Acorn Integration Setup

Overview

There are two Acorn Finance components in the Lightning Product that allow users to get financing information.

1. The Acorn Sign-Up component is located in the Welcome Hub:

 

2. The Acorn Financing component is not included on any page by default, but can be added to the Quote or Sale record pages:

 

1. Add “Acorn” Permission Set to the users who will be using the Acorn functionality

2. To sign up for Acorn, navigate to the Welcome Hub, click “Get Started Now”, and fill in the required information.

3. To enable financing PDF Generation, click “Edit Page” on the Quote/Sale page, click on the Acorn Financing Component, and select an Acorn PDF Template Folder and Save as Org Default.