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Developer Forums User (Inactive) (Salesforce Developer Forums) perguntou em #CRM Configuration
25 de jul. de 2016, 05:50

how to start insurance project

Hello, I want to make insurance app for one of my customer. There is an insurance salesforce edition (Professional edition) which is a sales app. When i searched on google on one of the websites it was given that it include 2 custom objects carrier and policies. But when i registered for 30 day trial for that edition it had only sales app there were no custom objects.

So should i need to make this custom object.

Or should customize sales app as per client requirement.

Please tell me how start project once license copy is accquired by customer.
2 respostas
  1. Hargobind Singh
    26 de jul. de 2016, 22:12
    Hi Prasad, this is a very wide question, and both approaches could be right depending on detailed business requirements. Usually I try to stick to standard objects, but the business objectives need to match Salesforce standard object usage. I suggest you take some help from an experienced consultant or post detailed requirements on the forum and the community can help you. 
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