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

Premium value elements in Personal Auto policy

webner2026-01-13T05:51:13+00:00January 13, 2026|Uncategorized|

Post Views: 22

| ByWinsurtech

AL3 Files: An Overview AL3 files are standard data formats used by insurance companies to exchange information electronically. These files contain detailed data about insurance policies, including premium value elements [...]

How to Handle Non-Payment of Premiums and Policy Cancellations

webner2026-01-09T05:30:31+00:00January 9, 2026|Uncategorized|

Post Views: 49

| ByWinsurtech

Power BI Tip: How to Make Newly Added Data Source Columns Appear in the Report Designer.

webner2025-12-18T05:33:11+00:00December 18, 2025|Uncategorized|

Post Views: 135

| ByWinsurtech

Insurance Transaction Categories: Explained with Real-Life Examples

webner2025-12-12T06:03:12+00:00December 12, 2025|Uncategorized|

Post Views: 255

| ByWinsurtech

Understanding Insured Name Mapping in AL3: Groups, Fields, and Formats.

webner2025-12-03T09:48:22+00:00December 3, 2025|Uncategorized|

Post Views: 204

| ByWinsurtech

How to Generate QR code for Object Record Page

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

Post Views: 135,596

| 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: 2,770

| 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: 7,926

| 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: 5,115

| 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: 5,710

| 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: 4,769

| 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: 4,239

| 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: 16,035

| 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: 4,933

| 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: 4,492

| 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: 3,305

| 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: 5,536

| 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 [...]