Customize Optional Coverage Rule Selections Based on User Profiles

Automatically select Required Coverage or Default Selected optional coverage rules for users based on their user profile. For example, when a Customer Service Representative creates a car insurance quote, have the Rental Car coverage selected automatically. When a Sales Agent creates a quote, list Rental Car coverage as available for selection but not selected automatically.

Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with the Insurance Industries managed package.

How: Create an expression for a Required Coverage or Default Selected optional coverage rule with the USER_PROFILE parameter. For example, to automatically select an optional coverage as Required for the Customer Service Representative profile, use this syntax in the expression.

USER_PROFILE = 'Customer Service Representative'