salesforce omnistudio consultant Practice Questions & Answers (Set 4)

#1 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, so it's required to obtain certain information from this system. A consultant reviews the use cases needed and recommends a parent Flexcard that contains five child Flexcards inside the state of the parent Flexcard. Based on the Flexcard capabilities, how many different data sources can be configured for the Flexcards in this scenario? Select 1

A. 6

B. 2

C. 5

D. 1

✅ Answer: 6

Explanation:
Every individual Flexcard component has the ability to configure its own unique data source. With 1 Parent and 5 Children, there are 6 total cards, each capable of having a distinct data source.

#2 A Salesforce Omnistudio Consultant is tasked with creating an Omniscript for a client's customer service prices. The consultant wants to integrate Salesforce Knowledge into the Omniscript. What is one way the consultant can configure an Omniscript to search for Salesforce Knowledge articles? Select 1

A. Based on static values set up during configuration

B. Using a simple search bar

C. Using a complex search algorithm

D. Based on dynamic inputs from Omniscript fields

✅ Answer: Based on dynamic inputs from Omniscript fields

Explanation:
The Knowledge component can be configured to use merge fields (dynamic inputs) from the Omniscript data JSON to automatically filter or search for articles based on context.

#3 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

A. Add a new Step element with Input elements.

B. Add an embedded Flexcard.

C. Add a Lightning web component.

D. Add an Input Action to a Step.

✅ Answer: Add a new Step element with Input elements.

Explanation:
The standard, low-code method to collect data in an Omniscript is to use a Step element containing Input elements.

#4 A consultant is working with a client who wants to use a Flexcard to display data from a specific Salesforce object. The client is unsure which data source to use. What advice should the consultant give to the client? Select 1

A. The client should choose a data source that can retrieve data from the specific Salesforce object.

B. The client should choose a data source based on the speed of data retrieval.

C. The client should choose the data source that retrieves the most data.

D. The client should choose a data source based on the number of records it can retrieve.

✅ Answer: The client should choose a data source that can retrieve data from the specific Salesforce object.

Explanation:
The primary criteria for data source selection is functionality: it must be able to access the required schema (Salesforce Object). Performance and volume are secondary to capability.

#5 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 Omniscript elements should be used to meet these requirements? Select all that apply

A. Data Mapper Post Action

B. Select

C. Data Mapper Transform Action

D. Radio

E. Data Mapper Extract Action

✅ Answer: Data Mapper Post Action, Radio, Data Mapper Extract Action

Explanation:
Radio elements support images (icons). Data Mapper Extract is used to check for existing records. Data Mapper Post is used to save new records.

#6 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 could the consultant recommend to meet these requirements? Select all that apply

A. Datatable

B. Repeat Block

C. Collapsible Block

D. Flyouts

✅ Answer: Repeat Block, Flyouts

Explanation:
Repeat Blocks allow for flexible styling (like borders based on data) for variable lists. Flyouts allow actions like Edit/Send Message to occur without navigating away.

#7 A business is creating a new Omniscript that will allow agents to launch a guided selling process from an account detail page. The consultant reviews the initial design proposed for the Omniscript and sees that the process has the following steps: Step 1: Enter account name to retrieve account information; Step 2: Review and edit account information; Step 3: Select products; Step 4: Enter payment information. Following best practices, which suggestion should the consultant make to improve the design? Select 1

A. Use Multi-select elements in Step 3 for the product list.

B. Divide Step 2 into two steps, so each task is distinct.

C. Use an Edit Block in Step 4 to enter payment information.

D. Remove Step 1 and prefill the account information automatically.

✅ Answer: Remove Step 1 and prefill the account information automatically.

Explanation:
Since the process launches from the Account page, the ContextId is available. Best practice is to use this ID to fetch data automatically, removing the redundant manual entry step.

#8 What is the purpose of Step elements in an Omniscript? Select 1

A. Allows the user to input data

B. Groups elements that extract data

C. Enables the use of repeatable blocks

D. Organizes the script into one or more pages

✅ Answer: Organizes the script into one or more pages

Explanation:
The Step element acts as the container for a single page or screen in the Omniscript flow.

#9 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

A. Create a Flexcard with one card state. Use conditions on the fields and actions to filter for priority.

B. Create two Flexcards, one for Low or Medium priority cases and another for High priority cases.

C. Create two Flexcards with one card state each. Use conditions on the states to filter for priority.

D. Create a Flexcard with two card states. Use conditions on the state to filter for priority.

✅ Answer: Create a Flexcard with two card states. Use conditions on the state to filter for priority.

Explanation:
Using multiple Card States allows for completely different layouts (styles, actions, alerts) within a single component, controlled by data conditions.

#10 A Salesforce Omnistudio Consultant is validating an Omniscript they have developed for a client. The client has specific business requirements that the script must meet. What is the best way for the consultant to ensure that the Omniscript meets the client's business requirements? Select 1

A. Implement the Omniscript without comparing it with the client's business requirements.

B. Assume that the Omniscript meets the client's business requirements without conducting a review.

C. Conduct a thorough review of the Omniscript, comparing each step with the client's business requirements.

D. Ask the client to review the Omniscript with their internal team.

✅ Answer: Conduct a thorough review of the Omniscript, comparing each step with the client's business requirements.

Explanation:
Consultants must verify their own work against the requirements (traceability) before handing it over for client UAT.

