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Insurance
Create Lightning Record Pages for Insurance

Create Lightning Record Pages for Insurance

Create the Lightning record pages that apply to Insurance and Insurance Industries Extension orgs.

  1. From Setup, use Quick Find to find and select Lightning App Builder.
  2. Click New.
  3. Select Record Page, then click Next.
  4. For Label, enter a unique, descriptive name. For example:
    • Claim Product Record Page

    • Product Record Page

    • Product Class Record Page

    • Product Coverage Record Page

    • Product Spec Record Page

    For Object, enter Product. Then click Next.

  5. For the page template, click Clone Salesforce Default Page, and then select Grouped View Default. Then click Finish.
  6. Click the Tabs component, then click Add Tab.
    ​Tabs​ component and Add Tab​​ button highlighted

    Add the custom tabs that belong on the page. Here are the typical ones.

    Record Page Custom Tabs
    Claim Product
    • Injuries
    • Properties
    • API
    • Rules
    Product
    • Coverages
    • Insured Items
    • Rating Facts
    • Attributes
    • Rules
    • Surcharges
    • Simulate
    • API
    Product Class
    • Coverages
    • Insured Items
    • Rating Facts
    • Attributes
    • Rules
    Product Coverage
    • Attributes
    • Surcharges
    Product Spec
    • Attributes
  7. Find the Vlocity Cards component and drag it to a custom tab. Then define the appropriate Layout Name and Custom Visualforce Page. Do this for each custom tab.
    Illustrates the Vlocity Cards component.

    Here are the values for each type of record page.

    Record Page Tab Properties
    Claim Product Injuries

    Layout Name: ins-claims-injuries-admin-container

    Custom Visualforce Page: InsuranceClaimsInjuriesAdmin

    Properties

    Layout Name: ins-claims-properties-admin-container

    Custom Visualforce Page: InsuranceClaimsPropertiesAdmin

    API

    Layout Name: ins-product-methods-helper

    Custom Visualforce Page: InsuranceProductMethodsHelper

    Rules

    Layout Name: ins-product-rules

    Custom Visualforce Page: InsuranceProductRules

    Product

    Coverages

    Layout Name: ins-coverage-container

    Custom Visualforce Page: InsuranceCoverages

    Insured Items

    Layout Name: ins-insured-items-container

    Custom Visualforce Page: InsuranceInsuredItems

    Rating Facts

    Layout Name: ins-rating-fact-container

    Custom Visualforce Page: InsuranceRatingFact

    Attributes

    Layout Name: ins-product-attributes-container

    Custom Visualforce Page: InsuranceProductAttributes

    Rules

    Layout Name: ins-product-rules

    Custom Visualforce Page: InsuranceProductRules

    Surcharges

    Layout Name: ins-product-taxes-container

    Custom Visualforce Page: InsuranceTaxesAdmin

    Simulate

    Layout Name: ins-product-rating-output-input-map

    Custom Visualforce Page: InsuranceProductRatingMap

    API

    Layout Name: ins-product-methods-helper

    Custom Visualforce Page: InsuranceProductMethodsHelper

    Product Class

    Coverages

    Layout Name: ins-coverage-container

    Custom Visualforce Page: InsuranceCoverages

    Insured Items

    Layout Name: ins-insured-items-container

    Custom Visualforce Page: InsuranceInsuredItems

    Rating Facts

    Layout Name: ins-rating-fact-container

    Custom Visualforce Page: InsuranceRatingFact

    Attributes

    Layout Name: ins-product-attributes-container

    Custom Visualforce Page: InsuranceProductAttributes

    Rules

    Layout Name: ins-product-rules

    Custom Visualforce Page: InsuranceProductRules

    Product Coverage

    Attributes

    Layout Name: ins-product-attributes-container

    Custom Visualforce Page: InsuranceProductAttributes

    Surcharges

    Layout Name: ins-product-taxes-container

    Custom Visualforce Page: InsuranceTaxesAdmin

    Product Spec

    Attributes

    Layout Name: ins-product-attributes-container

    Custom Visualforce Page: InsuranceProductAttributes

    Lightning record pages are now configured in your org. Activate them to make them available to users. See Activate the Lightning Record Pages You Create.

 
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