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A business is creating an agent console with FlexCards to provide a 360° view of their customers. The business wants the following information displayed:• Account information including account name, phone, and website• Active opportunities related to the account• Active contracts related to the account• The ability to view and renew contractsAn Integration Procedure will be used to retrieve Account, Opportunity, and Contract data. How should the consultant design the FlexCards to meet these requirements?
A company is designing a new console for contact center agentsto display case data for customers. All cases will be fetched using a single DataRaptor. This page needs to display cases as follows: * "Open" cases with case description, case open date, case type, assigned to and priority fields. Open cases should be highlighted with a red border. * "Awaiting Closure" cases with case description, last action taken date, resolution, approval reason for closure, and assigned to fields. These cases should be highlighted with a grey border. * "Closed" cases with case description, resolution, case closed date fields with a link to duplicate cases. How should the consultant design the FlexCard solution to meet these requirements?
A consultant must design a 360 view of the customer. The business requirements are:• A header card with account information (name, account number, next billing date, invoice method)• A list of related contacts (first name, last name, phone)• All the open cases related to the account (subject, priority, SLA)An account will not have more than 2 contacts, but it could have more than 10 open cases. It is necessary tothe different sections available at a glance.Which two FlexCard features should the consultant recommend to improve the user experience?Choose 2 answers
A business is creating a new OmniScript that will allow agents to launch a guided selling process from an account detail page. The consultant reviews the initial design proposed for the OmniScript and sees that the process ^ the following steps:• Step 1: Enter account name to retrieve account information• Step 2: Review and edit account information• Step 3: Select products• Step 4: Enter payment informationFollowing best practices, what suggestion should the consultant make to improve the design?
A company uses Expression Sets to determine product pricing. Due to the company's pricing schedules, there is always more than one Expression Set active at one time for a given date. In this scenario, how will the calculation engine select which Expression Set to run?
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