---
schema_version: "1"
id: 15b1d9660e2a69cf3dfde330b57fdeac2be9733995267a56d47184aa242a2549
title: Set Up Product Configurator for Rehashing Loans or Leases
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_finance_rehash_prod_config_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_rehash_prod_config_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9838bf6e8ac626874e681b9a8a20385c96fb128e0d624a14084a9794760b27c4
description: Set up attributes and pricing procedures to rehash your loan or lease.
products:
  - Automotive
release: "264"
---
# Set Up Product Configurator for Rehashing Loans or Leases

Set up attributes and pricing procedures to rehash your loan or lease.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d82437e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d82437e71 ">To create attribute definitions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d82437e71 ">Product Catalog Management Designer permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d82437e71 ">To create price impacting attributes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d82437e71 ">
              <p>Salesforce Pricing Design Time</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Salesforce Pricing Run Time</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d82437e71 ">To clone context definitions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d82437e71 ">Context Service Admin</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d82437e71 ">To create a decision table:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d82437e71 ">Rule Designer Admin</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d82437e71 ">To create a pricing procedure:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d82437e71 ">Salesforce Pricing Design Time permission set</td>

          </tr>
        </tbody>
      </table>

Set up attributes and make them price impacting to enable their use in calculating new offers.

## Create Product Attributes and Attribute Picklists

[Create product attributes for the following attributes as done during Vehicle and Asset Lending self-intake setup](https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_setup_create_product_attributes.htm&type=5&language=en_US).

LoanTerm

 
| Field | Value |
| --- | --- |
| Name | LoanTerm |
| Label | Loan Term |
| API Name | LoanTerm |
| Data Type | Picklist |
| Picklist | LoanTerm |

DownPayment

 
| Field | Value |
| --- | --- |
| Name | DownPayment |
| Label | Down Payment |
| API Name | DownPayment |
| Data Type | Currency |

MSRP (Manufacturer's Suggested Retail Price)

 
| Field | Value |
| --- | --- |
| Name | MSRP |
| Label | MSRP |
| API Name | MSRP |
| Data Type | Currency |

LoanAmount

 
| Field | Value |
| --- | --- |
| Name | LoanAmount |
| Label | Loan Amount |
| API Name | LoanAmount |
| Data Type | Currency |

RequestedAmount

 
| Field | Value |
| --- | --- |
| Name | RequestedAmount |
| Label | Requested Amount |
| API Name | RequestedAmount |
| Data Type | Currency |

## Set Up Attribute Picklists

[Set up attribute picklist values as required](https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_setup_create_product_attributes_picklists.htm&type=5&language=en_US).

## Create Product Classification Records

Reuse the product classification records created for Vehicle and Asset Lending self-intake setup or create more and assign them the LoanTerm, DownPayment, MSRP (Manufacturer's Suggested Retail Price), and LoanAmount attributes as required. Follow the steps in [Create Product Classifications for Vehicle and Asset Lending](https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_setupset_up_products_and_pricing.htm&type=5&language=en_US).

## Configure Attributes as Price Impacting

1. From the App Launcher select **Product Catalog Management**, and then click **Product Classifications**.
2. Open your product classification record and go to the attributes tab.
3. Click on the LoanTerm attribute, and click Edit.
4. Select **Is Price Impacting**.
5. Save your changes.
6. Repeat step 1 to 5 for the DownPayment, LoanAmount, and MSRP as well.

### Clone and Configure the Context Definition

1. In Setup, in the quick find box, enter Context Definitions, and select Context Definitions.
2. On the Standard Definitions tab, for the AssetLendingRehashingContext record, click **Clone** from the drop-down menu.
3. Enter a name with the prefix AssetLending and save your changes.
4. Go to the **Custom Definitions** tab and find the cloned definition.
5. On the Map Data tab, click ![Dropdown Menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/automotive/images/auto_dropdown.png), and click **Edit SObject Mapping**.
6. Update the Mapping name to LendingProductConfigMapping and click **Map**.
7. Go back to the Context Definition tab and click **Activate**.
    
    You can extend the context definition and mapping to add more attributes as per your business requirements.

### Create a Decision Table

1. Create a decision table if not already done during Vehicle and Asset Lending self-intake setup, and map it to the NGPDefaultRecipe pricing recipe. See [Create a Decision Table for Vehicle and Asset Lending Proposals](https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_setup_create_decision_table_pricing.htm&type=5&language=en_US) and step 1 of [Create a Pricing Procedure for Vehicle and Asset Lending](https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_setup_create_pricing_procedure.htm&type=5&language=en_US).
    
    Make sure your lending products have list rates for each product. See [Add Product List Rates for Vehicle and Asset Lending](https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_setup_create_product_list_rates.htm&type=5&language=en_US).
2. Create a decision table that uses the product and term values as input and provides the interest type and interest rate as output values. See [Create a Term-Based Adjustment Decision Table](https://help.salesforce.com/s/articleView?id=ind.fsc_lending_pricing_term_based_adjustment_decision_table.htm&type=5&language=en_US).

### Create a Pricing Procedure for Rehashing

1. From App Launcher, find and select **Pricing Procedures**.
2. Click **New**.
3. Enter name as asset\_lending\_demo.
4. Select **Pricing** as the usage type.
5. For context definition, select **AssetLendingRehashingContext**.
6. Save your changes.
7. On the Details tab, in the Pricing Procedure Versions section, click the **asset\_lending\_demo V1** version.
8. In the Pricing Procedure Properties tab, expand Advanced Details, and enter Rank as 1.
9. Create a resource to store the price.
    1. Click **Add Resource**.
    2. For Type, select **Constant**.
    3. Enter a name. For example, DummyPrice.
    4. For Data Type, select **Number**.
    5. Enter a default value of 0.
    6. Enter other details as required.
    7. Click **Done**.
10. Create a resource to store the quantity.
    1. Click **Add Resource**.
    2. For Type, select **Constant**.
    3. Enter a name. For example, DummyQuantity.
    4. For Data Type, select **Number**.
    5. Enter a default value of 1.
    6. Enter other details as required.
    7. Click **Done**.
11. Drag the Pricing Setting element to the canvas and enter these values.
    1. For the Line Item input variable, select **ProductId**.
    2. For the Net Unit Price output variable, select the resource you created in step 9.
    3. For Subtotal output variable, select **AFPPInterestRate**.
12. Drag the List Price element to the canvas and enter these values.
    1. For the Lookup Table Details field, select **Product List Rate Decision Table**.
    2. For the Product input rule variable, select **ProductId**.
    3. For the Quantity input variable, select the resource you created in step 10.
    4. For the List Price output variable, select **AFPPInterestRate**.
    5. For the Subtotal output variable, select **AFPPInterestRate**.
13. Drag the Price Adjustment Matrix element to the canvas and enter these values.
    1. For the Lookup Table Details field, select **TermBasedAdjustmentDT**.
    2. For the Term input rule variable, select **AFPPLoanTerm**.
    3. For the Product input rule variable, select **ProductId**.
    4. For the Quantity input variable, select the resource you created in step 10.
    5. For the Input Unit Price input variable, select **AFPPInterestRate**.
    6. For the Net Unit Price output variable, select **AFPPInterestRate**.
    7. For the Subtotal output variable, select **AFPPInterestRate**.
14. Save your changes and activate the procedure.