Loading
Feature degradation | Gmail Email delivery failureRead More
Insurance
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create an Attribute Definition with Currency and Percent Data Type

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Create an Attribute Definition with Currency and Percent Data Type

            Create an attribute to describe the product properties. Create all attribute definitions that have the data type as currency or percent. For example, Deductible, Copay, and OOP Max have currency as data type and Coinsurance has percent as data type.

            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
            1. Click the dropdown arrow for Product Catalog Management and select Attribute Definitions. Then, click New.
            2. Enter the attribute definition information and save your changes.
              In the Data Type field, for attribute definitions with Currency data type, select Currency, and for Percent data type, select Percent. For example, select Currency for Deductible and Percent for Coinsurance.
             
            Loading
            Salesforce Help | Article