Partner Pocket Guide

Partner
Pocket Guide

Salesforce Digital Insurance

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 Use Cases Enablement Collaboration

Org Access Resources

Overview Use Cases Enablement

Collaboration Org Access

Resources

Overview

Salesforce Insurance is a specialized solution designed to address the unique needs of the insurance industry. Built on the robust Salesforce platform, Salesforce Insurance offers a unified environment for insurers to optimize their operations, enhance customer service, and drive growth. This solution enables insurance companies to manage policies, claims, and customer relationships more effectively while providing personalized, data-driven experiences at scale.

With powerful features like Policy Management, Claims Tracking, and Customer Insights, Salesforce Insurance helps insurers gain a 360-degree view of their customers and policyholders. By integrating seamlessly with core systems, it leverages automation, AI-driven analytics, and customizable workflows to improve efficiency and decision-making.

Tailored for the insurance sector, Salesforce Insurance includes industry-specific data models and tools that simplify underwriting, claims management, and regulatory compliance. The platform supports omnichannel engagement, allowing insurers to interact with customers through their preferred channels, while also enhancing transparency and streamlining the claims process. With robust security features, Salesforce Insurance ensures compliance with industry regulations while fostering trust and improving customer satisfaction.

Visit: Salesforce Digital Insurance to learn more

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?

FSC & Insurance Partner Org Options:

Financial Services Cloud Trial Org: This fully configured org includes rich sample data and lets you see all the Financial Services Cloud features in action. Trial orgs are intended for proof of concept and guided self-exploration. Trial orgs expire in 30 days. If you wish to extend this org, please log a ticket here
Pre-Release Org: This org provides a sneak peek at upcoming release features. You can create these orgs only during sandbox preview windows. The page is available when the preview window is open.
Industry Partner Developer Edition Orgs (PDE): Our Industry Partner Developer Edition Orgs (PDEs) are intended for development use. PDEs provide a robust, flexible, and scalable framework that allows partners to leverage the latest capabilities and features to develop applications and test product features. By using the PDE, partners can create value-added solutions that extend the power of Industry products. This unconfigured org is a blank slate with only the necessary licenses and permissions. Use these orgs for quick proof-of-concept projects or general testing.
Note: Use the listed PDE Org Template ID for FSC listed in the Demo & Dev Station in the Partner Community when spinning up your org using the Environment Hub.
Here are the Environment Hub instructions. (as of March 13th the PDE template is: 0TTWs000000isO5)
Industry Demo Org: This fully configured org includes rich sample data, Data Cloud and Agentforce. This org is ideal to demo the latest Financial Services Cloud & Insurance features to your clients. To get it, log into Partner Community > Partner Learning Camp > Demo Org. Here is a Video on how to obtain an Industry Demo Org.

Resources

Resource	Description	Added/Updated
Inssurance Expert Group	If you have any questions please search the Insurance Expert Group in the partner community or post your question.	May 2025
Technical Learning Journey Deck	More detailed view of the technical learning journey	April 2025
Insurance Brokerage Data Sheet	Insurance Brokerage Data Sheet	February 2025
Digital Insurance: Product Catalog Set-up & Pricing - NPI Partner Webinar	Digital Insurance: Product Catalog Set-up & Pricing - NPI Partner Webinar	February 2025
Brokerage NPI Partner Webinar	Brokerage NPI Partner Webinar	February 2025
Insurance Claims Management	Enhance Insurance Claims Management with AI generated summaries and automated workflows	February 2025
FSC Winter’25 Insurance Release	Insurance 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 Reddy	February 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 Doc	Insurance Help Doc	May 2025
FSC Move To Platform Partner Webinar	FSC Move To Platform Partner Webinar	September 2024
Move to Platform Slide deck	Move to Platform Slide deck	September 2024

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Getting Started

Step by Step Guide to getting started with Insurance

FINANCIAL SERVICES CLOUD is:

Partner Pocket Guide

Partner
Pocket Guide

Salesforce Digital Insurance

Salesforce Digital Insurance

Overview

Enablement

Events

Financial Services Cloud Accredited Professional

Collaboration

Partner Community

Demo Org Access

FSC & Insurance Partner Org Options:

Resources

Getting Started

Step by Step Guide to getting started with Insurance

FINANCIAL SERVICES CLOUD is:

Partner Pocket Guide

PartnerPocket Guide

Salesforce Digital Insurance

Salesforce Digital Insurance

Overview

Enablement

Events

Financial Services Cloud Accredited Professional

Collaboration

Partner Community

Demo Org Access

Trial, Demo and Developer Orgs

FSC & Insurance Partner Org Options:

Resources

Partner
Pocket Guide