Insurance Archives

What is Salesforce?

Author - Webner
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What is Salesforce?

Salesforce is a customer relationship management tool (CRM), which is used to keep track of a company’s relationship with its existing and potential clients.

Salesforce is a cloud-based software company that provides its customers with a platform to develop their own applications without Read more…

Salesforce Remote Site Settings

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An Apex callout enables you to tightly integrate your Apex with an external service by making a call to an external Web service or sending an HTTP request from Apex code and then receiving the response and When we want to make a callout from Salesforce then we need to Read more…

Salesforce Trailhead Community

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The thought behind Salesforce Trailhead is that it guides you through how to learn Salesforce. It permits individuals with all degrees of Salesforce information to investigate and learn through a free Salesforce asset with no related knowledge required.
In addition to the fact that it teaches you, however as you Read more…

Performance Testing of Salesforce

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While using a software application If the end-user is facing difficulties like: “Read timeout error” “An internal server error has occurred,” and “Service unavailable” then it’s sure that you have some performance-related issues with your application. These performance issues affect user satisfaction, user experience, and the reputation Read more…

Query Plan in Salesforce

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The Query Plan tool within the Developer Console can help speed up SOQL queries done over large volumes. Use the Query Plan tool to optimize and speed up queries done over large volumes.

Enable and Use the Query Plan Tool

In the Developer Console, click Help | Preferences
Set Read more…

How to call Salesforce API from Postman

Author - Webner
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To verify the output of a web service in salesforce we need to connect it with the postman. To connect salesforce with postman we need to follow these steps.

Get access token:- To get access token.

Click on the authorization tab in the request section.
Select OAuth2.0 Read more…

Lightning Web Component (Salesforce)

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LWC is a new programming model leveraging recent web standards. This framework is quite powerful and allows developers to do customization with the best approach. Web Standards and Specialized services like Base Lightning Components, Lightning Data Service, and User Interface API allow in achieving the Modern Rich UI Implementations in Read more…

Salesforce Einstein

Author - Webner
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Salesforce Einstein is the first encompassing AI for CRM. Einstein is an integrated set of AI technologies that make Salesforce Customer 360 degrees smarter and bring AI to trailblazers everywhere.

Salesforce is one of the earliest adopters of AI capabilities and technology and therefore the largest customer relationship management software Read more…

Salesforce Dashboard Customization

Author - Webner
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Dashboards in Salesforce are the graphical representation and easily understandable visual presentation of reports data in salesforce. Salesforce dashboards have some visual representation components like graphs, visualforce pages, charts, tables, gauges, and metrics. Salesforce dashboard components are used to represent data. One can use up to 20 components in a Read more…

How to get Salesforce object records with only required fields in Apex

Author - Webner
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Problem:

If you want to get records with dynamic fields (all fields or only required fields) selection of an object in Salesforce.

Solution:

List normalFields = new List();
List requiredFields = new List();
Schema.DescribeSObjectResult objectDetails =
ObjectName.sObjectType.getDescribe();
Map fieldsMap = objectDetails.fields.getMap();
for(String fieldName : fieldsMap Read more…

Data Model, Objects, and Relationships in Salesforce

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A data model is defined as a method to represent tables in the database in an understandable human language. Tables in the database are used to understand the relationships among different objects.

From a database point of view, a table and object are similar, fields present in the object are Read more…

Introduction to Cash Flow Statement

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Cash Flow Statement
Cash Flow Statement is one of the types of financial reporting statement. Cash Flow Statement includes all the transactions of cash whether it is cash given to others in the form of Cash Disbursements or cash coming from the others in the form of Cash Read more…

Mapping signature image to ACORD FORM

Author - Ashish Gautam
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Mapping signature image to ACORD FORM

In most of the ACORD forms we’ve Authorized signature box in which we fill the name of some Authorized person and we can also map the signature image of the person along with the text name of the authorized Read more…

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 Read more…