README

This repository contains sample data for Industries Digital Lending.

Digital Lending feature setup has several steps. This repo automates many of these setup steps and will also setup sample data (i.e. products etc.)

Usage

Prerequisites and Guidelines

1. Run all the following steps on a fresh org (i.e. any newly created org without additional data).
2. The setup is divided into several sections. Digital Lending relies on several Salesforce features and each section will complete setup for a subset of the features.
3. The setup will create data, for e.g. Product. Running the same command again might lead to duplicate data.
4. The org should have all the appropriate licenses so that Digital Lending feature is available on your org. The setup will help you assign appropriate permission sets etc.
5. The setup assumes that the user has latest sf (Salesforce-CLI) installed. It also assumes general familiarity with Salesforce.
6. Ensure that Apex Debug Level is set to DEBUG or more verbose. This is required since some of the commands below will debug-print from Apex code. You will need to note certain data from these logs to be used in later steps.

Connect to your org using sf org login web -a YourOrgAlias -r YOURURL command.

Org Setup

1. Run sf apex run --file apex/OrgSetup.apex -o YourOrgAlias

Command Details

Creates a custom permission set SampleDigitalLendingClone.

Assigns this and several other permission sets to the user.

2. Navigate to Contract Lifecycle Management's General Settings from Setup (Feature Settings → Contract Lifecycle Management → General Settings), and enable Salesforce Contracts.

3. Navigate to Document Generation's General Settings from Setup (Feature Settings → Document Generation → General Settings), and enable Design Document Templates in Salesforce.

4. Run sf project deploy start --metadata-dir metadata/OrgSetup -o YourOrgAlias

Command Details

Creates a custom field City on ProductQualification object.

Enables Context Definition, Salesforce Pricing and Industries KYC in the org.

Creates Sample Financial Services For Customer Community Plus Login Clone permission set

5. Run sf project deploy start --metadata-dir metadata/Profiles -o YourOrgAlias

Command Details

Creates a custom profile called Sample Customer Community Plus Login User Clone, adds object permissions and user permissions for community user

Assigns fieldpermissions to Admin and Sample Customer Community Plus Login User Clone profiles for the new custom field City.

Updated Sharing Settings to expose objects to community users

6. Navigate to Product Discovery Settings from Setup (Feature Settings → Product Discovery → Product Discovery Settings), and enable Qualification Procedure.

7. Navigate to Digital Lending from Setup (Feature Settings → Lending → Digital Lending), and enable Digital Lending.

In the above steps, new custom field City__c has been created on ProductQualification object and SourceApplicationFormProduct__c has been created on Contract object, Product__c, LowerBound__c, UpperBound__c, TierValue__c, TierType__c has been created on RateAdjustmentByCreditScore__c and Product__c, Term__c, TierValue__c, TierType__c has been created on RateAdjustmentByTerm__c. We also assigned field permissions for two profiles. Assign field permissions to any other profiles you want these fields to be visible from Setup.

Product Configuration

1. Run sf apex run --file apex/ProductConfiguration.apex -o YourOrgAlias

Command Details

Create a product catalog record, a product category record associate with a product record.

Create five product attributes for this sample product according to the document.

Create product list rate record and product fee record for the sample product.

You could also add product image and turn on sharing settings for community user for this sample product by following the document.

Creates a product qualification records.

Product Qualification

1. Run sf project deploy start --metadata-dir metadata/ProductQualificationSetup -o YourOrgAlias

Command Details

Creates a Decision Table for Product Qualification.

2. Run sf project deploy start --metadata-dir metadata/ProductQualificationExpressionSet -o YourOrgAlias

Command Details

Creates two expression sets for Product Qualification.

Disclosure And Consent

1. Run sf project deploy start --metadata-dir metadata/DisclosureAndConsent -o YourOrgAlias

Command Details

Creates a Decision Matrix for Disclosure And Consent.

2. Run sf apex run --file apex/DisclosureAndConsent.apex -o YourOrgAlias

Command Details

Creates Application Form, Application Form Text, Data Use Purpose, and ApplicationFormDataUse record.

Adds rows to the Decision Matrix for Disclosure And Consent.

Document Upload

1. Run sf project deploy start --metadata-dir metadata/DocumentUpload -o YourOrgAlias

Command Details

Creates a Decision Matrix for Document Upload.

