicle_VIN	txtVehicleVIN
Updated_Monthly_Payment	txtUpdatedMonthlyPayment
Requested_Extension_Period	txtRequestedExtensionPeriod

6. Add the new version of your data mapper in your Omniscript in the Pre-Transform Data Mapper Interface step. Make sure the process name here is the same as in your decision matrix created in step 10. of the Create a Decision Matrix for the Lease Extension Service Process task. 7. Save and activate your Omniscript version. ## Update the Flow Orchestrator Add the service process product ID to the Process Lease Extension flow orchestrator. 1. In Setup, in the Quick Find box, search for Flows, and then click **Flows**. 2. Open the **Process Lease Extension** flow orchestrator and click **Save As New Orchestration**. 3. Add new details and save your changes. 4. In the Start element, click **Edit**. 5. In the Formula field, enter {!$Record.Product.Id}='{{<>}}'. Paste the copied ID of the Product2 record from the URL in the Install and Deploy the Unified Catalog Template for Lease Extension task within the <> in the formula. 6. Save your changes. 7. Activate the flow orchestrator. ## Activate the Unified Catalog Template for Lease Extension Activate the Unified Catalog template for Lease Extension installed above. 1. From App Launcher, search for and select **Unified Catalog**. 2. From the navigation menu, select **Service Processes**. 3. Open Lease Extension. 4. Click Next until you reach the Intake Form tab, and attach the cloned AssetFinanceLeaseExtension Omniscript. 5. Click Next and attach the cloned flow orchestrator in the Fulfillment Flow tab. 6. Save your changes. 7. Click **Activate**. ## Create a Catalog and a Category 1. From the Navigation Menu, select **Catalogs**. 2. Click **New**. 3. Enter a name. 4. Enter other details as required. 5. Save your changes. 6. Click **New Category**. 7. Enter a name and other details as required. 8. Save your changes. 9. Open the created category, click **Add** and select **Existing Products and Services**. 10. Select **Lease Extension**. 11. Save your changes. ## Configure Action Launcher 1. From App Launcher, search for and select **Accounts**. 2. Open a person account. 3. From the Setup menu, select **Edit Page**. 4. On the Components tab, add Action Launcher to the record page. 5. In the properties pane, for Action Launcher Configuration, select **Unified Catalog**. 6. Select the catalog configured in the Create a Catalog and a Category task above. 7. Save your changes. 8. Click **Activation**. ## Add the ECM Service Catalogue Attributes Component to the Case Record Page 1. In Setup, click **Object Manager**. 2. In the Quick Find box, enter Case, and then select **Case**. 3. Click **Lightning Record Pages** and select **Case Record Page**. 4. Click **Edit**. 5. On the Components tab, add the ECM Service Catalogue Attributes component to the record page. 6. Save your changes. ## Submit a Lease Extension Request 1. On a customer’s Person Account record page or the Financial Account record page, in Action Launcher, select the action for lease extension. 2. Select a financial account. 3. Click **Next**. 4. Select the reason for the lease extension. 5. Select a new extension duration. 6. Click **Next**. 7. Provide the lease insurance details. 8. Click **Next**. 9. Specify the document type and upload supporting documents. 10. Click **Next**. 11. Review the lease extension request details. 12. Click **Next**. A case is created in Salesforce for the submitted request. The customer gets an email with the Lease Extension request details. ## Review and Approve a Lease Extension Request Mid-office customer service reps can review the uploaded documents for a Lease Extension case and approve or reject and download them as per requirements. Post approval, they can submit the lease extension request and close the case. 1. Go to the created case record page and on the Orchestration Work Guide, review the uploaded documents for the lease extension. 2. If the uploaded documents are rejected, enter a rejection reason and click **Finish**. The customer needs to reupload the rejected documents from the Experience Cloud site. The customer receives an email for this action item. 3. If the uploaded documents are approved, confirm and submit the work item. After the submission is successful, the customer gets an email with a PDF attachment containing the updated lease contract. They need to sign the contract document and upload it on the Experience Cloud site. 4. Once the customer has uploaded their signed contract, on the Orchestration Work Guide on the case record page, review and approve the uploaded contract document for the lease extension. 5. Click **Finish** and submit your work item. After the submission is successful, the customer gets a confirmation email for their lease extension request, and the case is closed automatically. ## Reupload Documents for a Lease Extension Request Customers can reupload rejected documents as well as upload their signed lease contract document on an Experience Cloud site to support their Lease Extension case. 1. From the Navigation, select **Cases**. 2. Go to the created case record page and on the Work Guide, click **Upload Here**. 3. Select the Document Type and upload files as required. 4. Click **Next**. 5. Submit your changes.