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            Create Rate Adjustment By Term Object

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            3. Financial Services Cloud Admin Guide

            Create Rate Adjustment By Term Object

            Create a Rate Adjustment By Term custom object that represents the adjustments to list rates based on the loan term.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up Digital Lending: Digital Lending permission set
            To create, read, update, and delete all design time pricing objects: Salesforce Pricing Design Time
            To grant read access for all run-time pricing features: Salesforce Pricing Run Time
            To use Salesforce Pricing: Salesforce Pricing preference
            To use Business Rules Engine: Rule Engine Designer
            To run Business Rules Engine: Rule Engine User
            1. In Setup, click Object Manager.
            2. Click Create, and then select Custom Object.
            3. Enter Rate Adjustment By Term as the label.
            4. Enter Rate Adjustment By Terms as the plural label.
            5. Save your changes.
            6. Click Fields & Relationships, and create the custom fields based on the chart.
              Field Label Field Name Data Type
              Created By CreatedById Lookup(User)
              Last Modified By LastModifiedById Lookup(User)
              Owner OwnerId Lookup(User, Group)
              Product Product__c Lookup(Product)
              Rate Adjustment Name Name Auto Number
              Term Term__c Number(4, 0)
              Tier Type TierType__c Picklist
              Tier Value TierValue__c Number(16, 2)

            See Also

             
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