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Insurance
Create Product Component Group

Create Product Component Group

Create a product component group to organize product components and make it easier to configure coverages.

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. On the Details tab of the product record page, click New on the Product Component Group related list.
  2. Enter the Product Component Group information for Coverages and save your changes.
    When entering product component group details, specify the sequence to define the order of the product component groups on the Product Structure page. For example, specify 1 to show Coverages as the first item under Employee Benefits.

At this stage, the Structure tab of the Product record page looks like this.Coverages Product Component Group

 
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