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Group Benefits Bulk Enrollment with Census Management in the Salesforce Data Model
The Enrollment Census Lightning web component for the Salesforce data model shows group members, dependents, and plan selections. The hierarchical tree view helps brokers and insurance carrier administrators browse through large, detailed data sets more efficiently.
- Configure the Bulk Enrollment Workflow for the Salesforce Data Model
Create a workflow that gives gives insurance carrier administrators a straightforward way to upload Group Benefits enrollment data for large groups with signed contracts. - Get to Know the Workflow for Group Benefits Bulk Enrollment with Census Management
The Enrollment Census Lightning web component gives insurance carrier administrators a straightforward way to upload group benefits product enrollment data with census members and dependents.
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