Placing Flexcards on pages, consoles and sites
Where and how to place an active Flexcard: the standard Flexcard component in Lightning App Builder, Publish Options targets, record pages in console apps, App Pages as navigation tabs, visibility filters, the lightning-omnistudio-flexcard wrapper in a custom LWC, and Aura versus LWR Experience Cloud sites.
Prescribe the optimal placement and methods for embedding Flexcards within Salesforce (e.g., component, tab, console view) to meet strategic user enablement goals.
~7 min read · 9 practice questions ·
What the exam expects
- Recommend the page type for a Flexcard: record page (including console workspace tabs), App Page as a navigation tab, Home page, Experience Cloud page or a custom LWC.
- Place a Standard Runtime card with the standard Flexcard component and restrict where admins can use it with Publish Options targets.
- Recommend Lightning App Builder visibility filters for form factor and record field rules.
- Recommend the lightning-omnistudio-flexcard wrapper when a card must sit inside a custom LWC.
- Raise the Aura and LWR site considerations, including republishing, styling, Streaming API and site-user access.
Key terms: standard Flexcard component (the component that loads an active card by name), Publish Options (targets that decide which builders offer the card), App Page (a Lightning page not tied to an object), visibility filter (a rule that hides a component until it's met), LWR site (an Experience Cloud site on Lightning Web Runtime).
Key facts
- Detail
- Standard Flexcard component (Summer '22 or later); no generated LWC
- Detail
- The builder uses the most recent active Flexcard
- Detail
- Enable Omnistudio Analytics on the component
- Detail
- App, Home and Record Page are re-enabled on save
- Detail
- Exposes editable properties in Experience Builder
- Detail
- Not tied to an object; add to app navigation after activation
- Detail
- Shows a component only on a chosen form factor
- Detail
- Republish sites after changing a parent or child card
- Detail
- Site Style tab doesn't apply to Flexcard elements
- Detail
- View All Records on Omni UI Cards plus Apex access permission sets
- Why is a record page the right home for a card that agents need beside each case in a console app?
- When should a consultant recommend lightning-omnistudio-flexcard?
- What happens if every Publish Options target is cleared on a parent Standard Runtime card?
- When must an LWR site be republished?
- Which component setting tracks how users interact with a placed card on Standard Runtime?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Omnistudio Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 31 lessons of the Omnistudio Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (9 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams