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
Correct Answer:ACE
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?
Correct Answer:A
A company is creating a FlexCard for agents to respond to account inquiries. The company has decided to lim actions on the card to the three most frequent and important actions users typically take.
Based on the user analysis exhibit shown below, which three actions should appear on the card?
Choose 3 answers
Correct Answer:CDE
A business has a requirement to display an account and all of the associated contacts on a page. The number contacts will vary for each account. For each contact, the page should display first name, last name, email, at phone number with options to edit the contact information or send a message. The primary contact for an a should be highlighted with a blue border.
Which two FlexCards features should the consultant recommend to meet these requirements? Choose 2 answers
Correct Answer:AC
An insurance company wants to create an OmniScript that allows the user to review and change account number such as phone number and website. In this process, the following functionality is needed:
• Enter the company's website
• Enter the account phone number
• Each field should display on a separate line of the page
Which three elements should the consultant include in the OmniScript design solution? Choose 3 answers
Correct Answer:CDE
A company needs an OmniScript to allow customers to order products and services from their website. After the order is submitted, the customer should be able to download a PDF summary of the order.
What type of DataRaptor should the consultant recommend to meet this requirement?
Correct Answer:D