Loading
Agentforce and Einstein Generative AI
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Insurance | Generate Proof of Insurance

            You are here:

            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            Insurance | Generate Proof of Insurance

            Generates a proof of insurance document and attaches it to a policy.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions
            Permissions Needed
            To use Financial Services Cloud:

            Financial Services Cloud Extension

            OR

            FSC Foundation

            OR

            FSC Sales

            OR

            FSC Service
            To use Insurance Service Assistance: Einstein for Financial Services user permission
               
            To generate proof of insurance documents:

            Industry Service Excellence

            AND

            Omnistudio User or OmniStudio Admin

            DocGen User or DocGen Designer
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name GenerateProofOfInsurance
            Reference Action Type Standard Action
            Does this action execute one or more prompt templates? No
            Required Setup Agentforce for Financial Services: Insurance Service Assistance
             
            Loading
            Salesforce Help | Article