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            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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            Salesforce Help | Article