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Set Up Your Org to Support Rate Plans
Configure your Salesforce org to make Rate Plans available to your users.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled |
| User Permissions Needed | |
|---|---|
| To use rate plan: | Insurance Policy Management User |
Add the Rate Plan Related List to the Record Pages
To make the Rate Plan related list available to your users, add it to the page layout.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled |
| User Permissions Needed | |
|---|---|
| To use rate plan: | Insurance Policy Management User |
- From the object management settings for the Insurance Policy object, go to Page Layouts.
- On the layout assigned to your users, click Edit.
- Click Related Lists.
- Drag Insurance Rate Plans from the available options and drop it onto the layout.
- Save your changes.
- Similarly, update the Insurance Policy Coverage object.
Add the Expected Revenue Amount Field
To view the expected revenue on Insurance Policy and Insurance Policy Coverage record pages, add the Expected Revenue Amount field on the respective record pages.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled |
| User Permissions Needed | |
|---|---|
| To use rate plan: | Insurance Policy Management User |
- From the Object Manager, open the Insurance Policy object.
- Click Page Layouts and select Insurance Policy Layout.
- From the Fields section, drag Expected Revenue Amount field and drop it at the desired location on the page layout.
- Save your changes.
- Similarly, update the Insurance Policy Coverage object.
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