A business is creating an agent console with FlexCards to provide a 360 view of their customers. The business wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the account
* Active contracts related to the account
* The ability to view and renew contracts
An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data.
How should the consultant design the FlexCards to meet these requirements?
The consultant should design the FlexCards using a Parent FlexCard with multiple Child and Card Actions to meet these requirements. A Parent FlexCard is a FlexCard that can display data and actions in a card format, and also contain one or more Child FlexCards. The consultant can use a Parent FlexCard to display the account information, including account name, phone, and website. A Child FlexCard is a FlexCard that can display data and actions in a card format within a Parent FlexCard. The consultant can use multiple Child FlexCards to display the active opportunities and contracts related to the account. A Card Action is a button or a link that can invoke an OmniScript or an Integration Procedure from a FlexCard.The consultant can use multiple Card Actions to enable the user to view and renew contracts
Currently there are no comments in this discussion, be the first to comment!