Loading
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Enable Policy and Claim Record Rollups at Household Level

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Enable Policy and Claim Record Rollups at Household Level

            To show insurance policies, claims, insurance policy participants, and claim participants as related lists at the household level, add Insurance Policies, Claims, Insurance Policy Participants, and Claim Participants as picklist values to the Rollup__c field on the Account Contact Relationship object. The Insurance Policies related list shows the policies where household members are primary insured (NamedInsuredId). The Claims related list shows the claims related to household members’ accounts.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager, and click Account Contact Relationship.
            2. Click Fields & Relationships, and then select Roll-Ups.
            3. Under Values, click New.
            4. In the Roll-Ups field, enter these picklist values. Enter each value on its own line.
              • Insurance Policies
              • Insurance Policy Participants
              • Claims
              • Claim Participants
            5. Click Save.
             
            Loading
            Salesforce Help | Article