QuestionQ40

VerifiedOmniStudio User Interface

When a call center agent engages with a customer, the agent needs all related customer information available to respond quickly. The business requires the agent to access:

  • A view containing customer account information
  • A list of contacts and cases related to the account
  • All information on one screen

Which OmniStudio tool should be used to satisfy this requirement?

Explanation

FlexCards are customer-centric OmniStudio UI components that retrieve, organize, and display contextual Salesforce data in one configurable interface. A FlexCard can show account information and related-record data, such as contacts and cases, together for an agent’s rapid use.

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