Salesforce Archives · WinsurTech | AL3, Virtual Assistants, ACORD Forms, ACORD XML,

Structured vs. Unstructured Policy Documents Explained

webner2026-04-17T06:01:07+00:00April 17, 2026|Insurance|

Post Views: 290

| ByWinsurtech

Policy documents are essential in sectors such as insurance, banking, and regulatory compliance. Depending on how information is formatted and stored, these documents are generally categorized as structured or unstructured. [...]

Lessons Learned from Processing Endorsements and Binders

webner2026-04-10T12:40:21+00:00April 10, 2026|Articles, Insurance|

Post Views: 599

| ByGourav Singh

Why Timely Communication Between Agents and Carriers Matters

webner2026-04-01T09:56:24+00:00April 1, 2026|Articles, Insurance|

Post Views: 1,008

| ByWinsurtech

Understanding the Declaration Page in Insurance Policies

webner2026-03-25T09:54:21+00:00March 25, 2026|Insurance|

Post Views: 1,275

| ByWinsurtech

Insurance Endorsements: Types and Their Impact on Premiums

webner2026-03-20T06:30:14+00:00March 20, 2026|Articles, Insurance, Others (General)|

Post Views: 1,470

| ByWinsurtech

How to Generate QR code for Object Record Page

webner2023-05-09T05:46:05+00:00May 9, 2023|Salesforce|0 Comments

Post Views: 135,820

| ByAyush Sharma

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 [...]

Assigned Risk and FAIR Plans for Insurance companies in the US insurance

webner2023-04-24T05:41:27+00:00December 23, 2022|Insurance, Salesforce|7 Comments

Post Views: 3,008

| ByWinsurtech

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 [...]

Adding Visualforce Page To Home

webner2023-04-24T10:41:20+00:00September 18, 2020|Salesforce, Web Development|0 Comments

Post Views: 8,391

| ByWinsurtech

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 [...]

Update Record Type Assignment For Chatter Profiles

webner2023-04-24T11:05:53+00:00July 15, 2020|Salesforce|0 Comments

Post Views: 5,501

| ByWinsurtech

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 [...]

Lightning Datatable Jump Issue On Row Actions

webner2023-04-24T11:10:28+00:00June 29, 2020|Salesforce|0 Comments

Post Views: 6,185

| ByWinsurtech

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

webner2023-04-24T11:44:59+00:00April 30, 2020|Salesforce|0 Comments

Post Views: 5,181

| ByWinsurtech

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 [...]

Salesforce For Outlook – Installation, Uses, & Limitations

webner2023-04-24T11:47:31+00:00April 24, 2020|Salesforce|0 Comments

Post Views: 4,526

| ByWinsurtech

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 [...]

Type of reserves maintained by Property and Casualty companies

webner2023-04-25T12:14:49+00:00April 16, 2020|Salesforce|0 Comments

Post Views: 17,073

| ByWinsurtech

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 [...]

SalesForce Apex Batch Class

webner2023-04-24T11:51:43+00:00April 9, 2020|Salesforce|0 Comments

Post Views: 5,290

| ByWinsurtech

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 [...]

Salesforce Service Cloud Introduction

webner2023-04-25T11:49:19+00:00March 26, 2020|Salesforce|0 Comments

Post Views: 4,745

| ByWinsurtech

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 [...]

Email option on object page in Salesforce Lightning

webner2023-04-25T11:50:04+00:00March 24, 2020|Salesforce|0 Comments

Post Views: 3,552

| ByWinsurtech

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 [...]

Salesforce Reports

webner2023-04-25T11:55:19+00:00March 12, 2020|Salesforce|0 Comments

Post Views: 5,909

| ByWinsurtech

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 [...]