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Add Product Classification to Personal Loan Product for Digital Origination for Lending

Add Product Classification to Personal Loan Product for Digital Origination for Lending

Assign the Personal Loans Product Classification to the product you created in Create Personal Loans Product Classification for Digital Lending, for example, Personal Loan.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To set up Digital Origination for Lending: Digital Lending permission set
To set up Product Catalog Management features and objects: Product Catalog Management Designer permission set
To view Product Catalog Management features and objects Product Catalog Management Viewer
  1. From the App Launcher select Product Catalog Management, and then click Products.
  2. Click the product you created in Create Personal Loans Product Classification for Digital Origination for Lending, for example Personal Loan.
  3. In the Based On field, select Personal Loans.
  4. Save your changes.
 
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