Loading
Insurance
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Create a Product Catalog for Digital Insurance

          Create a Product Catalog for Digital Insurance

          Define your product offerings in Product Catalog Management with product catalogs. Catalogs enable efficient organization and management of all the products your business offers.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud
          1. Create a product catalog to organize your insurance products. For example, you might have separate product catalogs for auto, home, and pet insurance products. See Create a Catalog.
          2. Create product categories to segment and manage your products. For example, within an auto insurance catalog, you might have categories for commercial and personal insurance products. See Create Catalog Categories and Subcategories.
          3. Assign the products in your offering to the appropriate categories. See Assign Products to Catalog Categories in Revenue Cloud.
          4. To make product and product category data available to your international users in their language, set up data translation. See Set Up Data Translation in Product Catalog Management.
           
          Loading
          Salesforce Help | Article