OmniStudio Consultant Study Guide

Omnistudio Consultant Certification includes an overview of concepts related to Omnistudio for Vlocity, Omnscripts, Dataraptors, Integration Procedures and Flexcards. Most of the questions revolve around Consulting and solutions for clients.

All you need is to have very clear what each thing does and what solution it brings, you don’t need to be an expert building Omniscripts or Flexcards (although I would highly recommend you spin up an OmniStudio org and start practicing).

The topics and weight are as follows:

  • FlexCards: 23%
  • OmniScripts: 27%
  • Data Tools: 23%
  • Best Fit Solutioning: 27%

Omnistudio Consultant Study Guide Questions

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Study Guide questions

  1. A company has designed a process that extracts a large amount of data from a Salesforce object. Due to the volume of data that will be retrieved, it is important that Governor limits are not exceeded. What solution should the consultant recommend?
    1. DataRaptor Extract with Chaining
    2. DataRaptor Turbo Extract
    3. Calculation Procedure and DataRaptor Turbo Extract
    4. Integration Procedure and DataRaptor Turbo Extract

Integration Procedures can perform more data processing steps than DataRaptors can, and they’re more flexible.

  1. Which OmniScript element can be used to retrieve data from more than one source?
    1. Calculation Action
    2. Integration Procedure Action
    3. DataRaptor Extract Action
    4. Matrix Action

Integration Procedures can perform more data processing steps than DataRaptors can, and they’re more flexible than Calculation Procedures.

  1. A company needs an OmniScript to allow customers to order products and services from their website. After the order is submitted, the customer should be able to download a PDF summary of the order. What type of DataRaptor should the consultant recommend to meet this requirement?
    1. DataRaptor Load
    2. DataRaptor Extract
    3. DataRator Turbo Extract
    4. DataRaptor Transform

DataRaptor Transforms let you perform intermediate data transformations without reading from or writing to Salesforce. Formulas are supported.
• Convert JSON input to XML output, and vice versa
• Restructure input data and rename fields
• Substitute values in fields (all DataRaptors can substitute values)
• Convert data to PDF, DocuSign, or Document Template format

  1. A company implements an Integration Procedure that is invoked from an OmniScript. The Integration Procedure includes a recommended practice to improve performance and address users’ concerns. Which feature should the consultant recommend to improve performance and address users concerns?
    1. Try Catch
    2. Batch jobs
    3. Chaining
    4. Conditions

Enable chaining from the OmniScript or parent Integration Procedure action that calls the long-running Integration Procedure.
To maximize performance, steps are chained only when they hit governor limits. If no limits are exceeded,
all the steps in the Integration Procedure run in a single transaction.

  1. 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?
    1. Add a new Step element with Input elements
    2. Add an LWC component
    3. Add an Input Action to a Step
    4. Add a embedded FlexCard

Adding a new step doesn’t require creating a new omniscript or disturbing the rest of the rest.

  1. A business wants to add Type Ahead functionality to an existing OmniScript. The business wants the user to begin entering the name of a Contact in Salesforce and allow the user to select the Contact once it has found a match. Once the contact has been selected, the OmniScript should retrieve the contact’s email address for use in a later step of the process. What data source is needed when using the TypeAhead element?
    1. HTTP Action
    2. Integration Procedure Action
    3. DataRaptor Post Action
    4. DataRaptor Extract Action

Display a list of results when a user begins typing in an input field by using the Type Ahead Block. When a user selects a record, the Type Ahead Block can retrieve additional information related to the record. For example, a Type Ahead Block can be used with a DataRaptor to list Accounts in the results.

  1. A business wants to create an OmniScript that allows call center agents to schedule Field Service appointment 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? Choose 3 answers
    1. Text Block
    2. HTTP Action
    3. Text Area
    4. Select
    5. Multi-select

Call internal and external web services from OmniScript without coding or making Salesforce API calls using the HTTP Action.
The Text Block element displays a block of text to the user and its rich text.
Enable users to select from a dropdown by adding a Select element to your OmniScript. Manually enter options or dynamically pull options from an Apex class and method, or for a Salesforce object.

  1. A business has a project that must be completed soon in order to meet important deadlines. However, the developer on the project has left the company, and the new team on the project has decided to use OmniStudio tools. The development work completed so far was done using APEX code. The new team must complete the project following these guidelines:
  • •  Minimize implementation time
  • •  Ensure end-user processes are as simple as possible
  • •  Find a way to ensure optimal UX

In this scenario, what two actions should the consultant recommend to the project team? Choose 2 answers

  1. Replace existing APEX using DataRaptors and HTTP Actions
  2. Create new LWC templates for branding and styling
  3. Implement FlexCards and OmniScripts for the front-end
  4. Use existing APEX classes as data sources

Replacing Apex with Dataraptor and HTTP makes it easy to implement.
Using Flexcards and Omniscripts makes optimal UX (or so they say lol)

  1. 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? Choose 3 answers
    1. Actions
    2. Custom Styles
    3. Menu elements
    4. Datatables
    5. Newport Design System

Actions for accessing the processes. Custom Styles to do the CSS and color scheme and fonts. The last two options are unviable.

