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            Define Custom Link Texts for the List of Policies or Claims Link

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            3. Financial Services Cloud Admin Guide

            Define Custom Link Texts for the List of Policies or Claims Link

            Help insurance agents easily navigate to clients’ policies and claims. You can change the default link texts and craft custom link texts. For example, you can use localized labels to suit agents’ needs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            On the Policy component, you see links at the bottom of the component that take you to the list of policies or list of claims. The links shown on the component depend on the component settings. For example, let’s say you edit your account or household page and configure the Policy component to include one or more participant roles, such as beneficiary, driver, or subscriber. You see the All Policies link at the bottom of the Policy component. If you haven’t set the Show only owned policies filter on the component, then you see two links at the bottom of the list: All Owned Policies and Other Policies. You can override the default text of these links.

            1. On an account or household page, from Setup, select Edit Page.
            2. Click anywhere on the Policy component to select it.
            3. In the properties pane, depending on the record page, override the default value of the text fields. The default values are Custom Link Text for All Owned Policies, Custom Link Text for Other Policies, Custom Link Text for All Policies, or Custom Link Text for All Claims.
            4. Save your changes.
             
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