salesforce omnistudio consultant Practice Questions & Answers (Set 5)

#1 Which Omniscript element can be used to retrieve data from more than one source? Select 1

A. Calculation Action

B. Data Mapper Extract Action

C. Integration Procedure Action

D. Matrix Action

✅ Answer: Integration Procedure Action

Explanation:
An Integration Procedure is the only tool listed capable of orchestrating calls to multiple disparate sources (Salesforce, External APIs, etc.) in a single transaction.

#2 A business is creating an agent console with Flexcards to provide a 360° view... Account information, Active opportunities, Active contracts, and the ability to view and renew contracts. How should the consultant design the Flexcards to meet these requirements? Select 1

A. Parent Flexcard with multiple Child and different Card States

B. Parent Flexcard with multiple Child and Card Actions

C. Parent Flexcard with single Child and multiple Card States

D. Parent Flexcard with single Child and Card Actions

✅ Answer: Parent Flexcard with multiple Child and Card Actions

Explanation:
Multiple Child cards are needed for the different schemas (Opportunities vs Contracts), and Card Actions are required to fulfill the 'Renew' functionality.

#3 A company needs to create a quoting process... The process should use the grade and size to look up a discount factor, then multiply the unit price by that discount to return the quote. Which two tools should the consultant recommend? (Select 2) Select all that apply

A. Data Mapper Transform

B. Decision Matrix

C. Data Mapper Extract

D. Expression Set

✅ Answer: Decision Matrix, Expression Set

Explanation:
The Decision Matrix handles the lookup logic (Grade/Size to Factor), and the Expression Set handles the mathematical calculation (Price * Factor).

#4 A company needs to create a new quote estimation process... the user needs to enter a variable number of rows of data... Service category, Number of hours, Hourly rate... calculate the total for each row. Which two Omniscript elements should the consultant recommend? (Select 2) Select all that apply

A. Multi-select

B. Input Block

C. Formula

D. Radio Button

✅ Answer: Input Block, Formula

Explanation:
The Input Block (specifically Edit Block) allows for variable row entry (arrays), and the Formula element performs the multiplication calculation per row.

#5 A business needs to display installed products... on a mobile device. The information must be summarized so the technician can see key details at a glance. However, the technician also needs to sometimes access a list of past service dates for each product. Which two Flexcards features should the consultant recommend? (Select 2) Select all that apply

A. Enable the Responsive property

B. Use card states

C. Customize the styling

D. Use flyouts

✅ Answer: Enable the Responsive property, Use flyouts

Explanation:
Responsive property ensures the summary looks good on mobile; Flyouts provide on-demand access to the detailed service history list.

#6 A business wants to add typeahead functionality... begin entering the name of a contact in Salesforce... allow the user to select the contact... retrieve the contact's email address. Which data source is needed when using the Type Ahead Block element? Select 1

A. Navigate Action

B. Data Mapper Extract Action

C. Data Mapper Post Action

D. Expression Set Action

✅ Answer: Data Mapper Extract Action

Explanation:
A Data Mapper Extract is required to query Salesforce for the matching records and retrieve the email field based on the user's input key.

#7 A consultant is working on a project... considering using Decision Matrices and Expression Sets. What is the primary benefit of using Decision Matrices and Expression Sets in Omnistudio? Select 1

A. They facilitate the creation of custom objects.

B. They allow for calculations on matrix lookups and variables.

C. They enable the creation of custom code.

D. They allow for the creation of custom fields.

✅ Answer: They allow for calculations on matrix lookups and variables.

Explanation:
Their core purpose is to function as a Business Rules Engine, performing calculations based on variables and static lookup tables (matrices) without code.

#8 A company needs to create a process that allows call center admins to retrieve all open cases that have a case type of network issue and submit the case data 'as is' to a back office system for validation in batch on a daily basis. Once the cases have been submitted, the process should trigger an email to the supervisor. Which three Omnistudio tools should the consultant recommend? (Select 3) Select all that apply

A. Flexcard

B. Data Mapper Turbo Extract

C. Integration Procedure

D. Omniscript

E. Data Mapper Load

✅ Answer: Data Mapper Turbo Extract, Integration Procedure, Omniscript

Explanation:
Omniscript for the admin UI; Integration Procedure for the batch orchestration/email; Data Mapper Turbo Extract for efficient retrieval of the single case object list.

#9 A company has a process that requires minimum age to purchase... If the user is younger than 18 years, then the Omniscript needs to display a message stating 'You must be 18 years or older...' and also prevent users from continuing. Which two Omniscript components should the consultant recommend? (Select 2) Select all that apply

A. Messaging

B. Formula

C. Calculation

D. Alert

✅ Answer: Messaging, Formula

Explanation:
A Formula element is needed to calculate the age from the birthdate, and the Messaging element is used to display the error and block the 'Next' step based on the formula result.

#10 Agents for an insurance company need to know the current and past weather conditions... The Flexcard needs to provide fields extracted from a weather API and account fields from Salesforce. According to best practice, which data source should be used? Select 1

A. Streaming API

B. Integration Procedure

C. Data Mapper Extract

D. REST

✅ Answer: Integration Procedure

Explanation:
An Integration Procedure is best for retrieving and merging data from multiple disparate sources (Salesforce + External API) in a single server-side call.

