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            Get Your Org Ready for the Group Benefits App

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            Get Your Org Ready for the Group Benefits App

            Make sure you have the required managed packages installed, set up the account and contract pages, configure the security settings required by app components, and verify Omnistudio settings.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud, the Insurance managed package, and the Insurance Industries Extension managed package
            User Permissions Needed
            To customize related lists, assign a page as the app default, and modify session settings: Customize Application
            To set field-level security:

            Manage Profiles and Permission Sets

            AND

            Customize Application
            1. Confirm that the Insurance managed package and the Insurance Industries Extension managed package are installed.
              1. From Setup, in the Quick Find box, enter Packages, and then select Installed Packages.
              2. Confirm that the Vlocity Insurance (vlocity_ins) and Insurance Industries Extension (vlocity_ins_fsc) packages are installed.
                If the packages aren’t installed, complete the prerequisite tasks and then install them. See Installation and Upgrades.
            2. Add related lists to account and contract pages.
              1. From Setup, in Object Manager, find and select Account. Click Page Layouts, and then click Account Layout. Add the Contracts related list to the layout.
              2. In Object Manager, find and select Contract. Click Page Layouts, and then click Contract Layout. Add the Insurance Contracts and Contract Group Plans related lists to the layout.
            3. Set the Account page layout as the default for the Group Benefits app.
              1. From the App Launcher, find and select Accounts.
              2. Open a business account.
              3. Confirm that the page shows your page layout changes.
              4. Click Setup icon, and then select Edit Page.
              5. Click Save and then click Activation.
              6. In the Activation: Account Record Page screen, go to the App Default tab.
              7. Click Assign as App Default.
              8. In the Select Apps screen, click Group Benefits App.
              9. Click Next, click Next again, and then click Save.
            4. Configure Lightning Web Security so that users can upload .csv files with census data.
              1. From Setup, in the Quick Find box, enter Session Settings, then select Session Settings.
              2. Select Use Lightning Web Security for Lightning web components and Aura components.
            5. Verify Omnistudio settings.
              1. From Setup, in the Quick Find box, enter Omnistudio, and then select OmniStudio Settings.
              2. Confirm that Managed Package Runtime is disabled.
              3. Confirm that Deploy Custom Lightning Web Components in Standard Runtime is enabled.
             
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