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?
btiba2223
1 year, 1 month agoksar4u
1 year, 3 months ago