Enable Record Types for Insurance

Enabling record types for profiles gives users with that profile access to the record type. Use these steps to enable the Insurance record types listed in the table below.

1. From Setup, in the Quick Find box, enter Profiles.
2. Click on the name of a profile, then scroll down to the Record Type Settings section.
3. Locate the record type in either the Standard Record Type Settings or Custom Record Type Settings sub-sections, then click Edit.
4. Select all of the record types that the profile needs to access, then click Add.
5. Select a Default record type.
6. Click Save.

   Repeat these steps for all of these record types:

   Record Type Sub-section	Record Type Name
   Standard	Account
   Custom	Claim
   Custom	Claim Line Item
   Standard	Contact
   Standard	Product
   Custom	Statement
   Custom	Vlocity Calculation Procedures
   Custom	Vlocity Interaction Launcher