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Question 118 - Certified Financial Services Cloud discussion

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A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data. The agent wants the following information displayed:

* Account information including account name, phone, and website

* Active opportunities related to the Account

* Active insurance policies related to the Account

* The ability to view and renew policies

How should the consultant design the FlexCards to meet these requirements?


A.
Parent FlexCard with single Child and Card Actions
Answers
A.
Parent FlexCard with single Child and Card Actions
B.
Parent FlexCard with multiple Child Flex Cards and Card Actions
Answers
B.
Parent FlexCard with multiple Child Flex Cards and Card Actions
C.
Parent FlexCard with multiple Cnrraren and different Card States
Answers
C.
Parent FlexCard with multiple Cnrraren and different Card States
D.
Parent FlexCard with single Child and multiple Card States
Answers
D.
Parent FlexCard with single Child and multiple Card States
Suggested answer: B

Explanation:

The consultant should design the FlexCards as follows to meet the requirements:

Parent FlexCard with multiple Child Flex Cards and Card Actions. A Parent FlexCard is a construct in Financial Services Cloud that allows you to display information from one record in a card-like format on a Lightning page. A Child FlexCard is a construct in Financial Services Cloud that allows you to display information from related records in a card-like format within a Parent FlexCard. A Card Action is a construct in Financial Services Cloud that allows you to perform actions on a record from within a FlexCard, such as edit, delete, renew, or view details. You can use Parent FlexCards, Child FlexCards, and Card Actions to create an agent console that provides a 360-degree view of your customers and enables quick actions on their records. Verified

Reference: : Salesforce Help Article [6] : Salesforce Help Article [7] : Salesforce Help Article [8]

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asked 23/09/2024
Sari Bukhari
33 questions
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