Insurance Quoting

Use the Insurance Quoting developer resources to create, update, configure, and delete quotes and quote line items.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
  • Insurance Quoting Business APIs

    Create, update, configure, and delete quotes and quote line items. Use the APIs to create guided flows for your external end users.

  • Insurance Quoting Standard Invocable Actions

    Learn more about the standard invocable actions available with Insurance Quoting.

  • Insurance Quoting Metadata API Types

    Metadata API enables you to access some types and feature settings that you can customize in the user interface.

  • Insurance Quoting Developer Journey

    Learn how to use the Insurance Quoting and Rating APIs to build user journeys for creating and updating quotes with Salesforce Flows and Omniscripts. These APIs help you build user journeys for users, such as insurance representatives who use the Salesforce console as well as the policyholders and partners who use the services through community portals.

See Also