Setup and Configure the Request Insurance Proof Service Process
Use the Service Process Studio to enable the Request Insurance Proof service process to give your reps a simplified process for requesting a proof of insurance.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Here are the artifacts and components used for the Request Insurance Proof service process:
| TYPE | NAME | WHAT IT DOES |
|---|---|---|
| Apex | FSCInsServiceProcessSendEmail | Implements the business logic required for the service process integration. |
| Omniscript | FSCIns/RequestInsuranceProof | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Insurance Proof Request | Activates the record-triggered flow orchestrator whenever a request is made, attempts to process it, and acts based on the outcome. |
| Service Process Template | Request Insurance Proof | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | FSCIns/RequestInsuranceProof/Multi-Language |
Adds Omniscript to the action launcher component. |
- Assign Permissions for the Request Insurance Proof Service Process
To enable your users to access the Request Insurance Proof service process, assign the relevant permissions to them. - Create a Proof of Insurance Template and Clone the Proof of Insurance Omniscript
Create a customizable Proof of Insurance template and clone an Omniscript for guided insurance proof requests. - Clone and Activate the Process Insurance Proof Request Flow
Use the Process Insurance Proof Request orchestration to show your service reps the step-by-step instructions to submit an insurance proof request for a user. Customize the flow to meet your business needs. - Add the Case Details Component to Show Request Insurance Proof Service Process Data
To show your service reps the data attributes associated with a service process request for a case, add the Case Details Lightning component to the case record page. - Create a Request Insurance Proof Service Process from a Template
Create a unique version of the Request Insurance Proof service process and enter the details. - Add Data Attributes for the Request Insurance Proof Service Process
Create data attributes to store the information from a client. The Request Insurance Proof service process has predefined data attributes. Create more data attributes to suit your business requirements. - Update the Process Insurance Proof Request Salesforce Flow for Service Catalog Requests
To trigger the Process Insurance Proof Request Salesforce flow only for updates in response to service catalog requests, connect the SvcCatalogItemDefinitionID field to your Request Insurance Proof service process. Update the Start element in the cloned Process Insurance Proof Request Salesforce flow and add your Request Insurance Proof service process API name. When a case is created, a service catalog request is created. - Create a Request Insurance Proof Action
To give your users quick access to the Request Insurance Proof Omniscript, create an action launcher deployment that uses the service process template. If you have an existing action launcher deployment, add the Request Insurance Proof Omniscript to it. - Add the Action to the Account Page for the Request Insurance Proof Service Process
To give your users quick access to the Request Insurance Proof Omniscript, add the Request Insurance Proof action launcher component to the account page layout. - Configure the Request Insurance Proof Omniscript
Customize the default configuration for Proof of Insurance Omniscript according to your business requirement. - Required Omniscript Components for the Request Insurance Proof Service Process
Verify that the required components are in place in Salesforce to support the Request Insurance Proof service process. The Proof of Insurance Omniscript calls these Integration Procedures, Omnistudio Data Mappers, Flexcards, and Apex classes.
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