A Bank of the Future customer calls the bank to update the address on their account. The call center agent
handling the call needs to enter a new address into the system. The agent enters the new contact information
using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with
the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the
Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next
stage of the onboarding process.
What should a consultant recommend?