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Insurance Brokerage Agency Billing Configure

Salesforce官方

Configure end-to-end Agency Billing on a Salesforce FSC Insurance Brokerage org via dispatch MCP calls. Use this skill when users want to set up brokerage billing, configure agency billing, enable insurance billing features, create billing rules, set up accounting periods, assign billing permission sets, or create a demo policy for the Issue-to-Invoice flow.

安装

npx skills add forcedotcom/sf-skills --skill insurance-brokerage-agency-billing-configure