  1. When a customer calls to add a new primary contact to their account, call center agents need to complete a 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’
    1. OmniStudio Action
    2. Integration Procedure
    3. DataRaptor
    4. Calculation Procedure

Dataraptor is the one that can generate PDFs

  1. Which element allows a user to retrieve data from a single field and display it in a dropdown list?
    1. Calculation Action
    2. DataRaptor Extract Action
    3. Lookup
    4. Select

With the Lookup Element, you can Run a query using text input to retrieve Salesforce data using the Lookup element. The retrieved data is returned in Value/Label pairs and becomes available for selection in a dropdown list.

  1. A business needs to display installed products for field service technicians on service calls using a mobile device. The installed product information must be summarized so the technician can see key details at a glance. How the technician also needs to sometimes access a list of past service dates for each product. Which two FlexCards features should the consultant recommend to meet this requirement? Choose 2 answers
    1. Use flyouts
    2. Use card states
    3. Enable the Responsive property
    4. Customize the styling

Enable an element’s width to change when the viewport updates. For example, make the widths of the fields for First Name and Last Name of a Contact take the full width of the page on smaller devices, but shrink to 50% on larger devices such as laptops and desktops.
With Flyouts you can access the list of past service because Flyouts can display related data from the parent card.

  1. Which two functions can be performed by DataRaptors? Choose 2 answers
    1. Transform data
    2. Combine requests into a single response
    3. Read and write data to external systems
    4. Read and write data to Salesforce

A DataRaptor is a mapping tool that enables you to read, transform, and write Salesforce data. There are
four types of DataRaptor: Turbo Extract, Extract, Transform, and Load.

  1. When a customer calls to report a product issue, agents need to check all open cases related to that product to see if there are any solutions that can resolve the customer’s issue. Products that have been purchased are stored as assets, and there is a lookup relationship from case to asset that allows cases to be linked to the products customers have purchased. What type of DataRaptor can be used to retrieve a list of cases filtered by the customer’s asset and the last service date of the asset?
    1. DataRaptor Turbo
    2. DataRaptor Extract
    3. DataRaptor Load
    4. DataRaptor Transform

Can’t be turbo because it cannot be structured. Load cannot be because it is to extract and it doesn’t require any transformations, only filter.

  1. 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 field from Salesforce. According to best practice, what data source should be used?
    1. Streaming API
    2. DataRaptor Extract
    3. REST
    4. Integration Procedure

When more than one source is used, it’s recommended to use Integration Procedure

  1. Which two of the following use cases are best solved using Calculation Procedures & Matrices? Choose 2 answers
    1. To apply the correct factor when determining a cost
    2. To return output that is calculated differently based on the date
    3. To determine the list of products to display to a customer
    4. To retrieve text data and convert it to an integer

Calculation matrices and procedures don’t give you a list of products (that’s probably Cart) and they don’t retrieve text data like python

  1. A company needs to create some boundaries for their sales teams regarding the minimum and maximum discounts that can be applied to their orders. The discount thresholds are set using adjustments such as 5%, 10%, 15%, 20%, 25%, and 30%. The minimum adjustment and the maximum adjustment are determined by their region and their customer lifetime score. Which two OmniStudio tools should the consultant recommend to meet these requirements. Choose 2 answers
    1. OmniStudio Action
    2. Calculation Procedure
    3. Calculation Matrix
    4. DataRaptor Transform

Determined by region and score speaks of Calculation Procedure and Matrix. Actions are buttons and Transform doesn’t quite cut it

  1. A consultant wants to proceed with a FlexCard canvas design that will display data from a legacy billing system. The legacy billing system is being extended to add a SOAP endpoint that will allow for the data to be retrieved in XML format. However, the endpoint is not ready yet. Which data source should the team use to make progress on the design?
    1. DataRaptor
    2. Apex REST
    3. Integration Procedures
    4. Apex Remote

Dataraptor can only handle one source. Apex remote is more cpu intensive and more complex than IP. this can be done with Apex RESt but ultimately, Integration Procedure would be the most flexible to send multiple calls in a single server call.

  1. A business needs a 360° view of their accounts, including a FlexCard to display all of the products sold to the account. The business identified 20 different data elements and 10 actions that users would need when viewing the product information. Once all of the elements are collected together on the FlexCard, it looks cluttered. Which two FlexCard features should the consultant recommend to address this issue? Choose 2 answers
    1. Use a table or chart to display data
    2. Use a flyout action to display additional information
    3. Use a condition to hide data unless specific criteria are met
    4. Put specific fields in a collapsible block

Using Flyout makes it look more organized at a glance. And you can hide some fields with a collapsible block.

  1. A business wants to create a reusable OmniScript to capture customer payment information during the order process. The business decides that the first step of the payment process should include:
  • •  Payment type (credit card or bank account)
  • •  Payment amount

Which two elements should the consultant recommend for this step of the process? Choose 2 answers

  1. Number
  2. Radio
  3. Multi-select
  4. Currency

Payment type can only be one so it’s not Multi-select. Why would you use Number when you can use Currency?

