Loading
Salesforce now sends email only from verified domains. Read More
Insurance
Table of Contents
Filter by (0)Add
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
            Search all of Salesforce Help
            Learn About Group Classes and Group Class Contributions

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Learn About Group Classes and Group Class Contributions

            Group classes are groups of members who all receive similar benefits. Examples of group classes include Executives, Managers, and Directors. Group class contributions have details about the benefits provided by the employer for a group class.

            Group Classes

            To set up up a group class, users go to a Group Class page and click New.Each group class must have a name and account. To configure processes that validate whether a group class is active, use the Effective Start Date and Effective End Date fields in each group class record.

            Tip
            Tip Edit the Group Class search layout to move the Account field below the Name field. This makes it easier to differentiate the associated group classes for an account when you add new members.
            Note
            Note You can't provide a value for the Parent Group Class field while adding or updating a group class even though the field is available on the group class entity. This is to avoid circular relationship between group classes.
            New Group Class window

            Group Class Contributions

            After adding the group class for a given account, users go to a Group Class Contribution page and click New..

            New Group Class Contribution window

            Each group class contribution must have a Name and a corresponding Group Class. To validate whether the group class contribution is active, use the Effective Start Date and Effective End Date fields in each group class contribution record.

            For Type, specify whether the employer contribution is a percentage of the total premium or a fixed amount no matter what the total premium is. For Amount, enter the corresponding percentage or amount.

            Specify Member Type as either Subscriber or Dependent.

            Each group class must be linked to at least one of these fields: Contract Group Plan, Group Benefit Product Category, or Product.

             
            Loading
            Salesforce Help | Article