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Considerations for Using the Quote Census Lightning Web Component
The Quote Census Lightning web component provides insurance carrier administrators and brokers a straightforward workflow for managing census data in small and medium group quotes.
Quote Census Lightning Web Component |
Description |
|---|---|
insGroupCensus |
Use this component in record pages such as the Quote record page. It works with Group Census Member records in the Salesforce data model, and on Customer Community portals such as a broker portal |
insOsGroupCensus |
Use this component for census uploads in an OmniScript quote workflow. It works with Group Census Member records in the Salesforce data model. |
CSV Record Requirements
If you use CSV files as source files for group census data, prepare the data to ensure a smooth upload.
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CSV files can't have an extra empty line at the end of the file.
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Remove any trailing spaces before the comma in all column headers to improve upload performance.
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Define
Relationship to Primary Memberas Self, Spouse, or Child.
