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Insurance
Assign the Attribute to the Product Classification

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Assign the Attribute to the Product Classification

After creating a product classification and attribute, assign the attribute to the product classification. For example, assign the Deductibles attribute to the Annual Deductibles product classification.

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 build a product model: Product Catalog Management

Use this procedure to assign an attribute to a product classification.

  1. In the Attributes tab of the Annual Deductibles Product Classification record, click Assign.
  2. Select Assign individual attributes and click Next.
  3. In the Assign Attributes window, select Deductibles under the Uncategorized tab, and then click Assign.
 
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