Display Optional Coverage Rule Messages Based on User Profiles

Show users optional coverage validation rule messages based on their user profile. For example, when a Customer Service Representative creates an auto insurance quote, display a message on the Rental Car optional coverage rule stating that rental car users must be over 21 years old. When a Sales Agent creates a quote, don’t display the message.

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 Validation Rule on an optional coverage with the USER_PROFILE parameter. When the rule evaluates to false the message displays. For example, to display a message for the Customer Service Representative profile but not the Sales Agent profile, use this syntax in the expression.

USER_PROFILE = 'Sales Agent'