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Total 108 questions
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?
Answer : A
When a call center agent interacts with a customer, the agent must have all of the customer's related information available for a quick response. The business requires the agent to have access to:
* A view with information about a customer account
* A list of contacts and cases associated with the account
* All information should be on one screen
What OmnlStudio tool should be used to meet this requirement?
Answer : D
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?
Answer : D
How should the consultant design the OmniScript solution to allow the user to stop and resume a process at a later time?
Answer : A
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?
Answer : A
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?
Answer : B
A company needs to generate invoices when contracts reach an approved status. Users should initiate the invoice generation process from the contract page, but the option should not appear until the contract reaches the approved status. After the invoice is generated, it should be sent to the customer for signature.
What three tools should be used in the solution the consultant recommends to meet these requirements?
Choose 3 answers
Answer : A, C, E