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Insurance
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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