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Customize the FlexCard–Based Policy 360 Component
Customize the OmniStudio FlexCards, Integration Procedures, and Omnistudio Data Mappers to suit your business needs.
To start using the FlexCard-based Policy 360 component, customize the OmniStudio FlexCards, Integration Procedures, and Data Mappers, and then configure the component in Lightning Experience.
- 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. - Customize FlexCard–Based Policy 360 by Using Integration Procedures
Customize integration procedures in OmniStudio. - Customize FlexCard–Based Policy 360 Using Omnistudio Data Mappers
If you want to include policy and claim details from a third-party system, get your developer to create an Apex class that makes the data available to FlexCard-based Policy 360. Then customize the Data Mappers to reference the Apex class. - Configure FlexCard–Based Policy 360 in Lightning Experience
In Lightning App Builder, on the record page that you're editing or creating, drag FlexCard from the Components panel to the Lightning page canvas location where you want to position the component.
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