A business needs a 360° view of their accounts, including a FlexCard to display all of the products sold to the account. The business identified 20 different data elements and 10 actions that users would need when viewing the product information. Once all of the elements were collected together on the FlexCard, it looked cluttered.
What FlexCard feature should the consultant recommend to address this issue?
An investment portfolio manager wants to build a console to display:
* Client information
* Profile attributes
* Investment instrument information
There are more than 20 profile attributes. Each investment instrument has 15 fields of information to display. The fields should be grouped logically.
How should the consultant design a solution to meet the requirements?
A consultant needs to design an OmniScript to capture the following information:
* Select one payment method from a list of options
* Enter the address information with autocomplete
* Enter a phone number
Which OmniScript elements should be used to capture this information?
A business implements a simple OmniScript in their call center that allows agents to quickly create a case when on the phone with customers. The OmniScript has been running successfully in the call center for over a year. The business decides it wants to allow partners to create cases directly from their Community portal.
What is the most efficient solution that the consultant can propose to meet this new requirement?
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