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Insurance
Configure Commission Statement Line Item Status

Configure Commission Statement Line Item Status

Map the system status of the commission statement line item to the customer-facing status of the commission statement line item.

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 Commission Statement Line Item Status Mapping section, from the dropdown menu for Customer-Facing Status, select a status to map it with the system status value.
    The customer-facing status values are inherited from the Status field in the Commission Statement Line Item object.
  3. Save your changes.
 
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Salesforce Help | Article