You are here:
Complete Enrollment in the Group Benefits App
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.
See Also
此文章是否解決您的問題？
請讓我們知道，以便我們改進！
