Loading
Table des matières
Filtres (0)Ajouter
Sélectionner des filtres

          Aucun résultat
          Aucun résultat
          Voici quelques conseils de recherche

          Vérifiez l'orthographe de vos mots-clés.
          Utilisez des termes de recherche plus généraux.
          Sélectionnez moins de filtres pour élargir votre recherche.

            Recherchez dans toute l’aide de Salesforce
            Recherchez dans toute l’aide de Salesforce
            Update Record Page Layouts for Digital Lending—India

            You are here:

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

            Update Record Page Layouts for Digital Lending—India

            Add related lists and fields to the record page layouts of Application Form, Applicant, Party Profile, and Application Form Product so that your relationship managers, underwriters, and loan officers have the information that they need at their fingertips.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create or update record page layouts:

            Customize Application

            AND

            Digital Lending India Admin User
            1. From the Object Manager, use Quick Find to select the object that you want to update.
            2. Click Page Layouts, and then click Related Lists.
            3. Add these related lists to the page layouts.
              Object Related List
              Application Form Assessments, Document Checklist Items, Application Form Evaluations, Information Verifications, Application Form Product Proposals, Application Form Products, Application Form Product Deviations, Application Form History, Payment Mandates, Application Form Terms, Applicants, Approval History.
              Party Profile Assessments, Document Checklist Items, Party Profile Addresses, Person Employments, Party Incomes, Party Expenses, Party Financial Assets, Party Financial Liabilities, Party Identity Verifications, party Screening Summaries, Party Profile Risks, Approval History.
              Applicant Assessments, Application Form Product Deviations, Document Checklist Items, Person Employments, Party Credit Profiles, Party Incomes, Party Expenses, Party Financial Assets, Party Financial Liabilities, Payment Mandates, Approval History.
              Application Form Product Application Form Product Deviations, Application Form Product Fees, Application Form Seller Items, Document Checklist Items.
            4. Add the Primary Identifier and Account fields to the party profile record page layout.
              The Primary Identifier field stores the unique identifier for the party and the Account field stores the Account ID that’s associated with the party profile.
            5. Save your changes.
             
            Chargement
            Salesforce Help | Article