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

What do you mean by NAIC code

webner2023-06-02T04:16:32+00:00June 2, 2023|Insurance|

Post Views: 13,102

| ByWinsurtech

The North American Industry Classification System (NAICS) is a company classification system designed through a collaboration between the United States, Canada, and Mexico. This classification method makes it possible to [...]

What is the difference between Direct Billed and Agency Billed policy

webner2023-05-31T04:53:12+00:00May 31, 2023|ACORD AL3, Insurance|

Post Views: 13,603

| ByNavjot Singh

What is the meaning of Vehicle Class in Auto Insurance

webner2023-05-11T05:01:47+00:00May 11, 2023|Insurance|

Post Views: 13,671

| ByWinsurtech

How to Generate QR code for Object Record Page

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

Post Views: 12,361

| ByAyush Sharma

SUPPLEMENTARY ACORD FORMS

webner2023-05-05T05:33:03+00:00May 5, 2023|ACORD AL3|

Post Views: 12,752

| ByWinsurtech

How to Generate QR code for Object Record Page

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

Post Views: 12,361

| 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: 1,752

| 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: 6,372

| 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: 3,799

| 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: 4,411

| 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: 3,548

| 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: 3,239

| 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: 12,600

| 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: 3,836

| 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: 3,389

| 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: 2,312

| 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: 4,161

| 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 [...]