Creates two Document Types.

2. Run sf apex run --file apex/DocumentUpload.apex -o YourOrgAlias

Command Details

Adds rows to the Decision Matrix for Document Upload.

Straight Through Processing

1. Run sf project deploy start --metadata-dir metadata/StraightThroughProcessing -o YourOrgAlias

Command Details

Creates a Decision Matrix for Straight Through Processing.

2. Run sf apex run --file apex/StraightThroughProcessing.apex -o YourOrgAlias

Command Details

Adds rows to the Decision Matrix for Straight Through Processing.

Activates Decision Matrix for Straight Through Processing.

Contracts

1. In the files SampleDigitalLendingActivateSignedContractClone.flow, SampleDigitalLendingGenerateOrUpdateContractClone.flow, SampleDigitalLendingUpdateDocumentGenerationClone.flow in the folder metadata/Contract/flows/ replace system_admin_email with system admin's email.

2. Sign up for a DocuSign Developer edition account and create an application as mentioned in steps 1-3 here https://help.salesforce.com/s/articleView?id=ind.sf_contracts_Create_an_Auth_Provider_for_DocuSign.htm&type=5

3. Replace the consumerKey and consumerSecret in the file DocuSign.authprovider with the DocuSign App's Integration Key and DocuSign App's Secret Key from your Docusign account. Replace configValue in DocuSigneSignVendorAccountId.eSignatureConfig with the API AccountId from DocuSign account. Replace vendorAccountIdentifier in DocuSign_Contract.eSignatureEnvelopeConfig with the API AccountId from DocuSign account.

4. Run sf project deploy start --metadata-dir metadata/Contract -o YourOrgAlias

Command Details

Adds apex classes, decision matrix, document templates, flows, data raptors used for contract generation.

Sets various settings: contract types, document generation settings, object hierarchy relationship, and file upload and download security settings which are required for contract generation.

Creates Email Template, Auth Provider, Named Credential, ESignatureConfig, RemoteSiteSetting and ESignatureEnvelopeConfig for Electronic Signature.

5. Do the steps 12 to 15 as mentioned here https://help.salesforce.com/s/articleView?id=ind.sf_contracts_Create_an_Auth_Provider_for_DocuSign.htm&type=5

6. Edit Named Credential called DocuSignAuthProvider created in your org as part of previous step to trigger authentication with DocuSign.

7. Run sf apex run --file apex/Contract.apex -o YourOrgAlias

Command Details

Activates document templates.

Adds rows to the Decision Matrix for Contract Generation.

Creates Object State Transition for Electronic Signature.

Pricing

1. Run sf apex run --file apex/Pricing.apex -o YourOrgAlias

Command Details

Adds records in the custom objects for Pricing.

2. Run sf project deploy start --metadata-dir metadata/PricingSetup -o YourOrgAlias

Command Details

Creates decision tables used for pricing.

3. Update Lookup Table's Component Type

Steps

1. Go to Setup > Pricing Recipes > NGPDefaultRecipe > Click Modify

2. Update CreditScoreBasedAdjustment's Variable Mapping to TierValue__c for AdjustmentValue and TierType__c for AdjustmentType

3. Update ProductListRateDT's Pricing Component Type to List Price and update the Variable Mapping to List Rate for UnitPrice

4. Update TermBasedAdjustmentDT's Variable Mapping to TierValue__c for AdjustmentValue and TierType__c for AdjustmentType

5. Select CreditScoreBasedAdjustment, ProductListRateDT and TermBasedAdjustmentDT by clicking on the + button

6. Save

4. Update decision tables ProductListRateDT, TermBasedAdjustmentDT and CreditScoreBasedAdjustment status to Active

5. Update LookUpId for above 3 decision tables in expression set file AppFormProductProposalProc.expressionSetDefinition

6. Run sf project deploy start --metadata-dir metadata/PricingExpressionSet -o YourOrgAlias

Command Details

Creates expression set definition used for pricing.

Participant role for Compliant Data Sharing

1. Navigate to Compliant Data Sharing's Object Enablement Settings from Setup and enable Compliant Data Sharing for CRM Users for Application Form Object.

2. Run sf project deploy start --metadata-dir metadata/CompliantDataSharing -o YourOrgAlias

Command Details

Creates Application Form Participant Role With Read/Write access level