Employee Field Defaults

You can configure an Applied Epic for Salesforce user so that specific structure access and servicing roles configured in Applied Epic automatically populate when the user creates an account or opportunity or converts a lead. For this information to populate for an employee, all of the following must be true:

• In Applied Epic, the user must have field defaults configured for the Client Add Workflow to define their specific access to an agency, a branch, and servicing role assignments.
• In Applied Epic for Salesforce, a single active user must be assigned in the Employee User frame of the employee record.
• In Applied Epic for Salesforce, the user assigned to the employee record must be assigned to a permission set with read access to the following fields:
• Attachment Activity Add Default
• Client Add Default
• Client Structure Default
• Servicing Role Default

The AESF Standard User permission set provides this access.

Configure User Field Defaults in Applied Epic

An administrator or another user with the necessary permissions can configure user field defaults individually for each employee in Applied Epic so that the appropriate structure access and servicing roles automatically populate during Applied Epic for Salesforce workflows. Individual users can also modify their own Field Defaults if they have been granted permission to view and edit this area of Epic. See the Field Default Configuration article in the Applied Epic help file for detailed instructions.

1. Navigate to the Configure > User Options > Field Defaults area of Applied Epic and look up the employee you want to edit.
2. Edit the Client Add Workflow as follows:
1. On the Structure tab, add an Agency and Branch.
2. On the Servicing tab, select an employee for each servicing role in Servicing Contacts frame.