Loading
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
            Organize Products into Categories

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Organize Products into Categories

            Add categories to group similar products within the catalog. For example, you can add Dental, Medical, Vision categories to the Group Insurance catalog.

            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 catalog you created, for example, Group Insurance.
            2. Click Categories.
            3. Click Create Category.
            4. In the New Category window, enter these details:
              • Name: Medical
              • Description: Medical insurance products such as Medical Platinum, Medical Gold, Medical Silver.
              • Parent Category: leave blank (subcategories aren’t supported in group insurance).
              • Sort Order: 1 (controls the order in which categories appear during plan selection).
              • Category Code: medical
            5. Save your changes.

            Repeat the process to create categories such as Dental and Vision.

             
            Loading
            Salesforce Help | Article