Scribd
Upload
7 views3 pages

Admin Project 3

jhhjjh

Uploaded by

prabathkotti
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
7 views3 pages

Admin Project 3

jhhjjh

Uploaded by

prabathkotti
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 3

ADMIN PROJECT PART 3 - INSURANCE

Proj UC 24

Proj UC 25
Add a custom field "Amount after surrender" of currency type. Make this field as read
only for all profiles.
Add a custom field "Date of Birth" of date type. THis should be mandatory field.
Proj UC 26
Whenever new insurance policy is taken (when insurance record is created), send email
notification to customer (Contact's email) as below.
Dear {!contact name}
Thanks for taking ............ policy. Details
Name of the policy:
Monthly Premium:
Maturity Year:
Best Wishes,
Sales Team
Proj UC 27
Add a new custom field "Date of Surrendered" of date type if not there in the insurance
object. Make the Date of Surrendered as read only field to all profiles. Update this field
with current date whenever the policy is surrendered (when the status is updated
"Surrendered" in Insurance Object). Use record triggered flow to update the date of
surrendered field with current date when the status is changed to surrendered.
Further implement the below actions:
Update the field "Amount_after_surrender__c" as per the below calculation.
If the policy is surrendered within 5 years, only 75% of the paid amount will be settled.
If the policy is surrendered after 5 years, only 85% of the paid amount will be settled.
Note: The total paid amount (a rollup summary field in insurance object. This field
summed up all the child payment records) can be referred from insurance object.
Send email to customer with surrendered details.
Dear {!contact name}
We are sorry to hear about surrendering your policy - ...... However, we would like to
value your decision. Here the details of ......... policy. Details
Name of the policy:
Settlement amount after surrender:
Best Wishes,
Sales Team
Proj UC 28
Add a screen flow to collect the payment and implement this flow in insurance record
page.
Check this how to add a flow like this -
https://trailhead.salesforce.com/content/learn/modules/screen_flow_distribution/screen_fl
ow_distribution_page.
Screen 1: Get the policy no and the dob of the customer.
Get Record Element: Search for the matching customer based on the policy number and
the dob.
If the match is found, store the insurance record id into variable "varInsId" then go to
screen 2 below else show the message as "Invalid Policy No /DOB".
Screen 2: Collect the payment amount.
Create Record: Get the payment details above and insert payment record for the parent
Insurance record.
Once the payment is paid, show the successfull paid message with details of payment as
below.
Customer Name:
Amount Paid:
Policy NO:
Proj UC 29
Add a custom field "Due Date" of date type in insurance object.
Add a custom field "Due Date Preferred" of picklist type with values as below.
5th of every month
10th of every month
15th of every month
25th of every month
Whenever we create an insurance record, we choose customer preferred due date. Then
update the due date of next month accordingly.
Add a scheduled flow to run on every 1st of a month and update the due accordingly
based on the "Due_Date_Preferred__C" of picklist type added above and update the
"paid" field in insurance record to false.
Proj UC 30
Add a custom field in contact object as below.
Label Type Default value
Is Insurance Customer? Checkbox unchecked
Proj UC 31
Whenever any insurance record is created update the field "Is Insurance Customer" using
flow to true.

You might also like