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            Set Up and Use Mortgage Record Creation Settings

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            3. Financial Services Cloud Admin Guide

            Set Up and Use Mortgage Record Creation Settings

            Run the Create Financial Records process to generate financial records, such as financial accounts or property assets, from loan application data. Use the Mortgage Settings to define which records are created when this process runs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. Enable the mortgage settings.
              1. From Setup, in the Quick Find box, enter Mortgage, and then select Mortgage Settings.
              1. Review the setting descriptions. Decide which records to generate when the Create Financial Records process runs for a closed loan application.
              2. Click Enable for each type of record to create.
            2. Confirm the quick action on the record page.
              1. From Setup, click Object Manager.
              2. Click Residential Loan Application.
              3. Click Page Layouts.
              4. Click Mobile & Lightning Actions.
              5. Expand the Salesforce Mobile and Lightning Experience Actions section.
              6. Confirm that the Create Financial Records action is on the record page. If it’s not, add the action to the record page and save your changes.
            3. Create a record.
              1. On the Residential Loan Application record page click Create Financial Records.
              Financial Records are created based on the mortgage settings creation settings enabled by your Salesforce admin.
             
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