Salesforce Setup

The Q2 Origination package contains setups for key data such as a default company, a Salesforce user, GL Accounts, sample fee set, and payment modes. When you install the Q2 Origination package, this data also gets installed. Beyond this basic setup, Salesforce provides many options to you for setting up, maintaining, and customizing your organization details to tailor the installation as per your business requirements. You can define your company profile, specify the locale and language settings, create users, manage their privileges, and customize the Q2 Origination application pages, objects, and fields as per your business.

The role hierarchy you define controls how your organization reports on and accesses data. For example, a lending organization can define its role hierarchy as Underwriter, Processor, Loan Officer, Loan Manager, Branch Manager, CEO. Similarly, in a product-based hierarchy, the loan and lease Sales Representative role may report to respective Managers, who would report to their Vice Presidents and they would finally report to the CEO. Roles help you control access to records and profiles help you determine record privileges. Depending upon your version of Q2 Origination, you can set up roles through the Setup, Administer, Manage Users, Roles option in Salesforce or through Skuid. In Q2 Origination, you can also configure access to pages and actions based on the profile of a user. 

Similarly, the user interface settings you define using the Setup menu determines how everyone in your organization accesses this menu and also the Q2 Origination application. You can also use the Salesforce Setup menu to define security settings, communication templates, approval processes, fiscal year and calendars, and more.