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Insurance
Add Fields to Object Field Sets for Insurance Industries Extension Releases Spring '21 Through Winter '25

Add Fields to Object Field Sets for Insurance Industries Extension Releases Spring '21 Through Winter '25

Add fields to field sets on several objects used with Insurance Industries Extension.

  1. From Setup, click the Object Manager tab.
  2. Click an object from the list below.
  3. Click Field Sets.
  4. Click a Field Set Field Label listed for that object.
  5. Find the fields listed in the top panel down, then drag them into the In This Field Set area.
  6. Click Save.
  7. Repeat these steps for each object, field set, and field in this list.
    Object Field Set Field Label Fields Release Added
    Insurance Policy GetPolicyDetails Policy Summer '21
    Policy Name Summer '21
    Producer Summer '21
    Ins_GetPolicyDetails Policy Summer '21
    Policy Name Summer '21
    Producer Summer '21
    Production Code Id Summer '21
 
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