NO: 54
A company is beginning their first project using Calculation Procedures & Matrices. The developers on the tea are concerned about learning the new tool and how they will test their calculation procedures. The consultant recommends that they use the built-in simulator.
In this scenario, what benefit should the consultant highlight to the developer team?
A business has an existing Contact FlexCard that currently displays 5 actions. The business needs to add 3 m actions to the existing FlexCard. All 8 actions are equally important and used with the same frequency. The business wants to display the name and icon for each action. However, when reviewing the existing design, V consultant notices that the FlexCard is overloaded with actions.
What FlexCard design solution should the consultant recommend?
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 contracts
An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data.
How should the consultant design the FlexCards to meet these requirements?
A business needs to create a FlexCard to display open cases for an account. The cases should display different depending on their priority.
• Low or Medium priority cases should display case data and an Update Account Info action.
• High priority cases should include a red border, an alert notification, and an Escalate action.
What is the most efficient way to meet these requirements?