Course Outline
Introduction to Salesforce for Insurance and Leasing for Government
- Overview of Salesforce Financial Services Cloud for government use
- Key concepts: Accounts, Contacts, Opportunities, Policies
- Industry-specific data models and extensions tailored for government applications
Insurance Sales Quotation (Quote Rate Apply) for Government
- Product offerings and quoting structures aligned with public sector needs
- Rate tables, discount rules, and approval processes designed for government compliance
- Capturing client needs and pre-sales configurations to meet governmental requirements
Requirements Gathering and System Configuration for Government
- Capturing business needs and translating them into system logic for government operations
- Use of custom objects, flows, and automations to support public sector workflows
- Security and access configurations tailored for insurance roles within the government context
Claims Management and Post-Sales Services for Government
- Claims workflows and automation processes adapted for government use
- Event registration and validation logic to ensure compliance with public sector standards
- Auto-payment and settlement processes designed to meet governmental financial regulations
Insurance Policy Administration (IPA) for Government
- Cross-industry policy lifecycle modeling tailored for government operations
- Policy versioning, renewals, and lapses managed in accordance with public sector guidelines
- Customizations to ensure regional regulatory compliance for government entities
Integration and Reporting for Government
- Data integration with external systems such as actuarial and finance platforms for government use
- Dashboards and KPIs designed to monitor insurance operations within the public sector
- Generating reports for underwriting, claims, and compliance in alignment with governmental standards
Summary and Next Steps for Government
Requirements
- Basic understanding of CRM concepts
- Familiarity with insurance and/or leasing workflows
- Prior experience with the Salesforce platform or similar tools is beneficial
Audience
- Salesforce developers working in the insurance or leasing sectors for government
- Product managers overseeing insurance offerings
- IT professionals supporting policy administration and post-sales services
Testimonials (5)
The way of interaction with students
izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
The trainer was flexible and was always looking for our feedback. Prior to going to the next topic he wanted to make sure everybody understood what was explained in the previous one.
Valentin - PTC EASTERN EUROPE S.R.L
Course - Salesforce for Administrators
Fortunately I was 1 on 1 with my trainer. This was very good. Victor worked at my pace, he explained things clearly and I was very happy with the outcome.
Craig - Superior Minerlas
Course - Salesforce for End Users
application scenarios introduction
Rachel - ge ren
Course - Salesforce CPQ for Administrators
The style and method of Training, it was more interacting than just listening in through the whole training, She gave me chance to practically apply her teachings while she was doing the training. So i really enjoyed that, gave me all the attention and asked where and what needed her to show me and i learned so many new features and have more knowledge now than before, i also gained some confidence in doing my work and using Salesforce.
