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
            Configure Extended Attributes for Product Classifications or Products

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Configure Extended Attributes for Product Classifications or Products

            If you want the attribute to have the same behavior across all products inheriting the product classification, update the configuration in product classification. For example, configure First Name and Last Name as extended attributes on the Member classification so that every product based on this classification automatically inherits them.

            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 product classification or product where you want to configure the attribute.
            2. Navigate to the Attributes tab.
            3. In the Attributes section, click the down arrow next to an assigned attribute and click Edit.
            4. In Reference Object, select the object to pull data from. For example, select GroupCensusMember.
              The reference field name dynamically populates the list of available fields on the selected object.
            5. Select the field that you want to refer to for populating the attribute value. For example, select FirstName.
            6. Mark the field as read only to prevent updates to the values fetched from reference object and fields.
            7. Save your changes.

            Repeat the same procedure for these attributes.

            Product Classification: Group Summary

            reference object Attribute Reference field name
            Group Census Group Class Summary Part Time Member Count Part Time Member Count
            Full Time Member Count Full Time Member Count
            Member Without Dependent Count Member Without Dependent Count
            Member With Spouse Count Member With Spouse Count
            Member With One Child Count Member With One Child Count
            Member With More Than Two Children Count Member With More Than Two Children Count
            Member With More Than One Child Count Member With More Than One Child Count
            Member With Dependent Count Member With Dependent Count
            Total Members Total Members
            Total Dependents Total Dependents
            Number of Primary Members Number of Primary Members
            Group Census Group Class Summary Name Group Census Group Class Summary Name

            Product Classification: Member

            Note
            Note Before you begin, create a custom formula field on the Group Census Member sObject with data type Number that uses the Birthdate field and Date functions.
            Reference object attribute reference field name
            Group Census Member First Name First Name
            Last Name Last Name
            Age Age
            Gender Gender
            Marital Status Marital Status
            Smoker Status Smoker Status
             
            Loading
            Salesforce Help | Article