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課程簡介
Introduction to Salesforce for Insurance and Leasing
- Salesforce Financial Services Cloud overview
- Key concepts: Accounts, Contacts, Opportunities, Policies
- Industry-specific data models and extensions
Insurance Sales Quotation (Quote Rate Apply)
- Product offerings and quoting structures
- Rate tables, discount rules, and approval processes
- Capturing client needs and pre-sales configurations
Requirements Gathering and System Configuration
- Capturing business needs and translating into system logic
- Use of custom objects, flows, and automations
- Security and access configurations for insurance roles
Claims Management and Post-Sales Services
- Claims workflows and automation
- Event registration and validation logic
- Auto-payment and settlement processes
Insurance Policy Administration (IPA)
- Cross-industry policy lifecycle modeling
- Policy versioning, renewals, and lapses
- Customizations for regional regulatory compliance
Integration and Reporting
- Data integration with external systems (e.g., actuarial, finance)
- Dashboards and KPIs for insurance operations
- Generating reports for underwriting, claims, and compliance
Summary and Next Steps
最低要求
- Basic familiarity with CRM concepts
- Understanding of insurance and/or leasing workflows
- Some experience with Salesforce platform or similar tools is helpful
Audience
- Salesforce developers working in the insurance or leasing industry
- Product managers responsible for insurance offerings
- IT professionals supporting policy administration and post-sales services
21 時間：
客戶評論 (4)
与学生的互动方式
izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
機器翻譯
幸運的是，我和我的教練是一對一的。這非常好。維克多按照我的節奏工作，他清楚地解釋了事情，我對結果非常滿意。
Craig - Superior Minerlas
Course - Salesforce for End Users
機器翻譯
應用場景介紹
Rachel - ge ren
Course - Salesforce CPQ for Administrators
機器翻譯
The style and method of Training, it was more interacting than just listening in through the whole training, She gave me chance to practically apply her teachings while she was doing the training. So i really enjoyed that, gave me all the attention and asked where and what needed her to show me and i learned so many new features and have more knowledge now than before, i also gained some confidence in doing my work and using Salesforce.
