Set Up Page Layouts and Record Pages for Insurance Coexistence

Customize the page layouts for Quote, Insurance Policy, and Claim to add, remove, or reorder actions, buttons, fields, and sections on the record detail page. See Customize Page Layouts with the Enhanced Page Layout Editor. Then, assign the page layouts to the relevant record types. See Assign Page Layouts to Profiles or Record Types.

Customize the record pages for Quote, Insurance Policy, and Claim to add components for Digital Insurance workflows and remove components that are specific to the Insurance managed package or Insurance CRM. See Create and Configure Lightning Experience Record Pages. Then, assign the page layouts to the relevant record types and activate the pages. See Activate Lightning Experience Record Pages.