Get Started with Admin Essentials | Insurance for Financial Services Cloud Admin Essentials
Автор: Tejas Vispute
Загружено: 2023-08-01
Просмотров: 182
Описание:
Get Started with Admin Essentials:
Learning Objective:
Assign the FSC Insurance permission to set the license and give users access to additional objects and functionality.
Edit sharing settings for insurance objects and encrypt insurance fields.
Give agents a consolidated view of policyholders’ life events, policies, and claims.
Create a custom account record page and configure related lists for policies, life events, and business milestones.
Add the Policy and Life Events or Business Milestones components to an account record page and activate the custom account record page.
https://trailhead.salesforce.com/cont...
Playlist:
Trailhead: • Fulfill Salesforce
Salesforce CPQ: • Salesforce CPQ
LWC Scenario: • Salesforce Scenario
Salesforce Shorts: • Salesforce Shorts
Apex Triggers: • Apex Triggers
Financial Services Cloud: • Financial Services Cloud
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