You are here:
Understand Flexcards
Flexcards provide tools for building customer-centric, industry-specific UI components and applications on the Salesforce platform. Flexcards are rich in information and actions relevant to the customer's context. Create your Flexcards in a declarative design tool and add them to your Lightning or Experience Cloud pages.
Customer Context
Each customer is linked to multiple aspects of your company's products and services. Customers have accounts, preferred methods to receive bills, preferred means of contact, and a history of the products they have purchased as well as their interactions with the company. When agents must use different systems to gather contextual information about the customer, it affects customer service. Use Flexcards to streamline customer engagement.
Designer
The Flexcard designer is a declarative tool to create UI components. Build dynamic customer-centric UIs without code from a drag interface with WYSIWYG editing. See Omnistudio Flexcards.
Flexcards
A Flexcard is a block that contains a combination of pertinent information and links to processes within a specific context. For example, an account card can include unique account information, such as:
-
Status
-
Priority or service level agreement
-
Creation date
Actions on an account card might include:
-
Closing a case
-
Opening a new case
-
Creating a new task
In the Flexcard Designer, you can create an action that launches or updates an Omniscript, navigates to a web page or application, displays a flyout, fires an event, update field values, and more. See Set Up Actions on a Flexcard.
Design and Layout
Style individual elements or add custom CSS directly on an element within the Flexcard Designer. You can also make elements responsive. See Style a Flexcard.
Data Sources
Select from multiple data source options to retrieve data to display on your Flexcards. For a list of data sources available in the Flexcard Designer, see Set Up a Data Source on a Flexcard.
