salesforce omnistudio consultant Practice Questions & Answers (Set 3) | CodeWme
#1 A consultant must design a 360 view of the customer. The business requirements are: • A header card with account information (name, account number, next billing date, invoice method) • A list of related contacts (first name, last name, phone) • All the open cases related to the account (subject, priority, SLA) An account will not have more than 2 contacts, but it could have more than 10 open cases. It is necessary to have the different sections available at a glance. Which two FlexCard features should the consultant recommend to improve the user experience? Select all that apply
✅ Answer: Use a Block Element with the Collapse property enabled, Use a Datatable element
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#2 A business has a requirement to display cases in a console for service agents. Cases can have a variety of statuses, including Active, Closed, or Escalated. When a case is Closed, agents need to be able to reopen the case. When the case is Active or Escalated, agents should not have the option to reopen the case. Which FlexCard functionality can be used to meet this requirement? Select 1
✅ Answer: Conditional View
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#3 The design team creates a mock-up proposal of an OmniScript for sales that includes more than 25 steps. The consultant reviews the proposal and sees that the OmniScript will be used for three different and complex sales processes: change of plan, new sale, and loyalty. The user will select the type of sale at the beginning of the interaction, and then the OmniScript will branch into either change of plan, new sales, or loyalty processes. Each process will contain multiple decision points for the user. Following best practices, what should the consultant recommend to improve the planned design of this OmniScript? Select 1
✅ Answer: Create a specific OmniScript for each business process.
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#4 Which two functions can be performed by DataRaptors? Select all that apply
✅ Answer: Transform data, Read and write data to Salesforce
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#5 Agents for an insurance company need to know the current and past weather conditions when creating claims for customers. The consultant implements a FlexCard for weather conditions in the console to ensure the agents have access to the information. The FlexCard needs to provide fields extracted from a weather API and account fields from Salesforce. According to best practice, what data source should be used? Select 1
✅ Answer: Integration Procedure
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#6 An OmniScript saves data to Salesforce and to an external system. What OmniScript element could save all this data? Select 1
✅ Answer: Integration Procedure Action
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#7 Which three of the following are functions of a Text Block element in OmniScript? Select all that apply
✅ Answer: Text formatting, Links or Images, Table formatting
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#8 What is the purpose of the Messaging element in OmniScript? Select 1
✅ Answer: Display a warning to users based on logical conditions
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#9 Which OmniStudio tool creates a Chatter post and sends to a Chatter feed? Select 1
✅ Answer: Integration Procedure
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#10 A customer needs to create an OmniScript to capture payment information. In the first step of the process, the user selects a payment type such as credit card, debit card, or direct bank account payment. Each payment type should display with a different icon. The process should check to see if the customer has any saved payment information of that type, and if there is, no further action is required. If there is no saved payment information, then the user should be allowed to enter the information, and the process should save it. Which three OmniStudio elements should be used to meet these requirements? Select all that apply
✅ Answer: DataRaptor Post Action, Select, DataRaptor Extract Action
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#11 A business has an existing Contact FlexCard that currently displays 5 actions. The business needs to add 3 more actions to the existing FlexCard. All 8 actions are equally important and used with the same frequency. The business wants to display the name and icon for each action. However, when reviewing the existing design, the consultant notices that the FlexCard is overloaded with actions. What FlexCard design solution should the consultant recommend? Select 1
✅ Answer: Add a menu element and include all the actions
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#12 A business has been experiencing a downturn in customer satisfaction due to billing issues. The business learns that when customers are allowed to schedule an inquiry call with an agent, customer satisfaction improves. For this reason, the business decides to create an OmniScript that asks the customer to rate their customer satisfaction using a 1-5 rating scale. If the customer satisfaction is less than 2, it should allow the customer to request a call back on a certain date and then create a case that includes a list of bills from an external system for the last 5 months in the case description. In what order should the consultant design the elements of the OmniScript to meet these requirements? Select 1
✅ Answer: Radio Input, Date Input, HTTP Action, DataRaptor Post Action
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#13 When a customer calls to add a new primary contact to their account, call center agents need to complete a new contact form. The agent enters the new contact information using an OmniScript and then needs to generate a PDF with the contact information pre-filled that can be shared with the customer. Which OmniStudio tool should the consultant recommend to generate the pre-filled PDF? Select 1
✅ Answer: Integration Procedure
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#14 A company begins a project to unify its customer data across the enterprise. After completing the discovery and analysis phases of the project, the project team recommends FlexCards as the primary solution. The stakeholders of the project are excited to move forward with this recommendation. However, IT is concerned that creating FlexCards will require custom coding and advanced technical skills they do not have on their team. Which two features should the consultant highlight to address IT's concerns? Select all that apply
✅ Answer: The FlexCard Designer, The FlexCard Wizard
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#15 A company has an existing OmniScript running in production. The business decides additional customer information is needed and wants to add more questions to the process. What is the most efficient approach that the consultant can recommend to the business to meet this requirement? Select 1
✅ Answer: Add a new Step element with Input elements
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#16 A company has an existing OmniScript that agents use to create new billing accounts. It currently has three steps to capture required information: • Step 1: account name and legal number • Step 2: billing cycle and monthly due date • Step 3: email and telephone number After each step, a DataRaptor is used to update the account information in Salesforce. Following best practices, which two improvements can the consultant recommend for this OmniScript? Select all that apply
✅ Answer: Use a single DataRaptor to save the information, Combine the three steps into one step
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#17 When designing OmniStudio solutions, what are two reasons that explain why Integration Procedures are recommended as the first choice of data sources for FlexCards and OmniScripts? Select all that apply
✅ Answer: They combine multiple actions into a single server call., They can retrieve Salesforce data from multiple objects faster.
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#18 An insurance company decides to use calculation procedures and matrices to calculate premium costs for new insurance policies. Prices change very frequently, resulting in multiple copies of the rating or pricing tables. What is an advantage of calculation procedures that the consultant should highlight in this scenario? Select 1
✅ Answer: Allows multiple versions that will execute based on when the request is made
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#19 Which OmniScript element can be used to retrieve data from more than one source? Select 1
✅ Answer: Integration Procedure Action
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#20 A consultant has a project with the following requirement: "Agents need to follow a standard customer greeting script in order to ensure brand consistency." Which OmniScript element should the consultant recommend to ensure the agents can see and follow these standard scripts? Select 1
✅ Answer: Text Area