Custom Picklist Values for Vehicle and Asset Lending
Give the best experience to underwriters, agents, applicants, and dealers by making sure
you configure picklist values for certain fields on the objects related to Vehicle and Asset
Lending before you use the features.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer
Editions
Object
Field
Examples
Party Profile
Primary IdentificationType
Driving License
Government ID
Passport
Party Profile
TaxpayerIdentificationType
SSN
Taxpayer Identification Number
Party Profile
Nationality
India
UK
USA
Party Profile
Employment Type
Full-Time
Temporary
Unemployed
Party Income
Income Type
Salary
Commission
Rent
Party Profile Address
Address Type
Shipping
Billing
Temporary
Party Expense
Type
Housing
Transportation
Child Support
Entertainment
Term
Type
Additional Details
Product Selection
Documents Required
Term
Subtype
Adding other applicants
Modifying the duration of the loan or lease
Product Fee
Type
Prepayment Penalty
Late Payment
Closing Fee
Origination Fee
Party Financial Asset
Type
Vehicle
Asset
Party Financial Asset
Ownership Type
Owned
Leased
Loaned
Application Form Product Proposal
Selected By
Applicant
Lender
Applicant And Lender
Applicant Revised
Application Form Product Proposal
Interest Rate Type
Fixed
Variable
Application Form
Intake Channel Type
Submitted Online
Generated By Dealer
Application Form
Tier Type
Gold
Silver
Platinum
Note Make sure you use the API names of the picklists when you import the
values using Metadata API.
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