Customize the Account and Contact Details for an Account in Communications Service Console

Customize the account and contact details that appear for an account by customizing the relevant FlexCards and their data sources. To view and modify OmniStudio content—including FlexCards and their data sources—from the designers, you must install Salesforce Industries Communications, Media, and Energy (CME).

1. To customize the account details, customize the SFIAccountDetails FlexCard and the sfi_FetchContactDetails Integration Procedure.
   The default configuration shows the account name. The required input is the Account ID.

   FlexCard	Data Source	Sample Input	Sample Output	Data Source Output Field Name	Salesforce Field Name	Used In
   SFIAccountDetails	sfi_FetchContactDetails (Integration Procedure)	{ "ContextId" : "001B000001RUBsBIAX" }	{ "CallerDetails": { "Title" : "Mrs" "Name": "Sakshi", "MailingStreet": "302, 3RD FLOOR, ESTELLA ORNATE, 10th main", "MailingState": "Karnataka", "AccountType": "Customer", "Birthdate": "2012-10-10", "LastName": "21July", "MailingCity": "BANGALORE", "MailingPostalCode": "560102", "FirstName": "Sakshi", "Phone": "8765678778", "Email": "k@k.com", "BillingAddress": "302, 3RD FLOOR, ESTELLA ORNATE, 10th main BANGALORE Karnataka 560102", "AccountType": "Customer" }	Title Name MailingStreet Birthdate Email FirstName LastName MailingCity MailingPostalCode MailingState Phone BillingAddress AccountType	Contact Title Contact Name Contact MailingStreet Contact Birthdate Contact Email Contact FirstName Contact LastName Contact MailingCity Contact MailingPostalCode Contact MailingState Contact OtherPhone Concatenation of Contact MailingStreet, Contact MailingCity, Contact MailingState, and Contact MailingPostalCode Type of the account associated with the contact	Left column of the Account 360 page

2. To customize the contact details, customize the SFIContactDetailsCard FlexCard and the sfi_FetchContactDetails Integration Procedure.
   The default configuration shows these contact details:

   • Contact name

   • Contact phone number

   • Contact email address

   • Contact address

   The default configuration also allows you to launch these actions:

   • Check Serviceability

   • Edit Customer Details

   The required input is the Account ID.

   FlexCard	Data Source	Sample Input	Sample Output	Data Source Output Field Name	Salesforce Field Name	Used In
   SFIContactDetailsCard	sfi_FetchContactDetails (Integration Procedure)	{ "ContextId" : "001B000001RUBsBIAX" }	{ "CallerDetails": { "Title" : "Mrs" "Name": "Sakshi", "MailingStreet": "302, 3RD FLOOR, ESTELLA ORNATE, 10th main", "MailingState": "Karnataka", "AccountType": "Customer", "Birthdate": "2012-10-10", "LastName": "21July", "MailingCity": "BANGALORE", "MailingPostalCode": "560102", "FirstName": "Sakshi", "Phone": "8765678778", "Email": "k@k.com", "BillingAddress": "302, 3RD FLOOR, ESTELLA ORNATE, 10th main BANGALORE Karnataka 560102", "AccountType": "Customer" }	Title Name MailingStreet Birthdate Email FirstName LastName MailingCity MailingPostalCode MailingState Phone BillingAddress AccountType	Contact Title Contact Name Contact MailingStreet Contact Birthdate Contact Email Contact FirstName Contact LastName Contact MailingCity Contact MailingPostalCode Contact MailingState Contact OtherPhone Concatenation of Contact MailingStreet, Contact MailingCity, Contact MailingState, and Contact MailingPostalCode Type of the account associated with the contact	Left column of the Account 360 page

3. To customize the account details for business card, customize the SFIBusinessCustomerCardSMBConsole FlexCard and the sfi_AccountContactDetailsSMBConsole Integration Procedure.

   SFIBusinessCustomerCardSMBConsole

   sfi_AccountContactDetailsSMBConsole

   { "recordId" : "001B000001RUBsBIAX" }

   { "InteractionDetails": { "CalculatedInteractionId": "0u3RO00000000D0", "InteractionType": "engagement" }, "response": { "Contact": { "LastName": "21July", "Phone": "+919003120733", "FirstName": "Sakshi", "Email": "k@k.com", "Role": "Procurement Manager" }, "Account": { "Name": "Sakshis 21Ju", "BillingPostCode": "517247", "BillingState": "Karnataka", "PhotoUrl": "/services/images/photo/001B000001RUBsBIAX", "Website": "https://www.northern-outfitters.com", "EmployeesCount": 200, "Rating": "Excellent", "BillingStreet": "302, 3RD FLOOR, ESTELLA ORNATE", "BillingCity": "BANGALORE", "BillingCountry": "India", "Industry": "Communications" } } }

   Parent Card

   LastName Phone FirstName Email Role Name BillingPostCode BillingState Website EmployeesCount Rating BillingStreet BillingCity BillingCountry Industry

   Contact Last Name Contact OtherPhone Contact FirstName Contact Email Contact Title Contact Name Account BillingPostalCode Account Billing State Account Website Account NumberOfEmployees Account Rating Account Billing Street Account Billing City Account Billing Country Account Industry

   Left column of the Account 360 page