Loading
Salesforce now sends email only from verified domains. Read 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
            Show a Policy’s Parent and Child Policies

            You are here:

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

            Show a Policy’s Parent and Child Policies

            Enable policy hierarchy to give agents easy access to a policy’s parent or child policies right from the list of policies on the client record page. It’s easier for agents to track policies with a hierarchical view available at a glance.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Important
            Important Before you perform these steps, ensure that the Child Policies related list is added to the Insurance Policy page layout.
            1. On the account record page, from Setup, select Edit Page.
            2. Click anywhere on the Policy component to select it.
            3. In the properties pane, select Show policy hierarchy.
            4. Save your changes.

            Agents can see the parent policy (1) and child policies (2) for a multiline policy in one place, without going through multiple related lists.

            Image showing parent and child policies for a multiline policy
            Tip
            Tip Depending on its position on the record page (main region or sidebar), the Policy component shows a maximum of five or two child policies. To view the full list of child policies, click View all icon.
            Image showing the View All icon for child policies
             
            Loading
            Salesforce Help | Article