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Insurance
Update Plan Benefits

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Update Plan Benefits

Update a single benefit record or multiple benefit records.

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 update plan benefits: Insurance Policy Management User
  1. Go to the Insurance policy coverage record page and select the Plan Benefits tab.
  2. To update a single benefit, click the action menu of the benefit record that you want to update and select Edit.
  3. Update the details and save your changes.
  4. To update more than one benefit record, select all the records that you want to update and click Edit.
  5. In the Edit Benefits window, update the details.
  6. Save your changes.
 
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Salesforce Help | Article