Configure Required Fields for Fund Transfer Request
To indicate the transfer type, frequency, and status of a fund transfer request, activate the picklist values. Complete this step only if you're using FSC Standard objects. If you use FSC Managed Package objects, create a custom object to handle fund transfer requests.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create custom fields and activate picklist values: | Customize Application |
| To set field-level security: | Manage Profiles and Permission Sets AND Customize Application |
- Make sure to set field-level security for all the Fund Transfer Request fields.
Activate picklist values.
- From Setup, in the Quick Find box, click Object Manager, and then select Fund Transfer Request.
- Select Fields & Relationships.
-
For each field, add these picklist values.
Field picklist value Status - Draft
- Completed
- Failed
Transfer Type - One-Time
- Recurring
- Internal to Internal One-Time Loan Payment
- Internal to Internal One-Time Own Account Transfer
- Internal to Internal One-Time Credit Card Payment
-
Internal to External One-Time Loan Payment
- Internal to External One-Time Own Account Transfer
- Internal to External One-Time Credit Card Payment
- External to Internal One-Time Loan Payment
- External to Internal One-Time Own Account Transfer
- External to Internal One-Time Credit Card Payment
- Internal to Internal Recurring Duration-based Own Account Transfer
- Internal to Internal Recurring Installment-based Own Account Transfer
- Internal to Internal Recurring Duration-based Loan Payment
- Internal to Internal Recurring Installment-based Loan Payment
- Internal to Internal Recurring Duration-based Credit Card Payment
- Internal to Internal Recurring Installment-based Credit Card Payment
- Internal to External Recurring Duration-based Own Account Transfer
- Internal to External Recurring Installment-based Own Account Transfer
- Internal to External Recurring Duration-based Loan Payment
- Internal to External Recurring Installment-based Loan Payment
- Internal to External Recurring Duration-based Credit Card Payment
- Internal to External Recurring Installment-based Credit Card Payment
- External to Internal Recurring Duration-based Own Account Transfer
- External to Internal Recurring Installment-based Own Account Transfer
- External to Internal Recurring Duration-based Loan Payment
- External to Internal Recurring Installment-based Loan Payment
- External to Internal Recurring Duration-based Credit Card Payment
- External to Internal Recurring Installment-based Credit Card Payment
Frequency - Monthly
- Quarterly
- Half-Yearly
- Annually
Recurring Payment Option - Balance from Last Statement
- Total Amount Due
- Minimum Payment
- Principal Balance
- Custom Amount
- Save your changes.
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