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            Create Product Component Groups for Medical Product

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            Create Product Component Groups for Medical Product

            Create functional structures to organize benefits for Medical products under specific groups using the product component groups.

            Required Editions

            Available in: Lightning Expereince
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled.
            User Permissions Needed
            To build a product model: Product Catalog Management

            In this procedure, we look at how to create product component groups for Medical. Use this procedure to create product component groups for all other benefits as well, such as dental and vision products.

            1. On the Details tab of the Medical product record page, click New in the Product Component Group.
            2. Enter the product component group information and save your changes. For example, General Plan Information.
            3. Repeat the previous steps to create Outpatient Services, Chiropractic Services, and Prescription Drugs product component groups under the Medical product.

            At this stage, the Structure tab of the Employee Benefits Product record page shows the product component groups that you created for benefits.Product Component Groups

             
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            Salesforce Help | Article