Customize FlexCard–Based Policy 360 by Using Integration Procedures
Customize integration procedures in OmniStudio.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
OmniStudio Integration Procedures are declarative, server-side processes that run multiple actions in a single-server call. Integration procedures can read and write data from Salesforce and from external systems by using REST API calls, and can call Apex code.
You can customize these integration procedures:
- InsuranceFSCISE_GetConsolidatedPoliciesCount_Procedure
- Customize the policy consolidation behavior, such as read, count, and merge policies for household and non household accounts.
- InsuranceFSCISE_ReadAccountPolicies_Procedure
- Customize the count of policies and policy filtering options based on the policy status.
- InsuranceFSCISE_ReadAllPoliciesForConsolidatedView_Procedure
- Customize the pagination behavior when you plan to show a consolidated view of all policies.
- InsuranceFSCISE_ReadKPIdetails_Procedure
- Customize the grouping and merging criteria for policies based on the policy status.
- InsuranceFSCISE_ReadPoliciesForHouseholdAccount_Procedure
- Customize the criteria to retrieve policies and assets related to household accounts.
- InsuranceFSCISE_ReadPoliciesForNonHouseholdAccount_Procedure
- Customize the criteria to retrieve policies and assets related to non household accounts.
- InsuranceFSCISE_ReadPoliciesTypesFromAccount_Procedure
- Customize the criteria to show the types of policies that are available for user accounts.
- InsuranceFSCISE_ReadPolicyTransactions_Procedure
- Customize the criteria to search for policy transactions.
To customize an integration procedure:
- From the App Launcher, find and select OmniStudio.
- In the OmniStudio app, from the navigation bar, select OmniStudio Integration Procedures.
- To customize an integration procedure, click the procedure.
Did this article solve your issue?
Let us know so we can improve!
