Insurance Archives

What Role Does Insurance CRM Play in Agency Management?

Author - Webner
|
0 Comments
|

Agency management software, according to the definition, is a digital solution that enables life, health, and property & casualty insurance agencies to automate their day-to-day duties and increase the efficiency of their operations. The new-age insurance CRM software has been developed to meet the needs of insurance agencies Read more…

Create Component In LWC and display in salesforce page

Author - Webner
|
0 Comments
|

Following are the steps to create component in LWC and display in salesforce page:

Create Default Search org from VS code.

Authorize an Org.

Create Lightning web component.

After creating the lightning web component it will show the component under the LWC folder as shown in the image Read more…

How to Pass Data From one Component to another Component in Lightning Using Events

Author - Webner
|
0 Comments
|

We can send data from One Lightning Component to Another Lightning Component using Events. We can use Application Events to send data from one Lightning Component to another.

We have to follow 4 steps to send data from one component to another component.

Create Event
Register Event
Fire Read more…

Date Time format in CSV to upload on Salesforce

Author - Webner
|
0 Comments
|

While uploading CSV to create records in Salesforce using workbench. Sometimes we need to upload date-time fields. I have used many formats which were suggested in the Salesforce documentation but none of them works for me. The only format for date-time which works is
YYYY-MM-DDTHH:MM Read more…

Features of lightning:recordEditform, force:recordData, lightning:recordViewform in Salesforce Lightning

Author - Webner
|
0 Comments
|

In salesforce lightning, sometimes we need to create, edit and save the records in the component. This is the time 3 types of components come into mind that arṣe recordEditform, RecordViewfrom, and recordData. We always get confused about which one to use.
The functionality of these components is basically Read more…

Salesforce | Lightning Web component Lifecycle hooks

Author - Webner
|
0 Comments
|

Lightning Web component Lifecycle Hooks:

These are the callback methods that execute at a specific phase of the Lightning Web component’s lifecycle. There are various types of lifecycle hooks:

constructor(): This method executes whenever the web component is initialized. The flow of execution is from Read more…

‘System.LimitException: Too many query rows: 50001’ error in Salesforce

Author - Webner
|
0 Comments
|

As we know, Apex runs in a multitenant environment so to restrict the runaway apex code/processes to acquire shared resources, the Apex runtime engine strictly enforces these governor limits. These governor limits count for each Apex transaction. For each execution of a batch, these limits are reset in its Read more…

How to create a collapsible section in Salesforce LWC

Author - Webner
|
0 Comments
|

Problem: We can create a collapsible section in Salesforce Lightning Web Component using slds-section slds-is-open LWC classes or HTML <details> tag. But we are are using LWC classes slds-section and slds-is-open we need to provide svg icon as given the below Read more…

How to change the label of a field created by a managed package?

Author - Webner
|
0 Comments
|

If we try to edit a managed package field from the object manager, it will allow you to edit very few details but it will not allow you to edit the label of the field. Both Field Label and Field Name is disabled as you can see in the screenshot Read more…

How to create a scratch org with namespaces in Salesforce DX

Author - Webner
|
0 Comments
|

Salesforce DX is a platform that allows us to create multiple scratch Orgs with namespaces equivalent to the packaging organization. In order to achieve this, firstly link your Dev Org with namespaces to the Developer Hub Org. This process is also known as registering namespaces.

To register a namespace in Read more…

Lightning Record Edit Form (LWC)

Author - Webner
|
0 Comments
|

In Salesforce, LWC allows us to use lightning-record-edit-form which implements Lightning Data Service and doesn’t require any additional Apex controllers to create or update record data. It also takes care of field-level security and sharing for us, so that users can only see Read more…

Home insurance and Property Insurance

Author - Webner
|
0 Comments
|

Home Insurance:

Home Insurance is also called Homeowner Insurance. This is a type of Property Insurance that usually covers the damages and losses to the Individual’s residence along with the furnishings and other assets in the home. This Insurance policy has various personal Read more…

How to create Salesforce Sites?

Author - Webner
|
0 Comments
|

Salesforce Sites enables you to create public websites and applications which directly integrate with your Salesforce organization—without requiring any login.

To set up a Salesforce Site:

From Setup, enter Sites in the Quick Find box, then select Sites.
Register a custom Salesforce Sites domain for your organization Read more…

Field History Tracking

Author - Webner
|
0 Comments
|

In Salesforce, we can track changes up to 20 standard or custom fields in an object. This history can be viewed on a record’s History related list or through History reports.
For each field, tracking logs the date and time of change, the user making the change, and old Read more…

Global picklist set in Salesforce

Author - Webner
|
0 Comments
|

A Custom picklist is a list tied to a particular object as a field on the object.

A Global picklist is which exists independently as a global value set. Its values are shared with any object picklist based on it.

Steps to add Read more…

What is Salesforce?

Author - Webner
|
0 Comments
|

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

Author - Webner
|
0 Comments
|

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

Author - Webner
|
0 Comments
|

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

Author - Webner
|
0 Comments
|

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

Author - Webner
|
0 Comments
|

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…