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コース概要
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
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
お客様の声 (4)
The way of interaction with students
izabela - BCA Polska Sp. z.o.o.
コース - Salesforce for Sales and Administration
幸いなことに、私はトレーナーと1対1でした。これはとても良かったです。 Victor は私のペースで仕事をしてくれました。彼は物事を明確に説明してくれたので、結果にとても満足しました。
Craig - Superior Minerlas
コース - Salesforce for End Users
Machine Translated
アプリケーションシナリオの紹介
Rachel - ge ren
コース - Salesforce CPQ for Administrators
Machine Translated
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.
