Certified OmniStudio Consultant

By Salesforce · Question Mode

QuestionQ79

VerifiedOmniStudio User Interface

An insurance company plans to implement a sales console for sales representatives that displays, or provides access to, customer information.

The consultant reviews all required information and decides that FlexCards are the best solution for displaying part of it. Which two data items should the consultant recommend displaying with FlexCards?

Choose two
Explanation

FlexCards present pertinent, contextual Salesforce record information in a compact, reusable interface. Customer identity and contact fields, plus policy summary fields such as type, issue date, and amount, are structured record data that sales representatives need to see at a glance. Guided troubleshooting is a process workflow, and detailed policy terms and conditions are better accessed through an action or related content rather than displayed as the card’s primary summary data.

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