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| 1 | +# Insurance Omniscript Lightning Web Components for Salesforce Industries |
| 2 | + |
| 3 | +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. |
| 4 | + |
| 5 | +--- |
| 6 | + |
| 7 | +## Table of Contents |
| 8 | + |
| 9 | +- [Overview](#overview) |
| 10 | +- [Prerequisites](#prerequisites) |
| 11 | +- [Installation](#installation) |
| 12 | + |
| 13 | +--- |
| 14 | + |
| 15 | +## Overview |
| 16 | + |
| 17 | +### Product Selection |
| 18 | + |
| 19 | +The Product Selection components provide a complete solution for insurance product rating and selection within OmniScript flows. Key features include: |
| 20 | + |
| 21 | +- **Product Rating Integration** – Calls the Salesforce Industries `createInsuranceRating` invocable action |
| 22 | +- **Single and Multi-Select Modes** – Support for selecting one or multiple products |
| 23 | +- **Product Comparison** – Side-by-side comparison modal for up to 3 products |
| 24 | +- **Custom Labels** – Fully translatable using Salesforce Custom Labels |
| 25 | + |
| 26 | +--- |
| 27 | + |
| 28 | +## Prerequisites |
| 29 | + |
| 30 | +Before deploying these components, complete these prerequisites. |
| 31 | + |
| 32 | +- [ ] Make sure that your org has Digital Insurance licenses and complete the [setup](https://help.salesforce.com/s/articleView?id=ind.insurance_admin_setup.htm&type=5). |
| 33 | +- [ ] Deploy **Omniscript customization npm package** components. See [Set Up Your Environment to Customize Omniscript Elements](https://help.salesforce.com/s/articleView?id=xcloud.os_standard_set_up_your_environment_for_customizing_omniscript_elements.htm&type=5). |
| 34 | +- [ ] Install the Salesforce CLI locally to deploy the components. |
| 35 | + |
| 36 | +--- |
| 37 | + |
| 38 | +## Installation |
| 39 | + |
| 40 | +### Step 1: Clone or Download the Repository |
| 41 | + |
| 42 | +```shell |
| 43 | +git clone <repository-url> |
| 44 | +cd InsuranceCloudCodeSamples |
| 45 | +``` |
| 46 | + |
| 47 | +### Step 2: Copy the Components to a Salesforce DX Project |
| 48 | + |
| 49 | +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. |
| 50 | + |
| 51 | +### Step 3: Deploy the Components |
| 52 | + |
| 53 | +Deploy only the Product Selection components and their dependencies: |
| 54 | + |
| 55 | +```shell |
| 56 | +sf project deploy start \ |
| 57 | + --source-dir force-app/main/default/classes/InsuranceRatingApexService.cls \ |
| 58 | + --source-dir force-app/main/default/classes/InsuranceRatingApexService.cls-meta.xml \ |
| 59 | + --source-dir force-app/main/default/labels/ProductSelectionLabels.labels \ |
| 60 | + --source-dir force-app/main/default/lwc/productSelection \ |
| 61 | + --source-dir force-app/main/default/lwc/productSelectionCompareModal \ |
| 62 | + --source-dir force-app/main/default/lwc/productSelectionCustomTreeGrid \ |
| 63 | + --source-dir force-app/main/default/lwc/productSelectionCustomTemplate \ |
| 64 | + --target-org my-org |
| 65 | +``` |
| 66 | + |
| 67 | +Or deploy the entire `force-app` directory: |
| 68 | + |
| 69 | +```shell |
| 70 | +sf project deploy start --source-dir force-app --target-org my-org |
| 71 | +``` |
| 72 | + |
| 73 | +### Step 4: Verify Deployment |
| 74 | + |
| 75 | +```shell |
| 76 | +sf project deploy report --target-org my-org |
| 77 | +``` |
| 78 | + |
| 79 | +--- |
| 80 | + |
| 81 | +## Dependencies |
| 82 | + |
| 83 | +This component set depends on the following: |
| 84 | + |
| 85 | +### OmniStudio Modules (must exist in org) |
| 86 | + |
| 87 | +Follow the steps in [Prerequisites](#prerequisites) to retrieve and deploy the OS npm package. |
| 88 | + |
| 89 | +### Salesforce Industries |
| 90 | + |
| 91 | +- `createInsuranceRating` invocable action |
| 92 | +- `repriceInsuranceProduct` invocable action |
| 93 | + |
| 94 | +--- |
| 95 | + |
| 96 | +## Support |
| 97 | + |
| 98 | +For issues or questions related to these components: |
| 99 | + |
| 100 | +1. Review the component-specific README. |
| 101 | +2. Contact your Salesforce administrator or implementation partner. |
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