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Insurance
Digital Insurance Platform Consultant Learning Journey

Digital Insurance Platform Consultant Learning Journey

This learning journey is for anyone in a business role with a focus in the insurance industries. The journey will guide you through all of the Salesforce Industries product training courses and certifications that are needed to prepare you to consult on a Digital Insurance Platform implementation project.

Digital Insurance Cloud Consultant learning journey banner

Step 2: Learn OmniStudio

Learn how OmniStudio tools are used to rapidly build and deploy digital-first customer experiences across channels.

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Get Trained

Get to Know OmniStudio

OmniOut: OmniStudio Off-Platform

OR

Design and Administer an OmniStudio Solution (OMS335)

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Study and Prepare

OmniStudio Consultant Exam Guide

OmniStudio Consultant Trailmix

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Get Certified!

Schedule Your OmniStudio Consultant Exam

Certification Maintenance Schedule

Step 3: Go Deeper into Digital Insurance Platform Components

Use these learning paths to deepen your knowledge.

Explore how insurance customers design insurance quoting experiences and product models.

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Explore Insurance Quoting

Get to Know Insurance Quoting*

Insurance Quoting Documentation

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Learn Product Modeling

Insurance Product Modeling*

Design Product Models for Insurance Applications*

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Learn about the Digital Insurance Application Suites

Insurance Property & Casualty Application Documentation

Group Voluntary Benefits Application Documentation

* NOTE: This content is reserved for Salesforce Insurance customers only. If you are an Insurance customer and need access, send an email to vlocity.access@salesforce.com from your corporate email to request access.

Step 4: Keep Learning!

Use these learning paths to keep learning.

Keep growing your Digital Insurance skills with additional training.

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Learn About Contracts and Document Generation

Get to Know Industries Contract Lifecycle Management

Contract Lifecycle Management Documentation

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Learn about Business Rules Engine

Business Rules Engine

Business Rules Engine Documentation

Additional Resources

 
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