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Insurance
Customize Attribute Values Based On User Profiles

Customize Attribute Values Based On User Profiles

Show users unique product attribute values based on their user profile. For example, when a Customer Service Representative creates a travel insurance quote, set the luggage loss coverage limit to $250 by using attribute rules. When a Captive Agent creates a quote, set the same coverage limit to $500.

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

How: Create a Set Value or Set Default Value attribute rule with the USER_PROFILE parameter in the expression.

USER_PROFILE = 'Customer Service Representative'
 
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