Streamline the intake and fulfillment of lease extension requests for Automotive leases by using a prebuilt service process. Service reps can quickly initiate a service process request on behalf of customers by using the Lease Extension template from Unified Catalog, improving customer service quality and reducing turnaround time. View current lease summaries, calculate updated monthly payments for new terms, automate eligibility checks and upload required insurance documents all in one flow. Customers can access the Omniscript-based form on the Experience Cloud site and log a request to extend their lease contracts.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Automotive, Vehicle And Asset Finance Foundation, Industries Service Excellence, Unified Catalog, and Omnistudio Runtime enabled.
Who: To use this feature, users need the Automotive Foundation User, Vehicle and Asset Finance Foundation, Industry Service Excellence, Product Catalog Management Designer, Omnistudio Admin or Omnistudio User, Unified Catalog Agent, Unified Catalog Community User, and Unified Catalog Admin permission sets.
How: On an Account or a Financial Account page, initiate a Lease Extension request from the Action Launcher. Customers can launch the service process from an Experience Cloud portal.