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            Configure Alerts for Policies and Claims

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Configure Alerts for Policies and Claims

            You can push alerts on clients’ policies and claims from your core policy management system. Alerts appear when an agent views a client’s policies or claims on the account page.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
             
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