Loading
Insurance
Table of Contents
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
          Create Product Structure for Benefits

          Create Product Structure for Benefits

          Create a coverage product structure by defining product components, coverage specifications, and child components. The structure represents the relationships between components and child components. Use this procedure to create all coverage specifications.

          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. Go to Products and click New.
          2. Select Coverage and click Next.
          3. Enter the coverage specification information for Coverages and save your changes.
            When entering coverage specification details, select the product type as Bundle and make sure you activate the product.
           
          Loading
          Salesforce Help | Article