Loading
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
            Add a Purchaser Plan

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Add a Purchaser Plan

            Create a payer plan that a purchaser makes available to its members and the dependents of the members.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To create purchaser plan records:

            Health Cloud Starter (for Life Sciences Cloud) permission set

            OR

            Health Cloud Foundation (for Health Cloud) permission set

            Before you create purchaser plans, create business account records for payers.

            1. From the App Launcher, find and select Purchaser Plans.
            2. Click New.
            3. Enter a name for the purchaser plan.
            4. In Payer, select the business account record of the payor.
            5. Save your changes.
             
            Loading
            Salesforce Help | Article