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            Create Rate Adjustment By Term Records

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create Rate Adjustment By Term Records

            Create the Rate Adjustment By Term records that meet the needs of your company. The records represent 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. From the App Launcher, find and select Rate Adjustment By Terms.
            2. Click New.
            3. Complete the fields.
            4. Save your changes.
             
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