--- schema_version: "1" id: 25bf0e6f055c988205c23371cf50506c50dc1417984088b9321f5edc545db606 title: Payment Deferral collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_setup_uc_pymt_deferral.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_setup_uc_pymt_deferral.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: d63c5f93cd1580e5ff0c566f212bc83ae03f52149b0747fb9db09554cb978be3 description: Defer recurring loan or lease payments on behalf of customers by creating a service process request using Unified Catalog. Capture the new terms for loan or lease payments and check a customer’s eligibility for the deferral request. If eligible, create and track a case for the request. products: - Automotive release: "264" --- # Payment Deferral Defer recurring loan or lease payments on behalf of customers by creating a service process request using Unified Catalog. Capture the new terms for loan or lease payments and check a customer’s eligibility for the deferral request. If eligible, create and track a case for the request. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions.
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. ## Enable Features and Assign Permissions to Users 1. Enable these features. - Setup> Feature Settings> Automotive - Setup> Feature Settings> Manufacturing> Vehicle and Asset Finance 2. Assign these permission sets to users. - Automotive Foundation User - Industry Service Excellence - Omnistudio Admin - Unified Catalog Admin - Vehicle and Asset Finance Foundation ## Prepare your PDF Document Upload a PDF document for notifying customers of the updated details of their payment deferral request before enrollment. 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. Do not keep '.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 new due date after deferral, 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 Payment Deferral, to provide support during your current financial situation. This agreement will allow you to temporarily pause your payments. Please carefully review the specific terms of your deferral below: | Details | Values | | --- | --- | | Financial Account Number | 2507XXXXX | | Deferred Payments Count | 2 | | New Due Date after Deferral | 10-06-2026 | | Interest Accrued During Deferral | 2500 | | Deferral Eligibility Expiry Date | 10-10-2026 | Once we receive your acceptance, our team will process your enrollment. Thank you Customer Support Team By signing below, I confirm that I have read, understood, and agree to the terms of this Payment Deferral Agreement. Customer Signature: \_\_\_\_\_\_\_\_ Printed Name: \_\_\_\_\_\_\_\_ Date: \_\_\_\_\_\_\_\_ ## Install the Service Process Template Install and deploy the Unified Catalog template for Payment Deferral. 1. From App Launcher, search and select Unified Catalog. 2. Go to the Home tab. 3. Click **Templates**. 4. Search for and select Payment Deferral. 5. Install the template. A Product2 record is created. Copy the ID of the Product2 record from the URL. For example, 01tLT00000Avq2XYAR. ## 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&type=5&language=en_US). Update the AssetFinancePaymentDeferral Omniscript with the product ID of your service process as well as your document's details. 1. From the App Launcher, search for and select **Omniscripts**. 2. Select **AssetFinancePaymentDeferral**. 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 the Service Process Template 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 AssetFinancePaymentDeferralPdfMapper 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.
Account_NametxtCustomerName
Masked_Financial_Account_NumbertxtFinancialAccountNumber
Deferred_Payment_CountstxtDeferredPaymentsCount
Next_Due_Date_After_DeferraltxtNewDueDateAfterDeferral
Interest_Accrued_During_DeferraltxtInterestAccDuringDeferral
Deferral_Eligibility_Expiry_DatetxtDeferralEligibilityExpiryDate
6. Add the new version of your data mapper in your Omniscript in the Pre-Transform Data Mapper Interface step. 7. Save and activate your Omniscript version. ## 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 payment deferral eligibility and enrollment. 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 AssetFinPymtTermModEligibility. 5. Find and select the `AutoFinSvcProc.AssetFinPymtTermModEligibility.apex` 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 AutoFinclSrvcsPymtDfrEnrl. 11. Find and select the `AutoFinSvcProc.AutoFinclSrvcsPymtDfrEnrlIntegPrvd` Apex class. ## Update the Page Layouts with the Source System ID Field 1. In Setup click **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. 7. From the App Launcher, select **Finance Console for Automotive**. 8. From the Finance Console for Automotive app menu, click **Financial Accounts**. 9. Select a Financial Account. 10. Update the Source System ID field with your information. ## Configure Action Launcher 1. From Setup, in the Quick Find box, enter Action Launcher, and then select **Deployments**. If you can't see Action Launcher, contact your Salesforce admin to get the Industries Service Excellence permission set. 2. Click **New Deployment**. 