  1. 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?

  1. Create a FlexCard with two card states. Use conditions on the state to filter for priority.
  2. Create a FlexCard with one card state. Use conditions on the fields and actions to filter for priority.
  3. Create two FlexCards with one card state each. Use conditions on the states to filter for priority.
  4. Create two FlexCards, one for Low / Medium priority cases and another for High priority cases.

In a flexcard you can customize each card in it by its state to display various clickable actions, information, and optional visual cues. Also, you can add conditions to each one within the same flexcard.

  1. A company implements an Integration Procedure that is invoked from an OmniScript. The Integration Procedure includes a very long-running process that makes users impatient. Which feature should the consultant recommend to Improve performance and address users’ concerns?
    1. Try Catch
    2. Batch jobs
    3. Chaining
    4. Conditions

Enable or disable chaining during execution, to prevent a long-running procedure from exceeding Salesforce governor limits.

  1. 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?
    1. Allows aggregate functions
    2. Allows text concatenation using algebraic operators
    3. Allows multiple versions that will execute based on when the request is made
    4. Allows AI integration to calculate next best offer using policy attributes

Calculation procedures uses math operators

  1. 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 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?
    1. Create an Integration Procedure to update contact data with “Chain On Step” enabled and invoke it from all OmniScripts.
    2. Create an OmniScript that uses the reusable property to update contact data and embed it in other OmniScripts.
    3. Create an OmniScript to update contact data and invoke it when other OmniScripts complete.
    4. Create a FlexCard for contacts, and add an Update Contact Details OmniScript as an action.

An OmniScript can be reused in one or more existing OmniScripts. Reusing OmniScripts enables you to build a variety of smaller scripts and then piece them together into one or more parent scripts.

  1. A business has a requirement to display an account and all of the associated contacts on a page. The number contacts will vary for each account. For each contact, the page should display first name, last name, email, at phone number with options to edit the contact information or send a message. The primary contact for an a should be highlighted with a blue border. Which two FlexCards features should the consultant recommend to meet these requirements? Choose 2 answers
    1. Datatable
    2. Flyouts
    3. States
    4. Repeat Block

Flyouts have the style feature to achieve this requirement.

  1. 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 to meet these requirements? Choose 3 answers
    1. DataRaptor Turbo Extract
    2. OmniScript
    3. FlexCard
    4. Integration Procedure
    5. DataRaptor Load

Turbo can extract the open cases. Omniscript, Integration procedure can email the supervisor. Omniscript to make the guided process. Flexcard will only show and Load will only write back to Salesforce.

  1. When designing OmniScripts, which three best practices should consultants recommend to increase user adoption? Choose 3 answers
    1. Prefill data for users when possible
    2. Replicate existing processes as-is
    3. Provide keystroke commands for data entry
    4. Divide complex processes into sections
    5. Provide user help text

Replicate process and keystroke commands are not in the best practices.

  1. 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?

  1. DataRaptor Post Action between Step 2 and Step 3
  2. Integration Procedure Action between Step 2 and Step 3
  3. DataRaptor Post Action inside Step 2
  4. Integration Procedure Action inside Step 3

The Integration Procedure can fetch the product price between the steps and then it can be displayed in step 3

  1. 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 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?

  1. Using card session variables and a single FlexCard with multiple flyouts
  2. Using card session variables and multiple FlexCards
  3. Using card filter and a single FlexCard with multiple flyouts
  4. Using card filter and multiple FlexCards

Card Session variables can highlight the flexcard

  1. A company wants to create a new digital interaction process that allows customers to request a quote for service from a local retail energy supplier. The process requires the following actions:
  • •  Allow the user to select one or more energy products from a list
  • •  Get current energy usage data from an external system via an API
  • •  Save the data back to Salesforce as a Lead

Which three OmniScript elements should the consultant recommend to meet these requirements? Choose 3 answers

  1. DataRaptor Post Action
  2. Multi-select Input
  3. Post to Object Action
  4. Radio Input
  5. HTTP Action

Post action saves to Salesforce. Multiselect input for the user to select one or more products. Action HTTP to get current energy usage externally.

  1. A business has the following requirements:
  • •  To display cases for an account
  • •  The user should see all of the cases on the canvas
  • •  The user should be able to create a new case from the canvas The consultant decides to use states to enable this functionality.

Which type of state should the consultant recommend to allow users to create a new case from the canvas?

  1. Active Card State
  2. Blank Card State
  3. Edit Mode State
  4. New Card State

Card states display fields and vlocity actions. This should be an Active card

  1. How many levels deep can reusable OmniScripts be nested?
    1. 2
    2. 5
    3. Unlimited
    4. 1

Every Omniscript can only have one child.

  1. 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 total insurance premiums paid as well as the difference year over year. Agents need to relay this information the customer and then send them a summary report by email. The agency decides to implement this process using OmniScript.

What three OmniScript elements should be used to meet the requirements? Choose 3 answers

  1. DataRaptor Extract Action
  2. Email Action
  3. DataRaptor Post Action
  4. Messaging Element
  5. Calculation Action

Dataraptor to get the records of the person. Calculation to calculate year difference and then Email action to send them the summary.

