Web Development Archives | Insurance Software development

Salesforce | Create leads from google form responses

Author - Webner

Problem: How to create leads from google form responses?

We have a google form and we want to create leads from google form responses.

Solution: -To create lead from google form, follow these steps:-
1.Open google Sheet which contains the responses of google form.
2.Click on the Tools tab and then click on the script editor.

3. New Screen opens like this..

Write a code to insert data in the salesforce.

Here is the sample code that inserts leads from the google sheet. In this code, we are using HTML […]

How to Authorize Salesforce users to access Sharepoint Site’s Data

Author - Webner
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1:09 pm
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0 Comments
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Authorizing the Salesforce users to access Sharepoint Site’s Data

While integrating the Salesforce Org with the Sharepoint Site for accessing/viewing the Sharepoint Files in Salesforce Org, even after authenticating the Salesforce user to Sharepoint Site when a user tries to access the Sharepoint Files at Salesforce end, then the following ERROR occurs:

You are not authorized to perform that operation.”

Here are the steps which have to be followed in order to resolve this Issue (Or to authorize user at Sharepoint end):

1.Login to “Office 365” and go to the Site […]

Salesforce Security Review Introduction

Author - Webner
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1:29 pm
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0 Comments
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Salesforce Security Review

When we are creating any application to be published on the AppExchange, the role of the application security becomes indispensable. A Salesforce security expert looks at the application’s source code before an application is published. Additionally, they also check the external integrations to ensure proper security standards are followed. This is referred to as a security review. Once the application clears the security review test with zero security findings, only then it can be released onto the AppExchange. The security review also equips the partners and developers to meet the enterprise security […]

Insurance Agency Management System – Direct versus Agency Billing

Author - Webner
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6:29 am
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Basics first – Client is the insured person or who gets himself, his property or vehicle insured by the insurance company. Insurance company is also known as Insurance Carrier or insurer. And there is insurance agency that acts as interface between Client and Carrier to make it easy for Client to understand policy details and to bring more clients to the Carrier for which insurance agency gets commission.

The client who gets insured, will get billed for the policy premium. Who collects the premium from Client (Agency or Carrier) and it goes into whose bank account?
The answer to this question […]

Great British Discounts

Author - Webner
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8:41 am
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0 Comments
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Webner has been involved in the development of another highly successful platform – Great British Discounts , Click to view. Owned and promoted by L-EV8 Marketing, Great British Discounts is the go to site for those who want to avail the best deals in life. Great British Discounts is the choice of everyone because you get deals on all you need including but not limited to Baby products, Clothing, Footwear, Electronics, Jewellery, Travel, Hotels, Home, Garden, Food, Sports, Leisure, Health, Beauty, Finance, Insurance, Entertainment and Motoring.

Technically Great British Discounts is highly secure as it supports hundreds of payments everyday, hence […]

ACORD Forms autofill

Author - Webner

We get this request from a lot of clients in US insurance industry who want to generate ACORD forms automatically, means they want data of corresponding insurance Policy and other objects filled automatically in the editable ACORD PDF. Most of the clients have their data in a CRM system like Salesforce, and some clients have this data in a database. What users ideally want is to select an ACORD form number and click a button corresponding to a Policy, Vehicle, Account or some other related object, which should trigger the code that retrieves the data to fill and auto populates […]

Salesforce | System.VisualforceException: Getting content from within triggers not supported

Author - Webner
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5:41 am
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1 Comment
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Problem: System.VisualforceException: Getting content from within triggers is currently not supported.

Description: This Visualforce exception occurs when we use getContent method in the trigger of sobject.

Here is the code for which we got this exception:

Trigger code:
trigger updateStatus on sobject (before update) {
List List = new List();
for(sobject term : Trigger.new){
sobject oldOpp = Trigger.oldMap.get(term.Id);
if(term.Payment_Status__c ==’Paid’){
Messaging.SingleEmailMessage emailTobeSent = new Messaging.SingleEmailMessage();
PageReference pdf = Page.templateCOI; //Replace attachmentPDF with the page you have rendered as PDF
pdf.getParameters().put(‘Id’,term.Id);
pdf.setRedirect(true);
Attachment attach = new Attachment();
Blob b […]

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