Getting Started

Step by Step Guide to getting started with Insurance

If you are brand new to Insurance as a Salesforce Partner, follow the steps below to get started on your journey.


    Partner Pocket Guide

    Partner
    Pocket Guide

    This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn and implement Insurance as a Salesforce Partner.

    Overview

    Enablement

    Get started with these Insurance Partner enablement tools.

    Enablement

    Events

    Grow your skills and knowledge through content customized for you. Join us for virtual and in-person events to expand your expertise as an implementation expert!

    Visit Events Site
    Enablement

    Financial Services Cloud Accredited Professional

    This credential is for individuals who want to demonstrate their skills and knowledge in configuring and using Financial Services Cloud and Insurance in the context of sample apps and real-world implementations.

    Learn About Exam

    Collaboration

    Get involved with these Insurance Partner enablement collaboration channels.

    Collaboration

    Partner Community

    Join the offical Salesforce Insurance Expert group on Partner community and join Trailblazers from around the world.

    Visit Partner Community

    Demo Org Access

    Where do I get access to a Insurance Demo / Developer org?


    Resources

    Resource Description Added/Updated
    Inssurance Expert GroupIf you have any questions please search the Insurance Expert Group in the partner community or post your question.May 2025
    Technical Learning Journey DeckMore detailed view of the technical learning journeyApril 2025
    Insurance Brokerage Data SheetInsurance Brokerage Data SheetFebruary 2025
    Digital Insurance: Product Catalog Set-up & Pricing - NPI Partner WebinarDigital Insurance: Product Catalog Set-up & Pricing - NPI Partner WebinarFebruary 2025
    Brokerage NPI Partner Webinar Brokerage NPI Partner Webinar February 2025
    Insurance Claims ManagementEnhance Insurance Claims Management with AI generated summaries and automated workflowsFebruary 2025
    FSC Winter’25 Insurance ReleaseInsurance Process Studio for Insurance - Nikhil Simick Insurance - Embedded AI and Service Process Studio - Nikhil Simick Insurance - Alerts Framework, Data Cloud Framework and Data Model enabled in Data Cloud - Anik Singh Insurance Custom Term Support on Package - Deepika ReddyFebruary 2025
    Insurance Essentials (Partner Learning Camp)Insurance Essentials (Partner Learning Camp)January 2024
    Get to Know the Digital Insurance Platform (Trailhead)Get to Know the Digital Insurance Platform (Trailhead)October 2024
    Quoting Foundations (Partner Learning Camp)Quoting Foundations (Partner Learning Camp)January 2024
    Policy Administration Foundations (Partner Learning Camp)Policy Administration Foundations (Partner Learning Camp)January 2024
    Claims Management Foundations (Partner Learning Camp)Claims Management Foundations (Partner Learning Camp)January 2024
    Insurance Help DocInsurance Help DocMay 2025
    FSC Move To Platform Partner WebinarFSC Move To Platform Partner WebinarSeptember 2024
    Move to Platform Slide deckMove to Platform Slide deckSeptember 2024


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