Set Up Loan Products
Create products for the loan types that you offer to your loan applicants. For example, if you offer personal loan and home loan, create a product record for each loan type.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To activate picklist values. | Customize Application |
| To set up products: | Create on Product2 |
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Add the picklist values.
When you create a product record for a loan type, you must specify the product family that the product belongs to. Add the picklist values for the product family.
- From the object management settings for products, go to Fields & Relationships.
- In the Quick Find box, enter Product Family, and then select Product Family.
- In the Picklist Values for Product Family section, click New.
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Add the picklist values.
For example, you can add Home Loan, Personal Loan, Auto Loan Two Wheeler, and Auto Loan Four Wheeler as the picklist values.
- Save your changes.
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Create Products.
- From the App Launcher, find and select Products.
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Click New and enter the product details.
For example, for a home loan, enter fixed-rate mortgage as the product name and select home loan as the product family.
- To activate the product, select Active.
- To add another product, click Save & New or to finish, click Save.
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