  1. 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?
    1. Add a menu element and include all the actions
    2. Create a new contact FlexCard for the new actions
    3. Add a flyout to the existing FlexCard
    4. Use a block element to add these new actions

Menu element displays a list of actions as a dropdown menu.

  1. What can a DataRaptor Extract do?
    1. Create data in multiple related objects
    2. Extract data from a spreadsheet
    3. Retrieve data from multiple related objects
    4. Load data from external sources

Dataraptor to get the records of the person. Calculation to calculate year difference and then Email action to send them the summary.

  1. A business Implements FlexCards in their customer 360° view. The business wants to add a new action to on the FlexCards that redirects users to an external web page. Which type of action should the consultant recommend to meet this new requirement?
    1. Redirect
    2. Event
    3. Navigate
    4. URL

Navigate to a Web page from an OmniScript by using the Web Page PageReference Type.

  1. In which two scenarios should a DataRaptor be used? Choose 2 answers
    1. To retrieve an account and its related contacts
    2. To retrieve today’s financial news
    3. To send an SMS alert to the user when a process completes
    4. To merge the city and state fields into a single field

Extract: Read data from Salesforce objects and output JSON or XML with complex field mappings. Formulas are supported.
Transform: Perform intermediate data transformations without reading from or writing to Salesforce. Formulas are supported.

  1. What is the purpose of Step elements in OmniScript?
    1. Allows the user to input data
    2. Groups elements that extract data
    3. Enables the use of repeatable blocks
    4. Organizes the script into one or more pages

When creating the script structure for an OmniScript, Steps should be used to create each “page” of the form. Users can navigate through Steps using Next and Previous buttons

  1. A company needs to generate invoices when contracts reach an approved status. Users should initiate the invoice generation process from the contract page, but the option should not appear until the contract reaches the approved status. After the invoice is generated, it should be sent to the customer for signature. What three tools should be used in the solution the consultant recommends to meet these requirements? Choose 3 answers
    1. OmniScript
    2. Interaction Launcher
    3. FlexCards
    4. OmniStudio Action
    5. DataRaptor

Generate the invoice with DataRaptor. Send it with DataRaptor. Guided process for the invoice with Omniscript.

  1. Which OmniStudio tool is optimized for performance and minimizes configuration time?
    1. Integration Procedure
    2. DataRaptor Extract
    3. DataRaptor Turbo Extract
    4. Calculation Procedure

A DataRaptor Turbo Extract retrieves data from a single Salesforce object type, with support for fields from related objects. You can filter the data and select the fields to return. They have the advantage of simpler configuration and better performance at runtime.

  1. 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. The 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?
    1. Pass the process type as an input parameter.
    2. Add more conditional views to branch the OmniScript into logical sections.
    3. Add more Step elements to create shorter pages.
    4. Create a specific OmniScript for each business process.

Navigate to a Web page from an OmniScript by using the Web Page PageReference Type.

  1. A business needs a 360° view of their accounts, including a FlexCard to display all of the products sold to the account. The business identified 20 different data elements and 10 actions that users would need when viewing the product information. Once all of the elements were collected together on the FlexCard, it looked cluttered. What FlexCard feature should the consultant recommend to address this issue?
    1. Zones
    2. States
    3. Actions
    4. Flyouts

Create a flyout to display additional information about the record displayed on the card when you click the card. 

  1. A business wants to create a FlexCard for mobile plans to add to their Customer 360° console application. The FlexCard needs to include the following actions:
  • •  Start a process to retrieve plan consumption data
  • •  Create a new case
  • •  Open a promotions web page
  • •  Change the SIM card

Which combination should the consultant use in designing the solution?

  1. Custom Event and Redirect URL
  2. OmniScript and Navigate
  3. Event, Navigate and Card
  4. Flyout and OmniScript

The guided process is designed with Omniscript and Navigate element to open the promotions web page

  1.   An investment portfolio manager wants to build a console to display:
  • •  Client information
  • •  Profile attributes
  • •  Investment instrument information

There are more than 20 profile attributes. Each investment instrument has 15 fields of information to display. The fields should be grouped logically. How should the consultant design a solution to meet the requirements?

  1. A header FlexCard for client information with a Flyout for profile attributes
    •  Child FlexCards for investment instruments with a Flyout for additional information
  2. • A header FlexCard for client information and profile attributes
    •  FlexCards for investment instrument information
  3. • An OmniScript with a Step for client information
    •  Block Elements for investment instruments
  4. • A header FlexCard for client information and profile attributes
    •  Child FlexCards for investment instruments with a Flyout for additional information

Header flexcard will be on top of the whole thing and display information. A child can present instruments in flyout to avoid clutter.

  1. In OmniScript, how can pages or groups of fields be controlled based on the choices made by the user?
    1. A. Add Cancel and Save options for the user
    2. Create child OmniScripts for branched flow
    3. Use the Conditional View property on a Step or Block element
    4. Use the Radio Input property for a Step or Block element

Conditional makes it show different stuff based on a condition or choice

  1. A client wants to create an OmniScript to capture customer satisfaction. The process requires the following actions:
  • •  Present the user with a customer satisfaction question that allows them to select one option from a 1-5 satisfaction rating.
  • •  Create a case for an account team member to follow up.
  • •  Email a summary message to the user.

