Certified OmniStudio Consultant

By Salesforce · Question Mode

QuestionQ9

VerifiedOmniStudio User Interface

An investment portfolio manager wants to create a console that displays:

  • Client information
  • Profile attributes
  • Investment instrument information

There are more than 20 profile attributes. Each investment instrument has 15 information fields to display, and the fields must be logically grouped.

How should the consultant design a solution that meets these requirements?

Explanation

A header FlexCard can keep core client information readily visible while a flyout exposes the large set of profile attributes on demand. Child FlexCards provide a reusable, logically organized presentation for each investment instrument, and their flyouts can show additional information without overcrowding the console. FlexCard flyouts are designed to display additional information from a child FlexCard, OmniScript, or custom Lightning web component in a window or popover.

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