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Configure Batch Process Job Definition for Commissions Management

Configure Batch Process Job Definition for Commissions Management

Configure the batch job definition to use for producer commission processing.

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 set up brokerage: Insurance Brokerage User
  1. In Setup, find and select Brokerage. Then, select Commissions Management.
  2. In the Batch Job Setting for Commission section, from the dropdown menu for Active Batch Job Definition, select the batch process job definition.
  3. Save your changes.
 
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