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            Create Product Record Types for Insurance Coexistence

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            3. Digital Insurance

            Create Product Record Types for Insurance Coexistence

            Create unique record types for the Product object to use in Digital Insurance workflows. The unique record types ensure Digital Insurance products are excluded from Insurance managed package UI components and workflows that filter by record type. You can also use the record types to customize the record pages for users.

            Required Editions

            Available in: Performance, Enterprise, Unlimited, and Developer Editions with Digital Insurance and the Insurance Industries and Insurance Industries Extension managed packages.

            The Insurance managed package creates these record types for the Product object:

            • Product
            • Insured Item Spec
            • Insured Party Spec
            • Coverage Spec
            • Claim Product
            • Claim Property Spec
            • Claim Injury Spec

            For Digital Insurance, create unique record types for the Product object that differ from the record types that the managed package creates and any record types that you created for custom workflows. See Create Product Record Types and Product Specifications.

             
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