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Package Installation Flows for Insurance Upgrades
Your release includes new managed packages. If you plan to use the Insurance Industries Extension package, you have two managed packages to install. Otherwise, you have just one package to install.
Package Installation Flow with the Insurance Industries Extension Packages
To use all of the great features in our Insurance Industries Extension package, you must have the required licenses.
If you're using Insurance, you must have a Salesforce FSC license, a Policy Administration license, and a Claims Management license.
Complete tasks in this order:
- Install the Insurance and Vlocity Health Managed Package.
This package contains data model extensions, Apex Insurance services, templates, cards, Lightning components, product modeling components, and rating engine components.
- Install the Insurance Industries Extension Managed Package.
This package contains Insurance components for use with Salesforce Financial Services Cloud. Install this package in addition to the standard managed package only if you use Salesforce Financial Services Cloud.
If you have the add-on licenses for Policy Administration and Claims Management, you must enable these features before you install the Insurance Industries Extension Managed Package. From Setup, in the Quick Find box, enter Insurance, and then select Insurance Settings. Enable Policy Administration and Claims Management.
If you use group benefits, see Give Users Access to Group Benefits in the Salesforce Data Model.