Which OmniScript elements should the consultant recommend to meet these requirements’

  1. Radio Group, Remote Action, and Messaging Action
  2. Multi-Select, Remote Action, and Email Action
  3. Radio Group, DataRaptor Post Action, and Email Action
  4. Edit Block, DataRaptor Post Action, and Messaging Action

For rating use a radio group. To create a case in SF use Dataraptor post action and to email the summary with the Email action

  1. Which three functions are performed by Action elements in OmniScript? Choose 3 answers
    1. Display error messages to the user
    2. Get and update data through APIs
    3. Organize data into multiple pages
    4. Send DocuSign emails for signature
    5. Get and update data in Salesforce

Display error is not an action element, nor is organize data into multiple pages. That leaves us the remaining three.

  1. Which of the following are Integration Procedure Actions?
    1. Email
    2. OmniScript
    3. PDF
    4. TypeAhead

An Email Action sends the specified email. You can either specify all the email field values or use a Salesforce email template.

  1. A consultant designs a FlexCard with five card states following best practices. Four of the card states have a condition. At runtime, if two of the states’ conditions are true, which state will be displayed?
    1. The first state with the highest priority closest to the top of the canvas
    2. The state closest to the top of the canvas
    3. The first state with a true condition closest to the top of the canvas
    4. The state with a true condition that has the highest priority

SF will pick the one with highest priority if two are a match.

  1. A company has a process that requires a birthday validation. At the beginning of the process, the user is asked to input their birthday. If the user is less than 18 years old, then the process should display an error stating that the age cannot be less than 18. The process should restrict users from continuing. If the user is 18 or older, then the process should proceed without any error message. Which two OmniScript features should the consultant recommend to meet this validation requirement? Choose 2 answers
    1. Calculation
    2. Messaging
    3. Alert
    4. Formula

Display comments, requirements, success, and warning messaging depending on whether the validate expression returns true or false. Configure the Messaging element after Creating a Formula or Aggregate in an OmniScript, or any other element, to display validation messages in the OmniScript. Merge fields are supported in messages.

  1. A telecommunications company wants to create a 360° view of their customers, including all customer install products grouped by service address. During the discovery phase of the project, the consultant identifies that installed products can have 4 different statuses. Agents complete different processes, depending on status of installed product.

The consultant creates an inventory of all statuses and processes as shown below.

  • •  Status = Active (Pay bill, Review usage, Cancel service)
  • •  Status = Suspended (Pay bill, Reconnect service,  Cancel service)
  • •  Status = Pending installation (Set up billing, Schedule installation, Cancel installation)
  • •  Status = Canceled (Reconnect service, Cancel service)
  • •  Status = Pending installation (Set up billing, Schedule installation, Cancel installation)
  • •  Status = Canceled (Pay bill, Disconnect service, Reconnect service)

Which two FlexCard features should the consultant use to meet these requirements? Choose 2 answers

  1. States
  2. OmniStudio Action
  3. Custom Style
  4. Flyout

Actions and States. The different statuses cannot be done with simple custom style or just Flyout

  1. In an Integration Procedure, what group element will control whether an individual action executes?
    1. Conditional Block
    2. Cache Block
    3. Try-Catch Block
    4. Loop Block

A Conditional Block executes in its entirety if an expression is true, executes one of a set of mutually exclusive conditions defined in the steps it contains, or both

  1. A company needs to create multiple guided processes on their public website. The processes need to be styled using the corporate branding kit. The corporate branding kit Includes guidance on colors, fonts, and icons. In addition, the website that the process will be deployed to has a style guide that dictates the format for radio buttons, slide bars, and other user interface elements. The company wants both the corporate branding kit at the website’s style guide to be globally implemented in these new processes. Which three OmniStudio features and tools should the consultant recommend to meet these requirements? Choose 3 answers
    1. OmniScript
    2. Custom Styles
    3. OmnlOut
    4. Newport Design System
    5. FlexCards

Omniscript for guided process.
Custom Styles for the style.

  1. How should the consultant design the OmniScript solution to allow the user to stop and resume a process at a later time?
    1. Configure the Save property
    2. Configure a Resume Step
    3. Use an Integration Procedure
    4. Use a DataRaptor Post Action

Save property allows to resume the process without losing the data entered. Resume step doesn’t exist and Post Action only saves to SF. IP seems overkill.

  1. 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? Choose 3 answers
    1. DataRaptor Transform Action
    2. Select
    3. DataRaptor Extract Action
    4. Radio
    5. DataRaptor Post Action

radio for payment option (only choose one not multiple). Extract to find other saved payment information and Post to save the data on the record.

