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            Customize FlexCard–Based Policy 360 Using FlexCards

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Customize FlexCard–Based Policy 360 Using FlexCards

            To show policy information with clickable actions that change based on the information entered, customize the FlexCard components that you want to add to record pages.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            FlexCard Designer is a declarative tool that you can use to easily build Lightning web components without code. Build a FlexCard by dragging the elements onto the Lightning page canvas. You can create UI components with FlexCards by sourcing the data and showing and organizing the output in a meaningful way.

            Clone and customize these FlexCards.

            Parent FlexCards:

            • InsuranceFSCISEPolicy360_Salesforce
            • InsuranceFSCISEPolicyTypeContainer_Salesforce
            • InsuranceFSCISEPolicyContainer
            • InsuranceFSCISEPolicyChild_Salesforce

            Child FlexCards:

            • FlexCards for Consolidated View
              • InsuranceFSCISEConsolidatedViewContainer_Salesforce
              • InsuranceFSCISEConsolidatedViewChild_Salesforce
            • FlexCards for Policy Versions
              • InsuranceFSCISEPolicyVersionsContainer
              • InsuranceFSCISEPolicyVersionsChild
            • FlexCards for Policy Transactions
              • InsuranceFSCISEPolicyTransactionsContainer_Salesforce
              • InsuranceFSCISEPolicyTransactionsChild_Salesforce
            • FlexCards for Policy Participants
              • InsuranceFSCISEPolicyParticipantsContainer_Salesforce
              • InsuranceFSCISEPolicyParticipantsChild_Salesforce
            • FlexCards for Insured Items
              • InsuranceFSCISEPolicyInsuredItemsContainer_Salesforce
              • InsuranceFSCISEPolicyInsuredItemsChild_Salesforce
            • FlexCards for Policy Record Alerts
              • InsuranceFSCISEPolicyRecordAlertContainer
              • InsuranceFSCISEPolicyRecordAlertCard
            • FlexCard for Participant Roles
              • InsuranceFSCISEOverviewRoleChild
            • FlexCard for Policy Overview
              • InsuranceFSCISEPolicyOverview

            To customize a FlexCard:

            1. From the App Launcher, find and select OmniStudio.
            2. In the OmniStudio app, from the navigation bar, select OmniStudio FlexCards.
            3. Select and clone a card.
            4. Customize and save the card.
            5. Activate the card.
              Important
              Important Before you embed a child FlexCard in a parent FlexCard, always activate the child card.

            See Also

             
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