3. Click **Next**. 4. Enter a label and an API name for the deployment. 5. In Guidance to Show, select **Omniscripts**. 6. Click **Next**. 7. Move **Account** from Available Objects to Selected Objects. 8. Click **Next**. 9. In Select actions to add, select the **AssetFinancePaymentDeferral** action. 10. Click **Next**. 11. In Select Frequently Used Actions, add the Action API Name **AssetFinancePaymentDeferral** Omniscript. 12. Save your changes. ## Enable Person Accounts and 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). 2. Set up [Financial Accounts](https://help.salesforce.com/s/articleView?id=ind.auto_financial_accounts.htm&type=5&language=en_US), [Financial Account Parties](https://help.salesforce.com/s/articleView?id=ind.auto_financial_account_parties.htm&type=5&language=en_US), [Financial Account Party Financial Assets](https://help.salesforce.com/s/articleView?id=ind.auto_financial_account_assets.htm&type=5&language=en_US), [Asset and Vehicle titles](https://help.salesforce.com/s/articleView?id=ind.auto_financial_account_titles.htm&type=5&language=en_US), and vehicle definition records. Make sure the financial account records have values for the Payment Due Date, Amount Due, Amount Past Due, and Maturity Date fields. Set the fields Association Type as Collateral and Role as Owner. ## Update Flows 1. Update the Send Email On Payment Terms Modification flow. 1. In Setup, in the Quick Find box, search for Flows, and then click **Flows**. 2. Open the **Send Email On Payment Terms Modification** flow and click **Save As New Flow**. 3. Enter a flow label and API name. 4. In the Toolbox panel, select the **HeaderImageUrl** constant. 5. In the Value field, paste the link of the header image required for your org. 6. Click **Done**. 7. Save your changes. 8. Activate the flow. 2. Update the Process Payment Terms Modification Request flow orchestration. 1. In Setup, in the Quick Find box, search for Flows, and then click **Flows**. 2. Open **Process Payment Terms Modification Request**. 3. In the Start element, click **Edit**. 4. In the Formula field, enter {!$Record.Product.Id}='{{<>}}'. Paste the copied ID of the Product2 record from the URL in the Install the Service Process Template task within the <> in the formula. 5. In the Start element, click **Edit**. 6. In the Formula field, enter {!$Record.SvcCatalogItemDefinition.DeveloperName}='PaymentDeferral' || {!$Record.Product.Id} = '<>'. Paste the copied ID of the Product2 record from the URL in the Install the Service Process Template task within the <> in the formula. 7. Open the Send Email On Payment Terms Modification step of the Process Payment Terms Modification stage. 8. For the Action field, enter the updated flow from step 1. After adding the new flow, reselect the values of the fields isAttachmentNeeded, serviceCatalogItemDefinitionName, and serviceCatalogRequestId as they originally appeared. 9. Open the Update Case Related to Service Catalog Request step of the Process Payment Terms Modification Case stage. 10. For the accountEmail field, enter the updated value of the accountEmail output from your cloned flow added in step 1. Similarly, update the caseId and the emailSubjectCaseClosed steps. 11. Save your changes. 12. Activate the flow orchestrator. ## Add Components to Record Pages 1. Add the Action Launcher component to the Account Page. 1. In Setup, click **Object Manager**. 2. In the Quick Find box, enter Account, and then select **Account**. 3. Click **Lightning Record Pages** and select **Account Record Page**. 4. Click **Edit**. 5. On the Components tab, add Action Launcher to the record page. 6. In the properties pane, in the Action Launcher Deployment, select Unified Catalog. 7. Save and activate your changes. 2. Add the ECM Service Catalogue Attributes component to the Case 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 ECM Service Catalogue Attributes to the record page. 6. Save your changes. ## Activate the Service Process Template Activate the Unified Catalog template for Payment Deferral installed above. 1. From App Launcher, search for and select Unified Catalog. 2. From the navigation menu, select **Products**. 3. Open Payment Deferral. 4. Click Next until you reach the Intake Form tab, and attach the cloned AssetFinancePaymentDeferral Omniscript. 5. Click Next and attach the cloned flow orchestrator in the Fulfillment Flow tab. 6. Save your changes. 7. Click **Activate**. ## Submit a Payment Deferral Request 1. On the customer’s Person Account record page, in Action Launcher, select the action for payment deferral. 2. Select a financial account. 3. Select a deferral reason. 4. After the eligibility check is successful, click on the confirmation check-box, and click **Next**. A case is created in Salesforce for the submitted request. 5. Go to the case record page by using the reference number and review the attribute details of the request in the service catalog attributes tab. After the enrollment is successful, the case will be closed automatically.