Loading
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Insurance
Verification of Qualified Products

Verification of Qualified Products

Browse and add qualified products to quotes.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions of Digital Insurance Platform where Product Configuration is enabled with the Revenue Lifecycle Management add-on

When users click the Browse Products button on a quote record, they see a flow that they can use to select a catalog and add products. The product catalog shows only the qualified categories. Users can click the filter icon to view the list of disqualified products.

 
Loading
Salesforce Help | Article