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Show Optional Coverages Based on User Profiles
Control which users can see optional coverages with profile-based eligibility rules. For example, when a Customer Service Representative creates an auto insurance quote, show the Rental Car coverage as available for selection. But when a Guest user creates a quote, don’t show the Rental Car coverage as an option.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with the Insurance Industries managed package.
How: Create an expression for an Eligibility optional coverage rule with the USER_PROFILE parameter. For example, to show an optional coverage as available for the Customer Service Representative profile, use this syntax in the expression.
USER_PROFILE = 'Customer Service Representative'Did this article solve your issue?
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