![]() Two Minor Configuration Tweaks in Salesforce.Create a Conga Template document, based on sample PDF provided in requirements gathering.Create a Conga Solution to house all of the document generation technology. ![]() Create a Form Template that creates/updates Case records.Configure the Case object to work with Youreka.In the following tutorial, we will accomplish this entire use case from A to Z, using the following steps: The resulting PDF will need to include an appendix with all of the photos captured in the Youreka form.īelow is a list of the technologies that we will be using to accomplish this:.The resulting PDF needs to have the Darn It Insurance logo on it.The resulting PDF needs to have both form data, as well as other important legal information, which has been provided to us as we build out the solution.The users need the ability to create a PDF manually from the Case record.Those same business users will need to be able to create a summarized document (PDF) from that Case and the associated Form to send to the customer.Business users will fill out a Youreka form which ties to the Case object in Salesforce.That field rep needs to complete a detailed survey of the condition of the car, which ultimately helps Darn It accurately document damages and process the claim.Īfter the field rep completes the assessment, a copy of that form needs to be sent to the customer in the form of a PDF. Darn It Insurance wants their PDFs to look like the following: From there, the customer service team sends a field rep out to assess the damage to the car. ![]() When a customer has a bear break into their car, they submit a case to Darn It's customer service team. Darn It Insurance is a company based in Denver, Colorado that is responsible for processing claims from customers whose cars have been broken into by bears. ![]()
0 Comments
Leave a Reply. |