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Project for Insurance Domain
I have to start a salesforce project for my client who are an Insurance provider company (agents).
I have read about the things which suggest to go with the Financial Services Cloud. I have read its basics and workings on trailhead.
On the other hand when we go with the Insurance module then it shows the different screens, Objects and relations. You can check it in the below provided link.
(https://www.salesforce.com/in/solutions/industries/financial-services/insurance/?d=7010M000001y6x7)
The things which we want to know are as follows:
- Which cloud we need to use for the Insurance App.
- If it is financial services cloud then do we need to add the custom objects like Policies, PolicyHolder etc.
- Any helpful link to start with the Insurance app.
Thanks,
Jolly Birdi
I have read about the things which suggest to go with the Financial Services Cloud. I have read its basics and workings on trailhead.
On the other hand when we go with the Insurance module then it shows the different screens, Objects and relations. You can check it in the below provided link.
(https://www.salesforce.com/in/solutions/industries/financial-services/insurance/?d=7010M000001y6x7)
The things which we want to know are as follows:
- Which cloud we need to use for the Insurance App.
- If it is financial services cloud then do we need to add the custom objects like Policies, PolicyHolder etc.
- Any helpful link to start with the Insurance app.
Thanks,
Jolly Birdi