Salesforce Archives - Insurance Software development

Adding Visualforce Page To Home

Author - Webner
09/18/2020
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5:19 am
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0 Comments
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Salesforce, Web Development
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Post Views: 1,730

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 shows the reports of sales, charts, and other important data. Sometimes, we manipulate these reports or charts based on a specific filter and sometimes we want to show our own set of designs of reports that we created using Visualforce pages. In Salesforce Lightning, it has become easier to change the layout of the Home page rather than the more complicated process that was performed in Salesforce Classic.

Update Record Type Assignment For Chatter Profiles

Author - Webner
07/15/2020
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5:55 am
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0 Comments
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Salesforce
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Post Views: 1,632

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 to all profiles. Now if we want to revoke permission of record type from some profiles, we can update Record Type Settings by opening profiles. But if we want to update these settings for Chatter profiles. We can not do this directly with a Chatter profile.

To change the record typesetting for chatter profiles

We have to use some URL hacks to change the record typesetting for […]

Lightning Datatable Jump Issue On Row Actions

Author - Webner
06/29/2020
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6:25 am
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0 Comments
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Salesforce
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Post Views: 2,824

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 users. Even users with no coding knowledge can use the already existing Lightning applications present. Though Lightning is highly extensive with new features, there are bugs in some of the new features provided by Lightning. One of them is in the Lightning datatable i.e if we delete the last row from the datatable using row actions then the control jumps to the last column of the second […]

Salesforce Accelerators

Author - Webner
04/30/2020
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8:52 am
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0 Comments
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Salesforce
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Post Views: 1,763

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 have common elements.

1-on-1 engagement: You as an individual or in a team will directly work with the specialist to make your situation understand and get relatable advice on it.

Tangible deliverables: You will get some sort of tangible deliverable, like a sample report or configuration plan.

Advisory: The majority of Accelerators are for your advice and not to work […]

Salesforce For Outlook – Installation, Uses, & Limitations

Author - Webner
04/24/2020
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5:44 am
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0 Comments
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Salesforce
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Post Views: 1,497

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 can directly interact with employees and analysis their potential or performance. With its help, You are also able to see your company’s growth. The salesforce is available for all departments like Marketing, sales, and commerce, etc. The salesforce integrates with any software easily, the outlook is one of them. In this scenario, we will see the method of salesforce for outlook installation.

How to install Salesforce for […]

Type of reserves maintained by Property and Casualty companies

Author - Webner
04/16/2020
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6:13 am
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0 Comments
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Salesforce
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Post Views: 6,601

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 settle some claims. To ensure the company reports and avoid unpleasant surprises, insurers assign a claim reserve to each incident that reflects their best estimate of the liability.

The term ‘Reserve’ is defined by the amount of money earmarked for a specific purpose. Theoretically, the reserve is an amount simultaneously with interest to be earned and premiums to be paid that will exactly be equal to all of the […]

SalesForce Apex Batch Class

Author - Webner
04/09/2020
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6:06 am
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0 Comments
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Salesforce
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Post Views: 2,215

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 we get from the Apex batch class is that we can overcome the SalesForce limitation of SOQL queries (total number of SOQL queries governor limit for synchronous operations being 100 and asynchronous operations being 200) that are executed in a single run. We can perform the manipulation of records in batches.

Implementation Process:

But for understanding the implementation of processing the SOQL operation in batch mode […]

Salesforce Service Cloud Introduction

Author - Webner
03/26/2020
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6:18 am
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0 Comments
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Salesforce
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Post Views: 1,320

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 service – Salesforce Service Cloud and how it revolutionized customer support by making interactions easier between an organization and its customers. Now we will understand how Salesforce Service Cloud can add value to the business. First, we need to know the Salesforce Service Cloud, the need for it and what all services it provides to engage customers.

What is it?

Service Cloud permits users to automatize service processes […]

Email option on object page in Salesforce Lightning

Author - Webner
03/24/2020
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5:41 am
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0 Comments
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Salesforce
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Post Views: 830

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 go with the following steps:-

Steps:

1) Go to Setup | Global Action
2) Create a new Send Email global action.

3) Go to the object manager and select the object in which you want to add this global action.
4) Go to Page Layout and choose the layout.
5) Choose Mobile & Lightning Actions.
5) Drag the Email action and drop it below into the Salesforce Mobile and Lightning […]

Salesforce Reports

Author - Webner
03/12/2020
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7:02 am
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0 Comments
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Salesforce
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Post Views: 1,965

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 towards its different goals, control expenses and increases profits. In Salesforce, we can easily create reports in different styles.
Reports can be created using a few clicks in a short time. We can also schedule the Salesforce reports.

There are basically four types of reports that we can create:

1. Tabular: It is used for listing a simple collection of data without any subtotals. This provides us […]

Push Data From Mautic To Salesforce

Author - Webner
03/09/2020
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6:29 am
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0 Comments
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Salesforce
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Post Views: 1,504

Pushing records from Mautic to Salesforce using Segments and Campaign

Below are the steps to push specific records (using filters) from Mautic to Salesforce:

Create Segment
Segments are the list of Contact records. Click on the segment tab and then click on the New button to create a new segment. The following window will open:

There are two tabs –

Details:- Here, we can add the Name, Alias, and Description of the Segment as shown above image.
Filters:- In this tab, we can add multiple filters in order to add specific contacts (which matches these filter criteria […]

Salesforce Health Cloud

Author - Webner
02/26/2020
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7:13 am
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0 Comments
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Salesforce
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Post Views: 1,853

Salesforce Health Cloud is a health IT CRM system that helps the doctor to take care of patients’ records and access data in a simple manner.

REQUIRED EDITIONS

Health Cloud (as of today) is available in Salesforce Classic and Lightning Experience. Available in: Enterprise, Performance, and Unlimited Editions

Health Cloud Architecture Overview

Health Cloud helps to take care of records of patients which mixes data of the patients from multiple information sources, as well as electronic medical records (EMRs), medical devices and wearables. It is a part of the system, personal communities, that allows secure collaboration […]

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