Loading
Insurance
Create Product Component Groups for Medical Product

You are here:

  1. Salesforce Help
  2. Docs
  3. Digital Insurance

Create Product Component Groups for Medical Product

Create functional structures to organize benefits for Medical products under specific groups using the product component groups.

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

In this procedure, we look at how to create product component groups for Medical. Use this procedure to create product component groups for all other benefits as well, such as dental and vision products.

  1. On the Details tab of the Medical product record page, click New in the Product Component Group.
  2. Enter the product component group information and save your changes. For example, General Plan Information.
  3. Repeat the previous steps to create Outpatient Services, Chiropractic Services, and Prescription Drugs product component groups under the Medical product.

At this stage, the Structure tab of the Employee Benefits Product record page shows the product component groups that you created for benefits.Product Component Groups

 
Loading
Salesforce Help | Article