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          Vlocity Insurance and Health Guest User Changes

          Vlocity Insurance and Health Guest User Changes

          A subset of the Vlocity Insurance services has been enhanced to work with guest users following Salesforce best practices.

          For authenticated users, there are no changes or impacts. They can still use record IDs as the input, and the services work as before the update.

          For a guest user, the services only work if the main IDs (Quote ID, Account ID, etc.) are encrypted. If it’s not an encrypted ID, then the service returns an error. Also, in some classes, not all methods have been updated for the guest user. If these methods are called, an error message is returned (“Method <Name> is not supported for Guest User.”).

          Important
          Important

          Only the Vlocity Insurance services mentioned below have been upgraded. Do not allow unsupported services for the guest user. To do this, complete these tasks:

          • Grant the guest user access to the supported Apex classes. Include the supported Apex classes in the profile or permission sets associated with the guest user.

          • Enable the Remote Action access control.

          GuestUser Profile with the vlocity_ins.InsCensusService apex class enabled.

          Insurance Services with Guest User Support

          As of Summer '20, the following Insurance services support guest users.

          • InsQuoteService: createUpdateQuote

          • InsQuoteService: cloneQuote

           
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