Salesforce Financial-Services-Cloud Question Answer
A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, andContract data. The agent wants the following information displayed:
• Account information including account name, phone, and website
• Active opportunities related to the Account
• Active insurance policies related to the Account
• The ability to view andrenew policies
How should the consultant design the FlexCards to meet these requirements?
Salesforce Financial-Services-Cloud Summary
- Vendor: Salesforce
- Product: Financial-Services-Cloud
- Update on: Jul 31, 2025
- Questions: 168