Review modified Account and Contact information on Account record page

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 review all the important Account and related Contact information on a button click from the Account page instead of going through detail and related information pages.

Task 4: Please find the hands on challenge for the above requirement - It is continuation of Task 3.

1. Resue the FlexCard to display the Account information that they have entered in the OmniScript.

2. Use datatable in the same FlexCard to show all the Contact information which users entered in the OmniScript and add a record URL as a link in the FlexCard.

3. Redirect to Contact record on click of a link (View Record).

4. Modified Account and Contact changes should be saved in the respective Account and Contact record using DataRaptor Load (New Contacts should be linked to the corresponding Account record).

6. As we created 'Account Information' button in Task 2 of Advanced Level, above changes can be done under this button.

7. 'Account Information' button on Account record page is to review all the important Account and related Contact information on a button click from the Account page.