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Insurance View Group Census Quote Permission Set
Give your agents access to view group census quotes.
Access Provided by the Insurance View Group Census Quote Permission Set
This permission set is delivered in the Insurance managed package and provides read-only access to the following objects:
-
Account
-
Attribute
-
Attribute Assignment
-
Attribute Category
-
Compiled Attribute Override
-
Contact
-
Contract
-
Contract Group Plan
-
Group Census
-
Jurisdiction
-
Opportunity
-
Pricebook
-
Price List
-
Price List Entry
-
Product
-
Product Requirement
-
Quote
-
Quote Item Relationship
-
Quote Pricing Adjustment
Additionally, this permission set grants read-only access to certain fields on some of the objects listed above.
Object |
Field |
|---|---|
Account |
Billing Address |
Calculated Address |
|
Industry |
|
Phone |
|
| Primary Contact | |
Type |
|
Website |
|
Attribute Assignment |
Object |
Attribute |
|
Category Name |
|
Attribute Unique Code |
|
Attribute Display Name |
|
Attribute Filterable |
|
Attribute Name |
|
Rate Band Tier |
|
Rating Type |
|
Is Rating Attribute |
|
Rating Input |
|
Rating Output |
|
Valid Values Data |
|
Value |
|
Value Data Type |
|
Compiled Attribute Override |
Attribute Default Values |
Attribute Metadata |
|
Attribute Rules |
|
JSON Attribute |
|
Product |
|
Product Child Item |
|
Opportunity |
Account Name |
Type |
|
Product |
Approved By |
Approved On |
|
Attribute Default Values |
|
Attribute Metadata |
|
Attribute Rules |
|
Availability |
|
Carrier |
|
Class |
|
Is Configurable |
|
Has Custom Attribute Process |
|
Data Mapper Bundle Name |
|
Default Image |
|
| Description | |
Display URL |
|
Effective Date |
|
Eligibility Criteria |
|
End Date |
|
End of Life Date |
|
Enrollment Status |
|
External Data Source |
|
External ID |
|
| Family | |
Formulary |
|
Global Key |
|
Image |
|
Instance Key Formula |
|
JSON Attribute |
|
Last Publish Date |
|
Lifecycle Status |
|
Line of Business |
|
Market Segment |
|
Is Orderable |
|
Parent Class |
|
Parent Class Code |
|
Pricing Formula |
|
Pricing Source |
|
Product Code |
|
Product Spec |
|
Provider Network |
|
Rate Band |
|
Rating Calculation Procedure Name |
|
Rating Procedure Type |
|
Is Recommended |
|
Record Type Name |
|
Replacement Product |
|
Reverse Processing Mode |
|
Selling End Date |
|
Selling Start Date |
|
Specification Sub Type |
|
Specification Type |
|
Standard Premium |
|
Status |
|
Sub Type |
|
Term |
|
Tier |
|
Total Insured Formula |
|
Track as Agreement |
|
Type |
|
Product Child Item |
Child Product |
Child Record Type |
|
Parent Product Child Item |
|
Default Selected Criteria |
|
Eligibility Criteria |
|
Is Optional |
|
Maximum Quantity |
|
Minimum Quantity |
|
Parent Product |
|
Pricing Formula |
|
Pricing Source |
|
Required Criteria |
|
Select Validation Criteria |
|
Select Validation Message |
|
Sequence Number |
|
Sub Parent Specification |
|
Quote |
AccountId |
Commission Amount |
|
ContactId |
|
Days Remaining |
|
Effective Date |
|
End Date |
|
| GroupCensusStdId__c | |
Jurisdiction |
|
Monthly Premium |
|
Primary Product |
|
Primary Root Item |
|
Rating Type |
|
Record Type Name |
|
| Root Item Total | |
Source Asset |
|
Standard Premium |
|
| Source System | |
| Source System Identifier | |
Status |
|
Term |
|
Total Amount |
|
Total Amount for Term Difference |
|
Total Fee Amount |
|
Total Fee for Term |
|
Total Fee for Term Difference |
|
Total Premium for Term |
|
Total Premium for Term Difference |
|
Total Price (TotalPrice) |
|
Total Sum Insured |
|
Total Tax Amount |
|
Total Tax for Term |
|
Total Tax for Term Difference |
|
Type |
|
Quote Item Relationship |
Attribute Selected Values |
Child Quote Line Item |
|
Parent Quote Line Item |
|
Quote Line Item |
Attribute Metadata Changes |
Attribute Selected Values |
|
Calculated Price JSON |
|
Fee Amount |
|
Image |
|
| Item Name | |
Jurisdiction |
|
Need Reprice |
|
Parent Item ID (ParentItemId2__c) |
|
ParentItemID (ParentItemId__c) |
|
Pricing Log Data |
|
Pricing Source |
|
Primary Child Line Item |
|
Product Child Item |
|
Product Child Item Sequence |
|
| Product Name | |
Rating Type |
|
| Record Type Name | |
Relationship Type |
|
Renew Source Plan |
|
| Root Item | |
Sub Parent Item Id |
|
| Source System Identifier | |
Tax Amount |
|
Total Amount |
|
Total Price |
|
| Total Sum Insured | |
| Type | |
Quote Pricing Adjustment |
Adjustment Type |
Amount |
|
Price List Entry |
|
Quote Item |
Next Steps
Ready to get started? Learn how to assign this permission set here.
