agency management | Insurance Software development

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

Author - Webner
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1:09 pm
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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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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 Major Features and Other Details

Author - Webner
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11:28 am
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This post tries to give a short introduction to most of the core features inside an Agency Management System. It is compiled based on our experience of developing multiple AMS. Check our website https://winsurtech.com/ to learn more about us or write to us at our development email id dev@webners.com in case you need help with development or enhancement of your own AMS. Also check our free Web based AL3 viewer at http://al3.webnerserver.com/ and Our Proposal Management System (https://www.proposalways.com/).

As you will read below AMS […]

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