#11 A company has an existing Omniscript that gathers customer information. User feedback suggests that the current process requires too much typing because all the data is entered into input text fields. The users also are concerned because there is no validation in the data that is entered, and users can sometimes enter data that contains errors. The required inputs are first name, last name, age, and email. Users are also presented a brief questionnaire regarding customer satisfaction. Which three input elements can the consultant recommend to improve usability and to provide validation? Select all that apply

A. Headline

B. Text Area

C. Number

D. Radio Group

E. Email

✅ Answer: Number, Radio Group, Email

Explanation:
Number validates age. Radio Group simplifies the questionnaire (less typing). Email validates the address format.

#12 Creating a Flexcard for agents to respond to account inquiries. The company has decided based on user analysis that High Frequency and High Importance tasks should be on the card. Based on a user analysis exhibit (not shown but implying Payment, Statements, and Credit Score are priority), which three actions should appear on the card? Select all that apply

A. Make a payment

B. Change payment method

C. View statements

D. View credit score history

✅ Answer: Make a payment, View statements, View credit score history

Explanation:
High priority/frequency tasks (Payment, Statements, Credit Score) belong on the card. Low frequency tasks (Change payment method) belong in a menu.

#13 A business requires a solution to generate an event record that is sent to the customer and is stored in Salesforce. Using an Integration Procedure, which two actions are necessary? Select all that apply

A. Response

B. Data Mapper Post

C. Data Mapper Extract

D. HTTP

✅ Answer: Data Mapper Post, Data Mapper Extract

Explanation:
Data Mapper Extract is needed to get the data to populate the event. Data Mapper Post is needed to save the event record in Salesforce.

#14 A consultant is working with a client who wants to transfer and transform data between Salesforce and the Omniscripts, Flexcards, and Integration Procedures tools. Which Omnistudio tool should the consultant recommend for this requirement? Select 1

A. Integration Procedures

B. Omniscripts

C. Data Mappers

D. Flexcards

✅ Answer: Data Mappers

Explanation:
Data Mappers (formerly DataRaptors) are specifically designed to read, write, and transform data between Salesforce and OmniStudio components.

#15 An insurance company decides to use Expression Sets and Decision 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 Expression Sets that the consultant should highlight in this scenario? Select 1

A. Allows aggregate functions

B. Allows AI integration to calculate next best offer using policy attributes

C. Allows multiple versions that will execute based on when the request is made

D. Allows text concatenation using algebraic operators

✅ Answer: Allows multiple versions that will execute based on when the request is made

Explanation:
Expression Sets support versioning with Start/End dates (Effective Dating), allowing the system to automatically select the correct pricing logic based on the transaction date.

#16 How should a consultant design the Omniscript solution to allow the user to stop and resume a process at a later time? Select 1

A. Configure a Resume Step

B. Use a Data Mapper Post Action

C. Use an Integration Procedure

D. Configure the save properties

✅ Answer: Configure the save properties

Explanation:
Enabling 'Allow Save For Later' in the Script Configuration properties provides built-in functionality for users to save their progress and resume via a generated URL.

#17 A company needs to create an Omniscript with three steps. Step 1: Enter customer details. Step 2: Select a product. Step 3: Display a price retrieved from a REST API. The product's price should automatically display in Step 3. What should the consultant add to the design of the Omniscript to meet these requirements? Select 1

A. Integration Procedure Action inside Step 3

B. Integration Procedure Action between Step 2 and Step 3

C. Data Mapper Post Action between Step 2 and Step 3

D. Data Mapper Post Action inside Step 2

✅ Answer: Integration Procedure Action between Step 2 and Step 3

Explanation:
The Integration Procedure should run after Step 2 (Product Selection) but before Step 3 (Display) to ensure the price is retrieved and available to display immediately when Step 3 loads.

#18 Service agents must confirm customer contact information in the first step of a payment Omniscript... On the last step, after taking payment, the agent can optionally email the receipt. 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? Select 1

A. Add a Data Mapper to retrieve the email address

B. Add a Set Errors element

C. Add a Conditional View to the last step

D. Add a Validation Rule to the Contact object

✅ Answer: Add a Set Errors element

Explanation:
A Set Errors element can be configured with a conditional view (e.g., Checkbox=True AND Email=Null) to block submission and enforce validation logic.

#19 Company has a legacy application using custom CSS/HTML... also provides access to more than 25 processes. Recently, a new project was started to build a 360° view using Flexcards to replace the legacy application. Which three Flexcard features should the consultant recommend? (Select 3) Select all that apply

A. Custom Styles

B. SLDS/LWC

C. Datatables

D. Menu elements

E. Actions

✅ Answer: Custom Styles, Menu elements, Actions

Explanation:
Custom Styles meet the branding requirement; Menu elements organize the 25+ processes; Actions provide the functionality to launch those processes.

#20 A business implements several Omniscripts... the consultant notices that each Omniscript needs to update address data, but each Omniscript collects the information differently using different labels and input elements. What should the consultant recommend to improve these Omniscripts? Select 1

A. Create a reusable Omniscript to update address information

B. Use a Data Mapper Transform to standardize the data format

C. Create new versions of the Omniscripts to collect the address information

D. Add an address Type Ahead Block element to all the Omniscripts

✅ Answer: Create a reusable Omniscript to update address information

Explanation:
Creating a single Reusable Omniscript for address updates allows it to be embedded in multiple parent scripts, ensuring consistency and simplified maintenance.

salesforce omnistudio consultant Practice Questions & Answers (Set 4) | CodeWme