Insurance Archives

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

Author - Webner
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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

Author - Webner
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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…