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Omniscripts versus Flexcards for health user experiences

Key Takeaway

Use a Flexcard to show data at a glance and an Omniscript to guide users step by step. When users need both, a Flexcard action launches the Omniscript and passes the record ID so the Omniscript can prefill details.

Omniscripts and Flexcards are the two user-facing components of Omnistudio. In Agentforce Health, you use them to build guided interactions and rich user experiences without code, with Agentforce Health data and data from external sources. To meet a customer design, you need to know which job each one does and how the two work together.

The four Omnistudio components

Omnistudio has four components, and each one has its own job.

  • Omniscripts hold user-interaction components and the logic for guided flows.
  • Flexcards display data and launch actions.
  • Integration Procedures bundle server-side data operations.
  • Omnistudio Data Mappers move and transform data between Salesforce and the other three components.
Salesforce Accredited Agentforce Health Professional Study Guide

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