Loading
Insurance
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Your Agent Component

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Your Agent Component

            Your Policyholder site users can view details and contact their agent from the Your Agent component.

            This component is composed of a FlexCard and the LWC compiled from the FlexCard:

            • FlexCard: insYourAgent_nds

            • LWC: cfInsYourAgent_nds

            • Label: Insurance Your Agent Newport

            This component is designed for desktop and mobile.

            This component is styled with the Newport Design System.

            Here's what the Your Agent component looks like when it's rendered in the Policyholder site:

            Illustrates how the component renders in the UI.

            The parts of this component are:

            1. Text label:

              Your Agent

            2. Agent icon pulled from the source data.

              Note
              Note

              An agent picture can also display next to the icon.

            3. Agent name and address

            4. Email button

              Opens an email modal with the agent's email address pre-filled.

            5. Website button

              Launches the agent's website in a new window.

            FlexCard Structure

            Illustrates the FlexCard structure.

            This FlexCard contains several elements, including:

            • Text element that displays the label we typed in

            • Field elements with output selected from available fields returned from the data source

            • Elements with conditions to hide or show the element based on data returned from the DataRaptor

            • Action elements that launch new windows

            You can add, remove, and change any of these elements based on what you want your users to see. To learn how see Add Elements to a FlexCard. Other good topics to read to learn about how this FlexCard works include FlexCards Display Elements Reference, FlexCards Menu Properties, and FlexCards Action Properties.

            Many of the elements of this card contain Custom CSS styles. You can make changes to these styles to create a different look and feel. To learn how to work with Custom CSS in FlexCards, see Apply Custom CSS to a FlexCard Element .

            Data Source Called by this Component

            The Your Agent component calls the InsReadAccountContactDetails Omnistudio Data Mapper.

            The Data Mapper fetches details about the agent associated with the user's account. Fields in the FlexCard reflect the information gathered by the Data Mapper.

            Customize this Component

            To learn about how to customize this kind of component, see the Digital Experience Site Component Customization Overview

             
            Loading
            Salesforce Help | Article