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Claim Wizard
by Salesforce LabsSalesforceFree
Guides customers and support agents through claim processing in Salesforce Platform.
PRICINGFree
DEPLOYMENTCloud
CATEGORYCustomer Service
UPDATED ON MARKETPLACE
What it does
Provides a step-by-step claim wizard for customers and support agents, with related custom fields, apps, Lightning pages, and custom metadata. It supports multi-user approvals through Flow Orchestrator, customer image collection through a VRA session with the proper license, and custom notifications for back-office staff and customer emails.
Key capabilities
from the Salesforce AppExchange listingGuided claim wizard
Provides a step-by-step claim process for customers and support agents.
Multi-user approvals
Uses Flow Orchestrator for approval processes involving multiple users.
VRA image collection
Allows an agent to gather claim images from a customer through a VRA session with the proper license.
Custom metadata configuration
Supports configuration through custom metadata.
Custom notifications
Sends custom notifications to back-office staff and emails to customers.
Who it's for
Customer and support agents, with notifications for back-office staff.
In the catalog
340 plugins in Salesforce Platform · Customer Service
Price distribution: 93 free, 41 freemium, 206 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«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. Utilizes …»