salesforce omnistudio consultant Practice Questions & Answers (Set 2) | CodeWme
#1 What is the purpose of Step elements in OmniScript? Select 1
✅ Answer: Organizes the script into one or more pages
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#2 Based on the user analysis exhibit shown below, which three actions should appear on the card? Select all that apply
✅ Answer: Verify a transaction, View statements, Make a payment
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#3 A health provider company is building a new application for its medical officers. The company wants to display medical test reports for patients. Medical test reports is a custom object, related to the Patients object. For each patient, the company needs to list each medical test report including the report name, date requested, and date generated. From each medical test report, the user should be able to take the following actions: * Approve * Print for Review * Send for Retest Which OmniStudio tools should the consultant use to design a solution to meet these requirements? Select 1
✅ Answer: Single FlexCard with multiple actions
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#4 A company plans to rebuild a process that includes functionality that was originally written in APEX and Visualforce pages using OmniScript. The consultant reviews the process and sees in the first step, the user reviews data and then enters additional information. In the next step, the process retrieves data from an external system. In this scenario, which OmniStudio data tool should the consultant recommend? Select 1
✅ Answer: Integration Procedure
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#5 A company has a legacy application to display customer information. The application currently uses custom CSS/HTML to display Information in the company's color scheme and fonts. The application also provides users with access to more than 25 processes. Recently, a new project was started to build a 360° view using FlexCards to replace the legacy application. In this scenario, which three FlexCard features should the consultant recommend? Select all that apply
✅ Answer: Custom Styles, Actions, Datatables
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#6 An insurance agency wants to enable its call center agents to be more efficient when handling customer inquiries. After analyzing patterns in the call logs, the agency discovers that one of the top customer requests is to find out total insurance premiums paid as well as the difference year over year. Agents need to relay this information to the customer and then send them a summary report by email. The agency decides to implement this process using OmniScript. What three OmniScripts elements should be used to meet the requirements? Select all that apply
✅ Answer: Calculation Action, DataRaptor Extract Action, Email Action
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#7 A company plans to use OmniScript to digitally transform its business. During the discovery phase of the project, the team reviews all of the business processes including the individual steps of each process. As a result of the analysis, it is clear that many processes need to update contact data at different points in the process. What solution should the consultant recommend to efficiently meet these requirements? Select 1
✅ Answer: Create an Integration Procedure to update contact data with "Chain On Step" enabled and invoke it from all OmniScripts.
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#8 A company is designing a new console for contact center agents. The cards in the console need to display the following: * "Open" cases with case description, case open date, case type, assigned to and priority fields. Open cases should be highlighted with a red border. * "Awaiting Closure" cases with case description, last action taken date, resolution, approval reason for closure, and assigned to fields. These cases should be highlighted with a grey border. * "Closed" cases with case description, resolution, case closed date fields with a link to duplicate cases. All cases will be fetched using a single DataRaptor. How should the consultant design the FlexCard solution to meet these requirements? Select 1
✅ Answer: Using card filter and a single FlexCard with multiple flyouts
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#9 When a customer wants to buy a new device, a discounted rate can be applied after considering the number of lines and internet coverage on their current plan. Which OmniStudio tool could a consultant recommend to get the discounted rate? Select 1
✅ Answer: Calculation Matrices
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#10 Which OmniStudio tool can be used to invoke scheduled jobs? Select 1
✅ Answer: Integration Procedure
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#11 A business wants to create an OmniScript that allows call center agents to schedule field service appointments for customers. The process needs to retrieve available appointment dates from an external system via a REST API, and then display them to the user for selection in a dropdown list. Once the user selects a date, a confirmation should display with rich text and images. Which three OmniScript elements should be used to meet these requirements? Select all that apply
✅ Answer: Select, Text Block, HTTP Action
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#12 A business has a requirement to display an account and all of the associated contacts on a page. The number of contacts will vary for each account. For each contact, the page should display first name, last name, email, and phone number with options to edit the contact information or send a message. The primary contact for an account should be highlighted with a blue border. Which two FlexCards features should the consultant recommend to meet these requirements? Select all that apply
✅ Answer: States, Repeat Block
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#13 A company has deployed an OmniScript that is working as designed. During the process, the OmniScript has multiple steps that allow the user to review lists of cases, contacts, quotes, orders, and contracts for an account. Each step uses DataRaptor Extract Actions to retrieve Salesforce data. However, the OmniScript is reaching performance limitations, and the development team warns that they may begin hitting Governor limits. Which two suggestions should the consultant propose to address this concern? Select all that apply
✅ Answer: Replace the DataRaptor Extracts with DataRaptor Turbo Extracts, Combine the DataRaptors into an Integration Procedure
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#14 A business wants to display customer 360° information in a console for their call center agents. The customer information will come from a variety of sources, and the information should be grouped together logically. The agents will need to take different actions depending on the context of each group of information. Which tool should a consultant recommend to meet this requirement? Select 1
✅ Answer: FlexCards
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#15 What is the purpose of a DataRaptor Load? Select 1
✅ Answer: Write data to Salesforce objects
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#16 A company is beginning their first project using Calculation Procedures & Matrices. The developers on the team are concerned about learning the new tool and how they will test their calculation procedures. The consultant recommends that they use the built-in simulator. In this scenario, what benefit should the consultant highlight to the developer team? Select 1
✅ Answer: It generates sample input and output JSON that can be easily used to build DataRaptors.
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#17 A company has a requirement to create a 360° view of their customers using FlexCards. At this company, customer data is stored in Salesforce but also in external legacy systems. A consultant reviews the use cases needed and recommends a FlexCard canvas that contains multiple child cards inside the state of a parent FlexCard. What is the advantage of embedding multiple child cards in this scenario? Select 1
✅ Answer: Allows multiple data sources to be used
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#18 A business needs to create a FlexCard to display open cases for an account. The cases should display differently depending on their priority. * Low or Medium priority cases should display case data and an Update Account Info action. * High priority cases should include a red border, an alert notification, and an Escalate action. What is the most efficient way to meet these requirements? Select 1
✅ Answer: Create a FlexCard with two card states. Use conditions on the state to filter for priority.
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#19 Service agents must confirm customer contact information in the first step of a payment OmniScript. Contact information includes name, telephone number, mobile number, and email. None of the contact information on the first step is required. On the last step, after taking payment, the agent can optionally email the receipt to the customer. If the customer says yes, the agent selects a checkbox. If the agent selects the box but the email address field is empty, the process must require the user to return to the first step and enter the customer's email address. What should the consultant recommend to meet this requirement? Select 1
✅ Answer: Add a Set Errors element
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#20 A company has account information that they want to display to agents in a summarized view. For each account, they want to display icons that allow the user to launch guided processes for frequent tasks. The processes are reused in other parts of the business. Which three OmniStudio tools are needed to meet these requirements? Select all that apply
✅ Answer: FlexCards, OmniScript, Flyouts
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