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Trailhead

Deliver Personalized Insurance Service with Financial Services Cloud

Salesforce via Trailhead

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Overview

Manage, track, and automate customer interactions with Financial Services Cloud
  • Learn how the insurance platform can help deliver connected customer experiences.
  • Deliver connected customer experiences with the insurance platform.
  • Optimize your Insurance for Financial Services Cloud setup with advanced configurations.
  • Use the insurance data model to plan, manage, and track your insurance business.

Syllabus

  • Insurance Agent Console for Sales and Service
    • Get Started with Insurance Agent Console
    • Give Sales Agents a 360-Degree View of Policyholders
    • Create a New Life Event
    • Review the Policies Tab
    • Give Service Reps a 360-Degree View of Policyholders
    • Automate Repetitive Business Processes with Salesforce Flow
  • Insurance for Financial Services Cloud Admin Essentials
    • Say Hello to Insurance for Financial Services Cloud
    • Get Started with Admin Essentials
    • Set Up Advanced Access to Insurance Features
    • Enable Distributor Performance Management
    • Set Up Producers
    • Set Up a Portal for Independent Insurance Agents
  • Insurance for Financial Services Cloud Admin Advanced Features
    • Set Up Life Events and Business Milestones
    • Set Up Essential Features of Insurance Policies and Claims
    • Set Up Advanced Features of Insurance Policies and Claims
    • Finalize Your Insurance Setup
  • Insurance for Financial Services Cloud Data Model Basics
    • Get to Know the Insurance Data Model
    • Explore Insurance Policy Coverage, Assets, and Transactions
    • Relate Producers, Policies, and Legal Entities
    • Say Hello to Insurance Claims
    • Understand Your Clients to Serve Them Better

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