#11 Omniscript has multiple steps that allow the user to review lists of cases, contacts, quotes... reaching performance limitations... development team warns that they may begin hitting Governor limits. Which two suggestions should the consultant propose? (Select 2) Select all that apply

A. Add Limit filter in Data Mapper Extract.

B. Combine the Data Mappers into an Integration Procedure.

C. Replace the Data Mapper Extracts with Data Mapper Turbo Extracts.

D. Add Order By filter in Data Mapper Extract.

✅ Answer: Combine the Data Mappers into an Integration Procedure., Replace the Data Mapper Extracts with Data Mapper Turbo Extracts.

Explanation:
IPs allow for server-side processing and response pruning (reducing payload), while Turbo Extracts are optimized for high-performance reading of single objects, reducing CPU limits.

#12 A company has a requirement to create a 360° view of their customers using Flexcards... customer data is stored in Salesforce but also in external legacy systems... parent Flexcard that contains multiple child cards... What is the advantage of embedding multiple child cards in this scenario? Select 1

A. Allows conditional views with the Toggle element on each child card

B. Enables the Flexcard to be used on a Community page

C. Allows multiple data sources to be used

D. Enables easier global styling changes

✅ Answer: Allows multiple data sources to be used

Explanation:
Each Child Flexcard can be configured with its own independent data source, allowing one view to aggregate data from Salesforce and multiple external systems concurrently.

#13 A business needs a 360° view... identified 20 different data elements and 10 actions... Once all of the elements are collected together on the Flexcard, it looks cluttered. Which two Flexcard features should the consultant recommend? (Select 2) Select all that apply

A. Put specific fields in a collapsible block.

B. Use a flyout action to display additional information.

C. Use a condition to hide data unless specific criteria are met.

D. Use a table or chart to display data.

✅ Answer: Put specific fields in a collapsible block., Use a flyout action to display additional information.

Explanation:
Flyouts and Collapsible Blocks allow the consultant to hide less critical information initially, decluttering the main view while keeping details accessible.

#14 A company needs to implement new verification processes for contacts... Recruiter, Candidate, and Trainer... verification process is different for each type of contact. Which Omnistudio tools should the consultant recommend? Select 1

A. Multiple Omnistudio Actions that invoke separate Omniscripts

B. Specific Flexcards with Actions for each type of Contact

C. Single Omnistudio Action that invokes separate Omniscripts

D. Single Flexcard with an Action to invoke an Omniscript

✅ Answer: Single Flexcard with an Action to invoke an Omniscript

Explanation:
Using a Single Flexcard creates a unified entry point; the Action invokes a 'Dispatcher' Omniscript that internally handles the logic to route the user to the correct process based on Record Type.

#15 Omniscript that allows call center agents to schedule field service appointments... retrieve available appointment dates from an external system via a REST API... 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? (Select 3) Select all that apply

A. HTTP Action

B. Text Block

C. Select

D. Text Area

E. Multi select

✅ Answer: HTTP Action, Text Block, Select

Explanation:
HTTP Action calls the API; Select element creates the dropdown list; Text Block displays the rich text/image confirmation.

#16 Which Omnistudio tool creates a Chatter post and sends to a Chatter feed? Select 1

A. Data Mapper Load

B. Chatter Envelope

C. Calculation Procedure

D. Integration Procedure

✅ Answer: Data Mapper Load

Explanation:
Data Mapper Load is used to insert records into Salesforce objects, including the 'FeedItem' object which represents a Chatter post.

#17 An insurance agency... find out total insurance premiums paid as well as the difference year over year... send them a summary report by email. Which three Omniscript elements should be used? (Select 3) Select all that apply

A. Email Action

B. Messaging Element

C. Data Mapper Post Action

D. Data Mapper Extract Action

E. Calculation Action

✅ Answer: Email Action, Data Mapper Extract Action, Calculation Action

Explanation:
Extract retrieves the data, Calculation Action performs the math (year over year diff), and Email Action sends the report.

#18 A consultant needs to design an Omniscript to capture... Select one payment method... Enter the address information with autocomplete... Enter a phone number. Which Omniscript elements should be used? Select 1

A. Checkbox, Geolocation, and Number

B. Multi Select, Address, and Telephone

C. Radio, TypeAhead, and Telephone

D. Select, TypeAhead, and Number

✅ Answer: Radio, TypeAhead, and Telephone

Explanation:
Radio allows single selection, TypeAhead enables autocomplete for addresses, and Telephone handles formatted phone inputs.

#19 An insurance company decides to implement a sales console... determines that Flexcards would be the best solution to display part of the required information. Which two pieces of data should the consultant recommend displaying using Flexcards? (Select 2) Select all that apply

A. Policies including type, issue date, amount

B. Terms and conditions for each policy

C. Guided troubleshooting process

D. Customer name, title, phone, email

✅ Answer: Policies including type, issue date, amount, Customer name, title, phone, email

Explanation:
Flexcards are best suited for 'at-a-glance' profile data (Customer info) and summary lists of related records (Policies).

#20 A company plans to rebuild a process... functionality that was originally written in APEX... process retrieves data from an external system. In this scenario, which Omnistudio data tool should the consultant recommend? Select 1

A. Integration Procedure

B. Data Mapper Extract