Certified OmniStudio Consultant

Question

A business has an existing Contact FlexCard that displays 5 actions. The business needs to add 3 additional actions to the existing FlexCard. All 8 actions are equally important and are used at the same frequency. The business wants to display the name and icon for every action. However, while reviewing the existing design, the consultant finds that the FlexCard is overloaded with actions.

What FlexCard design solution should the consultant recommend?

Explanation

A FlexCard menu groups a list of actions into a compact dropdown and can display each action’s label and icon. It prevents an overloaded card while giving equal access and visual treatment to all actions, which is appropriate when no action has higher importance or usage frequency.

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Add a Menu to a Flexcard (Managed Package)

Certified OmniStudio Consultant

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Notes

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