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Insurance
Set Up Your Org to Support Plan Benefits

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Set Up Your Org to Support Plan Benefits

Configure your Salesforce org to make the Plan Benefits optimized user interface available to your users.

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 plan benefits: Insurance Policy Management User
  1. From the object Management settings for Insurance Policy Coverage, click Lightning Record Pages and then select Insurance Policy Coverage Record Page.
  2. On the layout assigned to your users, click Edit.
  3. From the Components tab, from the Standard list, drag Plan Benefits and drop it at the desired location on the page.
  4. Save your changes and activate the record page.
 
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