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GeezerVison is showing github.com — InsuranceCloudCodeSamples/osComponents at main · SalesforceLabs/InsuranceCloudCodeSamples

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ProductConfiguration
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ProductSelection
ProductSelection
 
 
README.md
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README.md

Outline

Insurance Omniscript Lightning Web Components for Salesforce Industries

A set of Lightning Web Components designed for insurance product selection workflows in Salesforce Industries. These components integrate with OmniScripts to enable users to view, compare, and select rated insurance products.


Table of Contents

  • Overview
  • Prerequisites
  • Installation

Overview

Product Selection

The Product Selection components provide a complete solution for insurance product rating and selection within OmniScript flows. Key features include:

  • Product Rating Integration – Calls the Salesforce Industries createInsuranceRating invocable action
  • Single and Multi-Select Modes – Support for selecting one or multiple products
  • Product Comparison – Side-by-side comparison modal for up to 3 products
  • Custom Labels – Fully translatable using Salesforce Custom Labels

Prerequisites

Before deploying these components, complete these prerequisites.

  • Make sure that your org has Digital Insurance licenses and complete the setup.
  • Deploy Omniscript customization npm package components. See Set Up Your Environment to Customize Omniscript Elements.
  • Install the Salesforce CLI locally to deploy the components.

Installation

Step 1: Clone or Download the Repository

git clone <repository-url>
cd InsuranceCloudCodeSamples

Step 2: Copy the Components to a Salesforce DX Project

Copy the contents under the apex, labels, and lwc folders from the OS LWC example folder to the respective folders in a Salesforce DX project authenticated to your org.

Step 3: Deploy the Components

Deploy only the Product Selection components and their dependencies:

sf project deploy start \
  --source-dir force-app/main/default/classes/InsuranceRatingApexService.cls \
  --source-dir force-app/main/default/classes/InsuranceRatingApexService.cls-meta.xml \
  --source-dir force-app/main/default/labels/ProductSelectionLabels.labels \
  --source-dir force-app/main/default/lwc/productSelection \
  --source-dir force-app/main/default/lwc/productSelectionCompareModal \
  --source-dir force-app/main/default/lwc/productSelectionCustomTreeGrid \
  --source-dir force-app/main/default/lwc/productSelectionCustomTemplate \
  --target-org my-org

Or deploy the entire force-app directory:

sf project deploy start --source-dir force-app --target-org my-org

Step 4: Verify Deployment

sf project deploy report --target-org my-org

Dependencies

This component set depends on the following:

OmniStudio Modules (must exist in org)

Follow the steps in Prerequisites to retrieve and deploy the OS npm package.

Salesforce Industries

  • createInsuranceRating invocable action
  • repriceInsuranceProduct invocable action

Support

For issues or questions related to these components:

  1. Review the component-specific README.
  2. Contact your Salesforce administrator or implementation partner.
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