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            Flexipages and Page Layouts for Digital Lending—India

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            3. Financial Services Cloud Admin Guide

            Flexipages and Page Layouts for Digital Lending—India

            In the Digital Lending—India sample application, you can set up flexi pages and customize page layouts for Application Form, Assessment, Application Form Product, Applicant, and Party Profile records based on your business needs. Tailor these pages for different user roles, such as relationship managers, agents, and underwriters. Customize page layouts that adapt based on the changes in the loan application stage and the corresponding changes in ownership. Make sure that each persona sees the most relevant information and tools that they need at each stage of the loan process.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            • 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.
             
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            Salesforce Help | Article