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            Embed Likelihood of Renew Policy Dashboard in Lightning Pages

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            3. Financial Services Cloud Admin Guide

            Embed Likelihood of Renew Policy Dashboard in Lightning Pages

            The Policy Renewal Prediction app includes the Likelihood of Renew Policy dashboard that you can embed and access in Lightning Experience pages.

            Required Editions

            Available for an additional cost in: Enterprise, Performance, and Unlimited Editions where Financial Services Cloud for Insurance is enabled and Vlocity Insurance is installed

            Give users quick access to the Likelihood of Renew Policy dashboard by embedding it on Lightning pages in your org.

            Embed the Dashboard
            Dashboard String
            Likelihood of Renew Policy {“datasets”:{“ED_Vlc_LikelihoodToRenewPolicy”:[{“fields”:[“NameInsuredId”],“filter”:{“operator”:“in”,“values”:[“$Id”]},“locked”:null,“hidden”:null}]}}

            For detailed instructions for embedding dashboards, see Embed Dashboards in Lightning Pages in Salesforce Help.

             
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