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Financial Services Cloud
Learn and Explore
Plan and Prepare
Set Up and Manage Sectors
Set Up and Manage Common Capabilities
Agentforce for Financial Services
Set Up and Manage Add-Ons
Extend Financial Services Cloud
Work with Data in Financial Services Cloud
Enter and View Financial Data
Financial Services Cloud Availability and Limitations
PDF Resources

Set Up Secure Self-Service Loan Assets for Digital Lending

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Set Up Secure Self-Service Loan Assets for Digital Lending

Set up the Application Form Seller Item and Party Financial Asset objects for secured loans. Customize the values in the Type picklist that show additional product details and assets to an applicant.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Customize Digital Lending Objects for Secure Loans
Update the Type field on the Application Form Seller Item and Party Financial Asset objects for secured loans.

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