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Set Up Bulk Renewal
Configure the flow and batch job definitions for the bulk renewal process.
- Set Up Bulk Renewal by Using Industries Batch Job
Set up a batch job that uses specific query criteria to identify eligible policies for renewal and to trigger the renewal process through a custom flow. The batch job definition must include a flow that runs for each policy record returned by the query. Call the renewInsurancePolicies invocable action within this flow to queue each policy for renewal. The renewInsurancePolicies invocable action is available out of the box, but you must manually create and configure the flow to use it. Schedule the batch job by using a schedule-triggered flow to run the renewal process at a specified time. - Set Up Bulk Renewal by Using a Custom Action
Use a custom Apex action to renew specific policies outside the bulk job flow.
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