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            Link Products to Categories

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            3. Digital Insurance

            Link Products to Categories

            Assign products to categories so they appear in the right place in the catalog. The category defines group class contribution and organizes plan selection for members. Each product in group insurance must belong to exactly one category, while a category can hold multiple products. For example, the Medical category includes Medical Platinum, Medical Gold and other medical plans.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions of Digital Insurance with Digital Insurance Product Admin Add On, Digital Insurance Group Benefits AddOn, Digital Insurance Group Enrollment AddOn,Digital Insurance Group Benefits Customer Community AddOn, and Digital Insurance Group Benefits Partner Community AddOn licenses
            User Permissions Needed
            To create group benefits product model Product catalog management administrator
            1. Open the category you created. For example, Medical.
            2. Click Related.
            3. In the Products section, click Assign Products.
            4. Select the products you want to include, for example, Medical Platinum, Medical Gold, and Medical Silver.
            5. Click Next.
            6. Save your changes.
             
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            Salesforce Help | Article