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@pasar6987/sf-financial-services-group-census
The engine behind employer-sponsored benefits. Manages group census data, member enrollment, plan classifications, contribution structures, and contract group plans.
Native (downloadable) · Latest 1.0.1 published Mar 4, 2026 · 10 datasets / 34 measures in the latest preview · Updated Mar 11, 2026
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@pasar6987/sf-financial-services-group-census
The engine behind employer-sponsored benefits. Manages group census data, member enrollment, plan classifications, contribution structures, and contract group plans.
Overview
| Count | |
|---|---|
| Objects (Datasets) | 10 |
| Dimensions | 121 |
| Measures | 34 |
| Relationships | 0 |
Objects
- ContractGroupPlan — Represents a set of plans as part of the contract between the insurance carrier and the group. This set of plans corresponds to the plans included in the quote (as Quote Line Items). Child object of Contract.
- ContractGroupPlanAttribute — Salesforce standard object
- ContractGroupPlanGroupClass — Represents the association of a Contract Group Plan to a Group Class. Use this entity to define group classes and group class contributions at the contract group plan level.
- ContractGrpPlanGrpClsAttr — Represents a view of the attributes selected for each contract group plan group class.
- GroupCensus — Represents a snapshot of statistics about eligible members (employees or members) of a group (employer or association) and their legal dependents. Use this entity in quoting, rating, and the subsequent enrollment process. Child object of employer or group Account.
- GroupCensusMember — Represents personal information about a member, for example employee or association member, or their dependents. GroupCensusMember is used to estimate the insurance plan cost for the group. This object is also used in the enrollment process to retrieve the member and dependent details. Child object of GroupCensus.
- GroupCensusMemberPlan — Represents the association of GroupCensusMember and ContractGroupPlan. Use this entity when census data includes previous member enrollment plan details and new member plan details. You can populate GroupCensusMemberPlan by reading the enrollment census in the enrollment services before creating insurance policies.
- GroupClass — Represents the classification of group members that receive similar benefits. Example classes include executives, union, and office workers. Child object of employer or group Account.
- GroupClassContribution — Represents employer or group contributions for GroupClass members and their dependents on a per product category such as medical, dental, or vision. Child object of GroupClass.
- GrpCensusGrpClassSummary — Salesforce standard object
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