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

How Policy Document Automation Minimizes Manual Errors

webner2026-06-19T09:59:49+00:00June 19, 2026|Insurance, Others (Technical)|

Post Views: 158

| ByWinsurtech

A QA and Engineering Perspective with Real Insurance Claim Scenarios Insurance systems rely heavily on policy documents to drive underwriting decisions, billing accuracy, and claim outcomes. Because these documents contain [...]

Cyber Insurance

webner2026-06-12T12:33:24+00:00June 12, 2026|Articles, Insurance, Others (General)|

Post Views: 419

| ByWinsurtech

Key Sections of a Policy Document You Must Understand

webner2026-06-05T04:06:01+00:00June 5, 2026|Insurance|

Post Views: 713

| ByWinsurtech

Policy vs. Certificate vs. Binder: Understanding the Key Differences

webner2026-05-29T09:35:17+00:00May 29, 2026|Uncategorized|

Post Views: 987

| ByWinsurtech

Common Errors Found in Commercial Insurance Policy Documents

webner2026-05-21T07:20:14+00:00May 21, 2026|Articles, Insurance, Others (General)|

Post Views: 1,317

| ByWinsurtech

How to Generate QR code for Object Record Page

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

Post Views: 135,979

| 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: 3,167

| 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: 8,682

| 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: 5,781

| 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: 6,380

| 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: 5,407

| 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: 4,679

| 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: 17,501

| 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: 5,509

| 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: 4,927

| 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: 3,715

| 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: 6,118

| 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 [...]