When using IDX Workbench and Google Chrome as the default browser, then migrated OmniScripts, integration procedures, and FlexCards will automatically activate in the target org.
How should a consultant manually configure this automatic activation feature in the system if a different browser is used?
In the standard Salesforce Energy and Utilities Cloud data model, B2B and B2C customers are differentiated as follows: A. Accounts with RecordType 'Business' are used to represent B2B customers. This RecordType is designed to capture information relevant to business accounts, including details specific to companies and organizations. B. Accounts with RecordType 'Consumer' are used to represent B2C customers. This RecordType is tailored to individual consumers, focusing on personal account information and individual customer interactions.
Farrah
2 days agoLashawn
4 days ago