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?
A company uses expression sets to determine product pricing. Due to the company’s pricing schedules, there is always more than one calculation procedure active at one time for a given date.In this scenario, how will the calculation engine select which expression set to run?
An insurance company decides to use calculation procedures and matrices to calculate premium costs for new insurance policies. Prices change very frequently, resulting in multiple copies of the rating or pricing tables.What is an advantage of calculation procedures that the consultant should highlight in this scenario?
In OmniScript, how can pages or groups of fields be controlled based on the choices made by the user?
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 accountA list of contacts and cases associated with the accountAll information should be on one screenWhat OmniStudio tool should be used to meet this requirement?
A business process needs to perform a multi-step calculation on each contact record in a list.Using an Integration Procedure to process the list, what feature can be used to meet this requirement?