Post-Upgrade Tasks for Insurance

To complete your upgrade, perform required post-upgrade tasks.

• Activate and Deploy LWC OmniScripts
  Make OmniScripts available to Experience Sites, Lightning Pages, custom LWCs, and Lightning tabs by activating and deploying the OmniScript. If an error occurs during deployment the OmniScript will deactivate.
• Create and Activate Lightning Record Pages for Insurance
  Create Lightning record pages that apply to your org, and activate them to make them available to users.
• Edit Page Layout Assignments for Insurance
  After you upgrade, edit the page layout assignments for Product, Insured Item Spec, and Coverage Spec objects.
• Verify and Update Required Permissions for Quoting
  To view and create quotes, users must have access to certain information.
• Field-Level Security Permission Set for Fields on the Quote Object
  Provide your users with access to specific fields on the Quote object by creating a permission set.
• Field-Level Security Permission Set for Insurance Industries Extension Objects and Fields in Upgrades
  Provide your users with access to Insurance Industries Extension objects and fields by creating a permission set.