You can also deploy FlexCards to an external content management system, such as Adobe Experience Manager, or inside a custom web container, like Heroku.Ī FlexCard can display a combination of internal information from Salesforce and external information from a website or a third-party legacy system. You deploy FlexCard Lightning web components from the Lightning App Builder to a Lightning page or from the Experience Builder to a Community or portal page. After the process is complete, the FlexCard displays the new address and weather information.įlexCards aren’t restricted to Interaction Consoles for call center agents you can deploy them for viewing on any device and channel, such as a mobile device or a consumer portal. The agent launches the Update Address process from the FlexCard. Let’s say Sophia has moved to another county and needs to change her address. In a call center scenario, a call center agent interacts with a customer over the phone, views the customer’s information, and launches guided processes from the FlexCard. Let’s take another look at Sophia’s profile FlexCard. The actions allow us to view details, pay the premium, modify coverages, file a claim, or enable paperless billing.įlexCards Are the Beginning and Ending Points for Customer Transactions The at-a-glance details of the policy include the policy number, annual premium, term, and expiration date. Remember Sophia Fournier? Let’s look at another FlexCard, this one detailing marine insurance for her boat. Most FlexCards provide a combination of information and actions. Pretty impressive! Now let’s dive in and explore each capability.įlexCards Summarize Contextual Information at a Glance FlexCards have multiple states that display based on conditions.FlexCards display more detail on demand with flyouts.FlexCards are embeddable inside an LWC OmniScript.FlexCards are embeddable in other FlexCards.FlexCard actions are relevant to the context of the card.FlexCards have a what-you-see-is-what-you-get (WYSIWYG) editor for controlling their layout and style.FlexCards are built quickly using drag-and-drop elements.FlexCards can display data from multiple data sources.FlexCards are viewable on any device or channel.FlexCards are the beginning and ending points for customer transactions.FlexCards summarize contextual information at a glance.What do you say? Here are the key capabilities of FlexCards. OK, so let’s say you have 2 minutes to describe what FlexCards are and what they can do. The FlexCards you see on the console are Lightning web components (LWC) based on FlexCards the console itself is a Salesforce Lightning console. The Interaction Console provides a holistic view of the customer's information-and FlexCards are important components of these 360-degree views. You can also combine several FlexCards together, displayed on what we call an Interaction Console. The bottom of the FlexCard includes clickable actions to update Sophia’s address, contact details, or tags. The second set of tags (Watercraft, Life, Umbrella) indicate her current policies with the company. Underneath the profile data are several attributes (tags) that the agents have informally learned during their calls with Sophia. You can also see the current weather for her location. Notice Sophia’s key profile data, including her address. Here’s a FlexCard for an insurance company’s customer named Sophia Fournier. OmniStudio FlexCards display contextual information in an at-a-glance format and provide access to relevant tasks for the displayed data. Learn by doing! Get Familiar with FlexCards Keep an eye out for the “Want to Practice?” heading that directs you to the links in Resources. Not every unit contains a hands-on exercise-but many do. (A regular Trailhead Playground doesn’t have OmniStudio or our sample data.) A link to sign up for a special Developer Edition org that contains OmniStudio and our sample data.A link to an exercise guide that contains the exercise(s) relevant to that unit.In the units where exercises are available, the Resources section includes the following: This is a must if you’re preparing for a certification exam. This is the best way to learn OmniStudio. We encourage you to complete the hands-on practice exercises on this trail. Looking for Hands-On Practice with OmniStudio?
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