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Question 261 - Certified Platform App Builder discussion

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A customer service representative at a call center wants to be able to collect information from customers using a series of question prompts.

What should an app builder use to accomplish this?

A.
Approval Process
Answers
A.
Approval Process
B.
Flow
Answers
B.
Flow
C.
Validation Rule
Answers
C.
Validation Rule
D.
Path
Answers
D.
Path
Suggested answer: B

Explanation:

For a customer service representative to collect information through a series of question prompts:

B . Flow. Salesforce Flows allow for the creation of guided interactions that can prompt users for information in a step-by-step manner.

Steps to create a flow for this purpose:

Navigate to Setup Flows.

Click on 'New Flow' and select a Screen Flow to interactively prompt users.

Design the flow with Screen elements for each question.

Add logic to process responses as necessary.

Save and activate the flow.

Embed or link the flow in a relevant location accessible to the service representative, such as on a record page or in the utility bar.

Flows provide a flexible and powerful way to interactively gather and process customer data in real time.

For detailed guidance on creating Flows, see Salesforce's Flow Builder documentation.

asked 23/09/2024
Joice Lira
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