  1. A company needs to create a new quote estimation process for its services team. This process involves multiple steps. The user needs to enter a variable number of rows of data in order to calculate the correct final price for the quote. The data that needs to be entered in each row includes:
  • •  Service category
  • •  Number of hours
  • •  Hourly rate

The number of hours should be multiplied with the hourly rate to calculate the total for each row. Which three OmniScript elements should the consultant recommend to meet these requirements? Choose 3 answers

  1. Edit Block
  2. Multi-select
  3. Formula
  4. Step
  5. Input Block

Edit Blocks enable a user to add and edit multiple entries in a single array. Then add a step and calculate with formula.

  1. What is the purpose of the Messaging element in OmniScript?
    1. Display a custom styled message
    2. Send email/text to users based on logical conditions
    3. Trigger an event to external data sources based on logical conditions
    4. Display a warning to users based on logical conditions

Display comments, requirements, success, and warning messaging depending on whether the validate expression returns true or false with Messaging element.

  1. A business has been experiencing a downturn in customer satisfaction due to billing issues. The business learned 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 the last 5 months in the case description. In what order should the consultant design the elements of the OmniScript to meet these requirements?
    1. Radio Input, Date Input, HTTP Action, DataRaptor Post Action
    2. Date Input, Radio Input, HTTP Action, DataRaptor Post Action
    3. HTTP Action, DataRaptor Post Action, Date Input, Radio Input
    4. HTTP Action, Radio Input, Date Input, DataRaptor Post Action

Radio input for the customer rating. Date input for the call back date and to create the case Data post action. To fetch the list of bills HTTP Action.

  1. A business wants to transform an existing process into a digital interaction using OmniScript. The process includes several steps. Some steps apply to all users, and other steps only apply to users depending on their responses to certain questions. The business does not want all users to have to go through all the steps. Which OmniScript feature should the consultant recommend to meet this requirement?
    1. User Roles
    2. Conditional Views
    3. Script Configuration
    4. Script Profiles

Since not all steps apply to all users and certain steps apply depending on the response, it’s Conditional Views.

  1. 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? Choose 3 answers

  1. Headline
  2. Radio Group
  3. Email
  4. Text Area
  5. Range

The Radio Group element allows users to quickly answer a large volume of multiple choice questions in one step. The Email field to validate users enter actual emails, and text area for the other inputs.

  1. A company needs a guided process for their internal support department that will provide the following functionality:
  • •  Allow the user to enter their employee id
  • •  Retrieve name, mobile phone, title, and email using the employee id
  • •  Display the user’s details on a page
  • •  On another page, allow the user to enter case details, including subject, category, severity, and description

Which three elements should the consultant recommend to meet these requirements using an OmniScrip? Choose 3 answers

  1. Messaging
  2. DataRaptor Post Action
  3. Calculation Action
  4. DataRaptor Extract Action
  5. Steps

Post action to save it on SF. Extract to retrieve sf records. and Steps to separate the pages.

  1. A consultant needs to design an OmniScript to capture the following information:
  • •  Select one payment method from a list of options
  • •  Enter the address information with autocomplete
  • •  Enter a phone number

Which OmniScript elements should be used to capture this information?

  1. Radio, TypeAhead, and Telephone
  2. Multi-Select. Address, and Telephone
  3. Checkbox, Geolocation, and Number
  4. Select, TypeAhead, and Number

radio for payment option (only choose one not multiple). type ahead to autocomplete and telephone for the phone number

  1. Which three use cases should be implemented using Calculation Procedures & Matrices? Choose 3 answers
    1. Use a house’s address, size, and age of the building to determine an insurance premium.
    2. Use rules to determine eligible insurance products based on a house’s address and age of the building.
    3. Use location and past usage to determine the monthly cost for an energy product.
    4. Use the product color and capacity to determine the price of a product.
    5. Use risk factors for an insured item to determine different insurance product options.

Rules are overkill for this use case. Risk factors can determine price but not product options.

  1. A company wants to create a new customer buying journey for their website. The buying journey should include the following functionality:
  • •  Allow the user to enter contact and address information
  • •  Require the user to enter age, gender, and optionally income bracket
  • •  Compute a discount percentage per product based on the customer data provided
  • •  Save the list of suggested products including discounts

Which three OmniStudio tools should the consultant use to design a solution that meets these requirements? Choose 3 answers

  1. OmniScript
  2. Integration Procedures
  3. Calculation Procedures and Matrices
  4. FlexCard
  5. OmniStudio Action

Omniscript for the guided buying journey. Integration procedures for the multiple requests and saving data effectively. Calculation procedures and matrices for computing the discount based on age and etc.

  1. In which two cases should an Integration Procedure be used as a data source for FlexCards and OmniScripts, Choose 2 answers
    1. To achieve elastic scaling
    2. To retrieve multiple data sources in a single response
    3. To minimize the number of elements to be configured
    4. To separate the user interface from changes in the data sources

IP can call multiple sources and its the same, if done with data raptor then it’s relative and might change with the user interface.

  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. 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?

  1. Enables easier global styling changes
  2. Allows multiple data sources to be used
  3. Enables the FlexCard to be used on a Community page
  4. Allows conditional views with the Toggle element on each child card

Child flexcard can have its own data source so you can have multiple sources.

