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Add the Coverage Specifications to the Product Component Group

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

 
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