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Insurance
Verify the CustomFieldMap for Quote

Verify the CustomFieldMap for Quote

After you install the FSCCustomFieldMap file, verify the custom field mappings for the Quote object.

  1. From the App Launcher, open 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 on the Fields Map panel.

    Add other custom field mappings as needed.

Head back to Manual Post-Upgrade Tasks for Vlocity Insurance with Insurance Industries Extension and complete the next task in the list.

 
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Salesforce Help | Article