Walk through the steps to enroll group members and dependents in selected insurance
plans.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud, the
Insurance managed package, and the Insurance Industries Extension managed package
User Permissions Needed
To use the Group Benefits workflows:
Industries Group Benefits User permission set
Your Salesforce admin customizes the Group Benefits app to suit your business requirements, so
your enrollment workflow can vary from what we describe.
Make sure an active contract is associated with the account that represents the employer
offering group insurance.
Click the enrollment action in the Action Launcher on the Group Benefits app home page, or
from a record page such as an account or opportunity.
Or start the enrollment workflow from a tab on a record page such as an account.
Your Salesforce admin can set up the enrollment workflow on different pages and
tabs.
Enter group census information for enrollment.
If there isn’t an enrollment census associated with the account, upload a group census in
.csv format. Map the fields in the uploaded file to the corresponding Group Census Member
fields. Then save the uploaded file.
Click Enroll.
A notification lets you know when the enrollment request is complete.
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