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Claim Wizard

By Salesforce Labs

Submit and Process claims like a wizard

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Free  

Never requires payment

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A multi-user guided claim management wizard that can be used by both customer and support agent.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Essentials

App Details

Version
Claim Wizard/Spring 2022 1.9.0
Listed On
06/21/2022
Latest Release
01/09/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 15
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.9.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/21/2022

Additional Details

A step by step guided claim wizard that can be used by both customer and support agent. Including related custom fields, app, lightning pages and custom metadata. With proper license, agent would be able to gather claim images from customer via VRA session. Further approval process done via flow orchestrator.

Need help?

Salesforce Labs

San Francisco, CA, USA

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