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InsPolicyService createRenewalQuote: Quote Name Not Populated from PolicyName

公開日: Jul 6, 2026
説明

Developers and admins using the InsPolicyService createRenewalQuote service to generate renewal quotes may notice that the resulting Quote.Name field does not reflect the value stored in InsurancePolicy.PolicyName. This is a common source of confusion because users expect the policy name to carry over to the renewal quote automatically.

The root cause is that the createRenewalQuote service maps the source InsurancePolicy.Name field (the standard Salesforce record name field) to the target Quote.Name field. The service does not evaluate or map the InsurancePolicy.PolicyName attribute, which is a separate field used in the Financial Services Cloud Insurance data model. As a result, if your policy name value is stored in PolicyName rather than Name, the renewal quote name will not be populated as expected.

解決策

Update Quote.Name after the renewal quote is created

1. Call the InsPolicyService createRenewalQuote service as normal to generate the renewal quote.
2. After the service completes, retrieve the newly created Quote record using the returned Quote ID.
3. Read the InsurancePolicy.PolicyName value from the source policy record. For example, retrieve the field value "Home Policy - Smith Household 2024."
4. Update the Quote.Name field on the new renewal quote with the PolicyName value using a Flow or Apex trigger

その他のリソース

InsPolicyService:createRenewalQuote

ナレッジ記事番号

005387151

 
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Salesforce Help | Article