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Insurance
Delete Plan Benefits

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Delete Plan Benefits

Delete a single benefit record or multiple benefit records.

Required Editions

Available in: Lightning Expereince
Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled
User Permissions Needed
To delete plan benefits: Insurance Policy Management User
  1. Go to the Insurance policy record page and select the Plan Benefits tab.
  2. To delete a single benefit, click the action menu of the benefit record that you want to delete and select Delete.
  3. Review the warning message and click Delete.
  4. To delete all benefits, click the action menu and select Delete All.
  5. Review the warning message and click Delete.
 
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