Launching OmniScript using 'New Account' and 'Account Information' button

ABC Insurance Corp is trying to get the opportunity from XYZ Consulting company to provide health insurance for all XYZ Consulting company employees. Sales user wants to track all the data as part of this opportunity.

Note:

1. Feel free to create fields if they do not exist in the system and also map them in the DataRaptors.

2. * - represents required field.

As a sales user, I want to create customer accounts and all their employees in the system using 'New Account' button placing it on Home page. (Note: You can also override New button on Account record page using OmniScript calling this from LWC) and also I want to see all the prefilled information on Account record and can edit the details of Account and related Contacts using 'Account Information' button on account record page.

Task 2: Please find the hands on challenge for the above requirement.

1. Create a FlexCard, add Action element as a button with label as 'New Account'.

2. Create another action element as a button with label as 'Account Information'.

3. Display both the action elements conditionally based on ContextId (If the ContextId (recordId) is not present then display 'New Account' button else display 'Account Information' button).

4. Add the OmniScript built on 'Task 1' on both the Action elements.

5. Activate the FlexCard.

6. Navigate to Services app and Home Page, then click 'Settings' and select Edit page.

7. Drag and drop the newly created FlexCard anywhere on Lightning Record Page by searching under Components section.

8. Navigate to Account Record Page and drag and drop the FlexCard anywhere on Lightning Record Page by searching under Components section.