Installation and initial steps

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Installation and initial steps

The Salesforce organization (org) that you install provides a basic framework with a default set of tabs through which you can set up your user and customer information. Once you log in to your new org, you can view the default applications by selecting on the drop-down list in the top right corner of the page. 

You can install Q2 Origination by directly accessing the URLs provided to you by the CL Sales team or from within Salesforce org. Q2 Origination installation includes installing all underlying utilities, software, and application integrations required to deliver comprehensive business functionality. The resulting framework allows you to customize the different setups and object configurations as per your business functionality. 

Prior to installing Q2 Origination, you must do the following:

  1. Obtain the Salesforce licenses and product administrator and user licenses by engaging with the Cloud Lending Sales team.

    Note:

    Salesforce is retiring API versions up to 20 by March 2022 and 21-30 by March 2023. Hence, all the js files that use the Ajax toolkit (apex.js and connection.js) should start using the latest versions. The application needs to be upgraded to use the latest API version, which is 54.0.

  2. Create a Salesforce Developer Org for your organization. You can do this through the Force.com platform, which offers an extremely powerful, scalable, and secure cloud computing platform. You can develop, package and instantaneously deploy applications without any infrastructure.

Each Q2 Origination installation provides 10GB of server space. However, based on your data requirements, you can purchase additional space from Salesforce.  

Prerequisites

Before you proceed to install Q2 Origination, ensure that the following prerequisites are met: 

  • A Salesforce account is created.

  • You have system administrator privileges. 

  • CL Skuid Extension is configured for greater customization of the Q2 Origination interface.

  • If you are using Chatter for team communication, Salesforce Chatter must be enabled.

Steps

To install Q2 Origination and all required packages:

  1. Contact your Support engineer for the latest package versions and their URLs.

  2. Install the following packages in sequence to use Q2 Origination:

    1. CL Utilities

    2. CL Common

    3. CL Staging

    4. CL Integrations

    5. Q2 Origination

Note:

  • It is imperative to install the packages in the order specified here. 

  • Ensure that you obtain the supported versions of these packages for the release version of Q2 Origination that you require to install.

  • Wait for one installation to complete before initiating the next package installation. Each package has its own dependency, and interchanging the order of installation will result in an error.

Once the packages are installed, you can view Q2 Origination in the list of installed applications, in the upper right corner of the Salesforce application. Select Q2 Origination to access the various tabs and set up the application processing configurations.

Currently, Q2 Origination users can install the following three user interface versions:

  • CLO non-Skuid, which is available when you install the packages. This version is supported for existing customers. However, newer functionality is developed on subsequent Q2 Origination versions. 

  • CLO Skuid enabled UI from version 1.2000 onwards. Skuid provides a customizable user interface and the concept of a loan dashboard and product, task, and department association. For more information on installing Skuid, refer to the section Installing and setting up Q2 origination skuid extension

  •   You can install the Skuid enabled UI in two ways:

    • Skuid + org parameter Use contact as account selected. This enables the new UI theme. 

    • Skuid + org parameter Use contact as account not selected.