  1. A company begins a project to unify its customer data across the enterprise. After completing the discovery 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? Choose 2 answers

  1. The FlexCard Wizard
  2. Lightning web components used in FlexCards
  3. Newport Design System used in FlexCards
  4. The FlexCard Designer

There’s not such thing as Flexcard wizard. LWC tweaking needs code. So it’s the other two.

  1. 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? Choose 2 answers

  1. Create a reusable OmniScript for this process
  2. Use a single DataRaptor to save the information
  3. Combine the three steps into one step
  4. Configure the save for later property

Combining the steps for better performance because they aren’t so many and then be able to use only one Dataraptop after that single step. the other 2 options while possible are overkill.

  1. An OmniScript saves data to Salesforce and to an external system. What OmniScript element could save all this data?
    1. HTTP Action
    2. Integration Procedure Action
    3. DataRaptor Post Action
    4. DataRaptor Transform Action

Integration Procedure can save data to SF and an external system.

  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. A consultant reviews the use cases needed and recommends a FlexCard canvas that contains 5 child FlexCards inside the state of the parent FlexCard. How many different data sources can be configured using FlexCards in this scenario?
    1. 2
    2. 6
    3. 5
    4. 1

Flexcards can only have one data source per flexcard.

  1. A business plans to implement new tools for their call center agents to increase efficiency and improve customer experience. The business needs to reduce new agent ramp-up time.

During the discovery phase of the project, the business identifies the following requirements for the project:

  • •  Easy access to frequent processes
  • •  “At a glance” dashboards of customer information
  • •  Lists of customer bills, which are stored on an external system

Which two FlexCard benefits should the consultant highlight when presenting a proposed solution? Choose 2 answers

  1. Guide users through complex processes
  2. Display different actions based on context
  3. Allow customers to enter bill payment information 
  4. Display a 360° view of the customer

With card states you can display different actions. 360 view of the customer would show dashboards and customer bills.

  1. 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?
    1. Input Block
    2. Text Area
    3. Headline
    4. Step

The script can be put in the Headline and it will always show.

  1. 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? Choose 2 answers
    1. Replace the DataRaptor Extracts with DataRaptor Turbo Extracts
    2. Add Limit filter in DataRaptor Extract
    3. Combine the DataRaptors into an Integration Procedure
    4. Add Order By filter in DataRaptor Extract

If he extracts don’t need transformation, use Turbo extract to improve performance (because they are a lot simpler), or better yet use IP. This is part of best practices.

  1. An insurance company decides to implement a sales console for the sales representatives that displays or provide access to customer information. The consultant reviews all the information required and 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. Choose 2 answers
    1. Policies including type, issue date, amount
    2. Terms and Conditions for each policy
    3. Guided troubleshooting process
    4. Customer name, title, phone, email

Terms and conditions are rarely mentioned by sales, so no. And Troubleshoot is for Customer Service not sales. That leaves the other two options.

  1. A healthcare company wants to enable its subscribers to add, edit, or delete dependents related to their policy via their Community portal. The project team decides to use OmniStudio tools to provide this functionality. In this scenario, which two OmniStudio features should the consultant recommend? Choose 2 answers
    1. Datatable
    2. Remote Action
    3. Response Action
    4. Edit Block

Edit Block let’s you add, edit, delete information and the The Response Action ends an Integration Procedure and returns data to the entity that called it. It can also add data to the data JSON or end conditionally. Response Actions are useful for debugging Integration Procedures.

  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 the different sections available at a glance. Which two FlexCard features should the consultant recommend to improve the user experience? Choose 2 answers

  1. Use a Datatable element
  2. Use a Block Element with the Collapse property enabled
  3. Use a Zone Template
  4. Use a Custom Style to adjust height and width

There’s not such thing as Zone Template and Custom Style doesn’t adjust height and width, that leaves the other two.

  1. An auto insurance company has different rates for each state in the country. The company needs to manage the rates separately, but the formula to calculate the premiums is the same. All the input and output are the same; only the values in the rating tables differ. Which OmniStudio tool should the consultant recommend to meet this requirement?
    1. DataRaptor Transform with an interface Map
    2. Aggregation Steps in a Calculation Procedure
    3. Class-based Calculation Procedure
    4. Grouped Calculation Matrix

Calculation Matrices can hold each of the rates in a table.

  1. A company has an OmniScript that allows agents to schedule service calls. The first step displays the account name, primary contact name, and telephone number to the user for confirmation. On the second step, it displays available appointment slots, which are retrieved from an external service in XML and then transformed into JSON.

The following actions are currently used in the OmniScript:

  • •  DataRaptor Extract Action
  • •  HTTP Action
  • •  DataRaptor Transform Action

Following best practices, what can the consultant recommend to reduce processing time?

  1. Combine these actions into an Integration Procedure
  2. Change DataRaptors to extract single objects
  3. Add conditional views to the OmniScript
  4. Add reusable OmniScripts for each step

Integration procedure is the one that can do all three in an elegant fashion.

