Setup and Configuration of the Initiate Vehicle First Notice of Loss Service Process
Help your service reps to record important details of an auto claim by enabling the Initiate Vehicle First Notice of Loss service process through Service Process Studio.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
Here are the artifacts and components used for this process.
| Type | Name | What it does |
|---|---|---|
| Omniscript | FSCINS/FirstNoticeOfLoss | Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| Flow Orchestrator Work Guide | Name: Process FSC INS Initiate Vehicle First Notice of Loss API Name: FSCINSVehicleFNOL |
Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | FirstNoticeOfLoss | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSCINS/FirstNoticeOfLoss/Multi-Language | Adds an Omniscript to the Action Launcher component. |
- Assign Permissions for the Initiate Vehicle First Notice of Loss Service Process
To use the Initiate Vehicle First Notice of Loss service process, assign the relevant permissions to your users. - Clone the Omniscript for the Initiate Vehicle First Notice of Loss Service Process
Give your users a guided path for completing the request intake process in the Initiate Vehicle First Notice of Loss service process. Use the Omniscript as is, or customize it to meet your business needs. - Clone the Initiate Vehicle First Notice of Loss Salesforce Flow
Show your users the step-by-step instructions for submitting the Initiate Vehicle First Notice of Loss request for a client. Customize the flow to meet your business needs. - Include Your Company Logo in Initiate Vehicle First Notice of Loss Service Process Communications
Use your company logo in an email template and use the template with the Initiate Vehicle First Notice of Loss service process for customer interactions. - Create an Initiate Vehicle First Notice of Loss Service Process from a Template
Create a unique version of the Initiate Vehicle First Notice of Loss service process to provide a personalized and seamless experience for your users. - Add Data Attributes for the Initiate Vehicle First Notice of Loss Service Process
Create data attributes to store the information that a customer provides. The Initiate Vehicle First Notice of Loss service process has predefined data attributes. Create more data attributes based on your business needs. - Create an Initiate Vehicle First Notice of Loss Action
Create an action launcher deployment that uses the service process template to give your users quick access to the Initiate Vehicle First Notice of Loss Omniscript. If you already have an action launcher deployment, add the Initiate Vehicle First Notice of Loss Omniscript to it. - Add the Initiate Vehicle First Notice of Loss Action to the Account Page
To enable your users to quickly access the Initiate Vehicle First Notice of Loss Omniscript, add the Initiate Vehicle First Notice of Loss action launcher to the account page layout. - Add the Initiate Vehicle First Notice of Loss Action to the Policy Record Page
To enable your users to quickly access the Initiate Vehicle First Notice of Loss Omniscript, add the Initiate Vehicle First Notice of Loss action launcher to the policy record page layout. - Configure State and Country or Territory Picklists For Initiate Vehicle First Notice of Loss
Standard or custom address fields use picklists for the State and Country address fields. Before you enable standard or custom address fields, configure the State and Country or Territory picklists. Configuring picklists ensures continuity and data integrity with existing state, country, and territory data and customizations.
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