Building Tool-Driven AI Systems for Insurance Policy Data LLMs are great at answering questions, but real-world systems require live business data and safe actions. In insurance platforms, users often ask: [...]
Create a formula field on the record page. Add the given below formula in Formula Options IMAGE('https://chart.googleapis.com/chart?chs=250x250&cht=qr&chl='+ AccountId ,'test') Add this field to the page layout. Now Scan the QR [...]
In the present era, as we have all seen and experienced, especially in recent times, Insurance has become a necessity for everyone. Insurance, whether it be for personal or [...]
How to add Visualforce page to Home in Salesforce Lightning The home page is the first page that opens when we log in to our salesforce account. Basically, it [...]
Introduction While creating record types in SalesForce, sometimes we do not want to give access to a few profiles. But somehow we have given the access of record type [...]
SalesForce Lightning SalesForce Lightning is a new advanced platform for SalesForce users to build extensive experiences. It is a component-based framework with some other tools to develop applications for [...]
Salesforce Accelerators are 1-on-1 coaching sessions given by deep knowledge experts. Each Accelerator functions on one particular topic, and length varies from 2-15 hours across multiple weeks. All Accelerators [...]
Introduction to Salesforce A salesforce is a software for online CRM. The salesforce provides the facilities to manage your company and employee relationship. With the help of Salesforce, you [...]
Introduction to the Reserves Insurance companies deal with large and complex claims made against policies that are sold by them. It may often take months, or even years, to [...]
Understanding SalesForce Apex Batch Class Salesforce Apex batch is an important concept of batch command processing for complex and long-running processes in an asynchronous manner. The major benefit that [...]
Introduction to Salesforce Salesforce is a CRM that is used to connect people and to share information. In this blog, we are going to discuss one of the core [...]
Salesforce Lightning - Email Option To use a salesforce lightning default email option on the object page, we need to create a global action. For this, we have to [...]
Introduction to Salesforce Reports A report is an important part of any business. It provides a clear view of the management. An administration uses the reports to trace improvement [...]
WINSURTECH
Email:
contact@winsurtech.com
Corporate
Useful Links
©2021-2026 Winsurtech