Set Up and Use the Home Carousel Banner

Phase 1: Configuring Carousel Items

Before adding the banner to your page, you must define the content for each slide using Custom Metadata Types.

1. Access Custom Metadata: Navigate to the "PSC Carousel Banner Item" setup page.
2. Define Item Details:
   1. Label/Name: Give the slide a clear title (e.g., Quick Verification: Port).
   2. App Name Filter: Assign a filter name (e.g., 3-Slide Quick Fix) to group specific slides together.
   3. Display Order: Assign a numerical value to determine the sequence of the slides.
3. Add Content & Tips:
   1. Body Content: Enter the technical instructions or summary of the issue.
   2. Actionable Tip: Provide a specific "pro-tip" or question the agent should ask the customer.
4. Link Resources:
   1. Add Button Labels and URLs (e.g., "Watch Demo") to link to external training videos or documentation.
5. Repeat: Create additional items for the carousel (e.g., Critical Alignment, Proper Reassembly).

Phase 2: Adding the Banner to Case Records

Once your items are configured, you need to make the banner visible to your agents.

1. Open Lightning App Builder: Navigate to a Case Record Page and select "Edit Page."
2. Deploy Component: Drag the Home Carousel Banner component from the left-hand menu onto your page layout.
3. Apply Filters:
   1. In the component settings, find the App Name field.
   2. Enter the filter name you created in Phase 1 (e.g., 3-Slide Quick Fix). This ensures only relevant slides appear for this specific case type.
4. Save & Activate: Click Save and ensure the page is activated for your users.

Phase 3: Using the Banner for Case Resolution

Service agents can now use the banner to streamline their workflow:

• Quick Scan: Instead of reading through lengthy case histories, agents can see the most critical troubleshooting steps at a glance.
• Actionable Guidance: Each slide provides a specific "Actionable Tip" to keep the conversation moving.
• Interactive Support: Use the "Watch Demo" or "More Info" buttons to access supporting media without leaving the page.
• Navigation: Click the arrows on the side of the banner to cycle through the different resolution stages.

Summary of Benefits