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Insurance
Enable Revenue Settings for Insurance

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Enable Revenue Settings for Insurance

Digital Insurance works with Revenue Cloud to manage products and other tasks. Before you can use Insurance products, pricing, and rules to create quotes and manage policies, you must enable some Revenue Cloud settings.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To work with configuration rules and constraints with Constraints Engine:

Product Configurator
To work with the Product and Price Configuration API: ProductAndPriceConfiguration API
  1. Set up quotes.
    1. From Setup, in the Quick Find box, enter Quotes Settings, and then select Quotes Settings.
    2. In Quotes Settings, select Create Quotes Without a Related Opportunity.
  2. Set up orders.
    1. From Setup, in the Quick Find box, enter Order Settings, and then select Order Settings.
    2. Select Enable Orders.
    3. Select Enable Negative Quantity.
    4. Select Enable Zero Quantity.
    5. Select Enable Enhanced Commerce Orders.
  3. Set up Revenue Settings.
    1. From Setup, in the Quick Find box, enter Revenue Settings, and then select Revenue Settings.
    2. SelectEnable Revenue Cloud Features.
    3. Enable Add Estimated Taxes to Quotes and Orders.
    4. Enable Product Configurator: Select Configure Products at Runtime.
    5. Enable Transaction processing for quotes and orders.
  4. Using Salesforce Workbench or your preferred REST client, POST the following payload to /services/data/v63.0/tooling/sobjects/TransactionProcessingType: 
    { 
    "SaveType": "Standard", 
    "Description": "Add a description here",    
    "DeveloperName": "AddYourOwnType",
    "MasterLabel": "Add a Label",
    "RuleEngine": "StandardConfigurator" 
}

    Choose your own values for the Description, DeveloperName, and MasterLabel fields. You use the MasterLabel to refer to the pricing procedure when setting up a quote’s transaction type.

 
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