Scribd
Upload
586 views

Admin Project

1) Create an Insurance app that includes an Insurance_c custom object with a master-detail relationship to the Contact object. This allows a contact to have multiple insurance policies. 2) Configure field dependencies and lookups between insurance type, sub-type, period, and premium fields. Add necessary tabs, page layouts, and import sample data. 3) Create report and dashboard rollups to show insurance counts, values, statuses for each contact. Restrict editing of surrendered policies.

Uploaded by

Thatikonda Sneha
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
586 views

Admin Project

1) Create an Insurance app that includes an Insurance_c custom object with a master-detail relationship to the Contact object. This allows a contact to have multiple insurance policies. 2) Configure field dependencies and lookups between insurance type, sub-type, period, and premium fields. Add necessary tabs, page layouts, and import sample data. 3) Create report and dashboard rollups to show insurance counts, values, statuses for each contact. Restrict editing of surrendered policies.

Uploaded by

Thatikonda Sneha
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 4

Admin Project

Insurance project:
Customer details are in contact object and Insurance details are in
“Insurance_c” given below. Create master details relationship in such a way
that customer may have more than one Insurance policy.

Insurance_c
Field Label Types Values
Insurance No Picklist INS-{000},0001
Insurance Types Picklist Life Insurance, Motor
Insurance
Sub-Types Picklist Term plan, Unit Linked
Insurance plan, Third
party Insurance Fire
Insurance period Picklist 10,20.30,3&2
Yearly premium Formula If Term plan=>100USD,
If Unit Linked Insurance
plan=>130USD, If Third
party
Insurance=>75USD
Status Picklist In force, Claimed,
Surrendered
Maturity Date Formula Today+ Insurance
period
Insurance value Formula Yearly
premium*Insurance
period
Date of Surrendered Date
Insure Master-detail To contact object

1) Create data modelling (object Relationship),Tab and include under new


custom app called “Insurance” create both classic and Lightning
2) Create Field dependency between Insurance type and sub-types as
follows

Insurance Types Sub-Types


Life Insurance Term plan
Life Insurance Unit linked Insurance plan
Motor Insurance Third party Insurance
Motor Insurance Fire

Insurance Types Insurance period


Term plan 10,15,20
Unit linked Insurance plan 10,15
Third party Insurance 3,2
Fire 2

3) Add necessary tabs under the app insurance


4) Customize page layout mark the status as required
5) Add at least 20 contact records and 3 to 5 Insurance records for each
contact use import wizard/data loader
6) Roll up total number of policies under each contact
7) Roll up total no of life Insurance and total no of motor Insurance for
each contact
8) Roll up how many in force and surrendered
9) Do not allow users to edit the policy records if surrendered and claimed
10)Custom-profile-Insurance (od salesforce platform License)
Object Create Read Edit Delete
Contact Yes Yes No
Insurance Yes Yes

11) Create roles


Insurance VP
↓
Insurance Manager
↓
Insurance Agent
12)Create below users and assign the profile and roles as given
Name of User User License Profile Role
(cloned from
salesforce
plat form)
Sam Jacob Salesforce platform Insurance Insurance VP
Ram Kumar Salesforce platform Insurance Insurance
Manager
Suresh Reddy Salesforce platform Insurance Insurance
Agent

13) Email to Insurance Manager whenever the Insurance is surrendered


I. Create a public group and include the users in the role insurance
Manager & Insurance VP
II. Create an email template and include the below Message
Subject: {! Insurance_c, Sub-Types}
Has been surrendered

Dear manager

The below Insurance has been surrendered

Details

Insurance Name: {! Insurance_c, Sub-Types}


Insurance Value: {! Insurance_c, Insurance_value_c}

Date of Surrendered:
Maturity date:

Regards,

Insurance Team.
14) Update date of surrendered with current date when status is changed to
surrendered.
15) Implement validation to avoid users editing the status from surrendered to
any other values and also restrict changing the field Insurance types
16) Provides extra permission only to users Sam Jacob & Ram Kumar to edit
the Insurance records
17) Provide extra permission only to users Sam to edit the contact records
18) Restrict users to edit the Insurance records except users in the role of
Insurance manager should be able to edit the Insurance Records which are not
surrendered
19) Create a report of Insurance which shows total policy values by customer
with a funnel chart
20) Create a welcome message on the home page (Lightning) and /or sidebar
(do this in classic also)

You might also like