Create Product Specifications in Revenue Cloud

Create Record Types

Create Insured Party, Insured Item, Coverage, and Product record types on the Product2 object.

1. From Setup, in the Quick Find box, find and select Object Manager.
2. In Object Manager, select Product.
3. In the side panel, select Record Types.
4. Create a new product record type.
   1. Click New.
   2. In Existing Record Type, select Master.
   3. In Record Type Label, enter the name of the record type. For example, Insured Party and Insured Item.
      

      Note

      If you have both Digital Insurance and Insurance (Managed Package) installed on your org, don't use Product as the Record Type Label.

   4. Set the record type as active to make it available to all profiles, and click Next.
   5. Assign Product Layout to all profiles, and then save your changes.

Create Product Specification Type

Create InsuredParty, InsuredItem, Product, and Coverage product specification types.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud

User Permissions Needed
To create product specification type:	Manage Product Catalog

Important Only Salesforce Admins can set up specification types.

1. From Setup, in the Quick Find box, find and select Product Specification Type.
2. Create a new product specification type.
   1. Click New Product Specification Type.
   2. In Name, enter the name of the product specification type. For example, InsuredParty and InsuredItem.
   3. Save your changes.