Category: Insurance
Salesforce Dashboard Customization
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
How to get Salesforce object records with only required fields in Apex
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 =
Data Model, Objects, and Relationships in Salesforce
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
Introduction to Cash Flow Statement
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
Mapping signature image to ACORD FORM
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
ACORD Forms autofill
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