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Configure Renewal Notifications
You can send email notifications for policies that are up for renewal. When sending this email from Salesforce, you can select the organization-wide email address for the email’s From field and notifications are sent to email addresses listed in the member's Account record.
- Make sure all member Account records are associated with an email.
- From Setup, use Quick Find to search for org.
- Click Organization-Wide Addresses.
- Under User Selectable Organization-Wide Email Addresses, click Add.
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Enter the email details and click Save.
ImportantMake sure you use a valid email address. You receive a verification email at the address and need to take action to complete the process.
- When the renewal email batch job completes its run, you have the option to get an email notification. To set this up, navigate back to your org, use the App Launcher to open Vlocity Scheduled Jobs.
- Open PolicyRenewBatch.
- In Details, under Data Source Settings, enter the email ID in Email Address List. This is the email where you get the completion notifications.
- Click Save.
- To start the batch job scheduler and run it at intervals of 15 minutes, navigate to Setup and click Developer Console.
- From Debug, select Open Execute Anonymous Window.
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Enter this code and click Execute.
vlocity_ins.VlocityBatchFramework batchFramework = new vlocity_ins.VlocityBatchFramework(); batchFramework.startBatchScheduler('15 Minutes');
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