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            Add a Group Class to an Account

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            Add a Group Class to an Account

            Group classes define a group of employees. To associate a group class with a specific record, add the group class to the account related list.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled
            User Permissions Needed
            To use benefit eligibility defintions: Insurance Policy Management User
            1. From an account record, on the Group Class related list, select New.
            2. Enter the required data.
            3. Save your work.
             
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            Salesforce Help | Article