Add Commission Schedules and Set Up Tabs to Records

Add tabs to record pages so your users can configure commission schedules and view commission assignments.

Page	Tab Custom Label	Tab Component
Product	`Commission Schedules`	Insurance Commission Schedule Assignment For the Current Record Relationship Field in Assignment property, enter `Product2Id`.
Producer	`Commission Schedules`	Insurance Commission Schedule Assignment For the Current Record Relationship Field in Assignment property, enter `ProducerId`.
Commission Schedule	`Set Up`	Insurance Commission Schedule

Page

Tab Custom Label

Tab Component

Product

Commission Schedules

Insurance Commission Schedule Assignment

For the Current Record Relationship Field in Assignment property, enter Product2Id.

Producer

Commission Schedules

Insurance Commission Schedule Assignment

For the Current Record Relationship Field in Assignment property, enter ProducerId.

Commission Schedule

Set Up

Insurance Commission Schedule

From the Setup menu on each page, select Edit Page.

Here's how configured components look.

Tab custom label:

Product page with the Insurance Commission Schedule Assignment component on the Commission Schedules tab:

Producer page with the Insurance Commission Schedule Assignment component on the Commission Schedules tab:

Commission Schedule page with the Insurance Commission Schedule component on the Set Up tab:

What's Next

Did this article solve your issue?

Let us know so we can improve!