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            Set Up Custom Field Mapper for Insurance Industries Extension

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            Set Up Custom Field Mapper for Insurance Industries Extension

            To get Insurance Policy items to display correctly, download the CustomFieldMap file from Static Resources, then install it as a DataPack.

            1. Delete existing Insurance Industries Extension mappings.
              1. From the App Launcher, find and select Field Mapper.
              2. In Source Object, select Quote<Quote>.
              3. In Destination Object, select Insurance Policy<InsurancePolicy>.
              4. Click Load Settings.
              5. Select all fields in the Fields Map section.
              6. Click Delete.
              7. Repeat steps 4-6 with Insurance Policy<InsurancePolicy> as the Source Object and Quote<Quote> as the Destination Object.
            2. Download and install the FSCCustomFieldMap file.
              1. From Setup, in the Quick Find box, enter Static Resources and then select Static Resources.
              2. Click DP_CUSTOM_FSCCustomFieldMap.
              3. Right-click View File and select Save Link As.
              4. Add .JSON as an extension to the end of the filename suggested. Browse to a place on your local computer where you can find the file again easily, and then click Save.
              5. Back in your org, from the App Launcher, find and select OmniStudio DataPacks.
              6. Click the Installed tab.
              7. Click Import From, and then select From File.
              8. Click Browse, then navigate to the DP_CUSTOM_FSCCustomFieldMap.JSON file on your local computer.
              9. Click Open, and then click Next.
              10. In the Select Items to Import window, make sure all the items are selected, and then click Next.
              11. Click Next again. When the import is complete, click Done.
            3. Verify the custom field mappings for the Insurance Policy object.
              1. From the App Launcher, find and select Field Mapper.
              2. In Source Object, select Quote<Quote>.
              3. In Destination Object, select Insurance Policy<InsurancePolicy>.
              4. Click Load Settings.
              5. Verify the mapped fields listed in the Fields Map, and add other custom field mappings as needed.
            4. Verify the custom field mappings for the Quote object.
              1. From the App Launcher, find and select Field Mapper.
              2. In Source Object, select Insurance Policy<InsurancePolicy>.
              3. In Destination Object, select Quote<Quote>.
              4. Click Load Settings.
              5. Verify the mapped fields listed in the Fields Map, and add other custom field mappings as needed.
             
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