What are two possible use- cases for a FlexCard?
FlexCards in Salesforce Public Sector Solutions are used to create highly customizable and dynamic user interfaces. They serve as building blocks to display and interact with data efficiently. Two key use cases for FlexCards include:
Aggregating Complex Data Models for Quick-Glance Information:
FlexCards can be designed to pull data from multiple sources and present it in a consolidated, easy-to-understand format. This allows users to quickly get an overview of relevant information without navigating through different sections or records.
For example, a FlexCard can display a summary of constituent details, open cases, recent interactions, and any pending tasks, all in one place.
Homepage Widget to Quickly Launch Common Processes:
FlexCards can be added to the homepage or any other relevant page as actionable widgets. These widgets can include buttons or links to initiate frequently used processes such as creating a new case, scheduling an inspection, or submitting a service request.
This enhances user productivity by providing quick access to essential functions directly from the homepage.
Albina
3 days ago