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Insurance
Add Insurance Contribution Plan Related Lists to Policy Pages

Add Insurance Contribution Plan Related Lists to Policy Pages

To make the Insurance Contribution Plans related lists available to your users, add them to the page layouts.

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 contribution plan: Insurance Policy Management User
  1. From the object management settings for Insurance Policy object, go to Page Layouts.
  2. On the layout assigned to your users, click Edit.
  3. Click Related Lists.
  4. Drag Insurance Contribution Plans from the available options and drop it onto the layout.
  5. Save your changes.
  6. Similarly, add the Insurance Policy Contribution Plan related list for the Insurance Policy Coverage object.
 
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