Loading
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
            Add the Coverage Specifications to the Product Component Group

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Add the Coverage Specifications to the Product Component Group

            Add the child components, which are coverage specifications, to a product component group so that the associated products are grouped together.

            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 the Related tab of Coverages Product Component Group and click Add Products in the Child Components related list.
            2. In the Add components to Employee Benefits window, select Medical, Dental, and Vision, and then click Next.
            3. Enter the sequence for Medical, Dental, and Vision products in the order you want them to appear in the product structure, and save your changes.Sequence for Coverage Specifications

            After adding coverage specifications, the Structure tab of the Employee Benefits Product record page looks like this.Coverage Specifications

             
            Loading
            Salesforce Help | Article