  1. What business problem does DataRaptor solve?
    1. lt removes the need to code data mappings for data transformations.
    2. It allows developers to create complex API queries declaratively.
    3. It combines multiple steps and processes into a single server call.
    4. It guides humans through a complex business process.

Each of these are definitions. Dataraptor transforms without code. The other two is IP and the last is Omniscript.

  1. A business implements several OmniScripts and requests a design review to identify possible improvements. During the review, 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 can the consultant recommend to improve these OmniScripts?
    1. Create new versions of the OmniScripts to collect the address information.
    2. Create a reusable OmniScript to update address information.
    3. Use a DataRaptor Transform to standardize the data format.
    4. Add an address typeahead element to all the OmniScripts.

By creating a reusable omniscript that captures the same information but deployed in different ways with different labels. the others are either not possible or overkill.

  1. A company plans to rebuild a process that includes functionality that was originally written in APEX and Visual pages using OmniScript. The consultant reviews the process and sees in the first step, the user reviews data 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?
    1. DataRaptor Turbo
    2. Calculation Procedure
    3. Integration Procedure
    4. DataRaptor Extract

Integration procedure to retrieve data from external system.

  1. Which three of the following are functions of a Text Block element in OmniScript? Choose 3 answers
    1. Error conditions
    2. User input fields
    3. Links or images
    4. Text formatting
    5. Table formatting

The first two don’t apply, leaves the other ones.

  1. Which of the following is a key difference between Integration Procedures and DataRaptors?
    1. DataRaptors can access data from external sources.
    2. DataRaptors can invoke multiple actions in a single server call.
    3. Integration Procedures can access data from external sources.
    4. Integration Procedures can retrieve data from multiple related objects.

None of the others make sense. The second applies to IP not DR.

  1. 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, what suggestion should the consultant make to improve the design?

  1. Remove Step 1 and prefill the account information automatically.
  2. Divide Step 2 into two steps, so each task is distinct.
  3. Use an Edit Block in Step 4 to enter payment information.
  4. Use Multi-select elements in Step 3 for the product list.

Always prefill, that’s a best practice. Dividing too much makes the user get lost.

  1. When a call center agent interacts with a customer, the agent must have all of the customer’s related information available for a quick response. The business requires the agent to have access to:
  • •  A view with information about a customer account
  • •  A list of contacts and cases associated with the account
  • •  All information should be on one screen

What OmniStudio tool should be used to meet this requirement?

  1. Customer Interview
  2. Lightning Record Page
  3. OmniScript
  4. FlexCards

Flexcards are the ones that show at a glance customer information. Omniscript is guided process, Light record page (seriously?) and Customer Interview is bullshit.

  1. 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? Choose 2 answers
    1. They future-proof your front end design.
    2. They can retrieve Salesforce data from multiple objects faster.
    3. They combine multiple actions into a single server call.
    4. They enable better usability in digital interactions.

An Integration Procedure can be called from an OmniScript, an API, or an Apex method, and can be a data source for a Card or FlexCard.

  1. A company wants to create a guided process for their customers. The process needs to retrieve data from Salesforce as well as external systems, and the steps of the process will branch depending on input from the user. Users will complete the process in a single session. How should the consultant design the solution to meet these requirements?
    1. FlexCards and Integration Procedures
    2. FlexCards and DataRaptors
    3. OmniScripts and Integration Procedures
    4. OmniScripts and DataRaptors

Omniscript for guided process and IP for retrieve information from external system

  1. A company needs to create a quoting process for its internal agents. During quoting, the agent selects a product and specifies the grade (A, B, C, D, E) and the size (Small, Medium, Large, X-large). The process should look up the unit price using the product code, the grade, size, and then multiply the unit price by a discount factor.

Which two OmniStudio tools should the consultant recommend to meet these requirements? Choose 2 answers

  1. Calculation Matrix
  2. DataRaptor Transform
  3. DataRaptor Extract
  4. Calculation Procedure

Product and grade that’s a table – calculaton matrix and then to retrieve use dataraptor.

  1. A business requires a solution to generate an event (platform event) using account information. All the event information is related to the customer and is stored in Salesforce. Using an Integration Procedure, which two actions are necessary to design this solution? Choose 2 answers
    1. HTTP
    2. Response
    3. DataRaptor Post
    4. DataRaptor Extract

First you extract the information and then with Post you generate the event.

  1. A business wants to display cases for an account using FlexCards. The cases should be organized in a tabular list by case status, so that Escalated cases appear first, followed by Active and Closed cases. Which FlexCard feature should the consultant recommend to meet this requirement?
    1. A flyout with child FlexCards with conditions to filter by case status
    2. States with conditions to filter by case status
    3. A Datatable element with the Group By property
    4. Child FlexCards in a parent FlexCard with the Group By property

Display a tabular structure of the data fetched from a data source on a FlexCard. For example, display Account Cases as a sortable table.

  1. An existing OmniScript used to capture and update customer information displays the following information on the same page:
  • •  Name
  • •  Age
  • •  Street
  • •  Last name
  • •  Postal code
  • •  Gender
  • •  State
  • •  Phone
  • •  City
  • •  Country
  • •  Email

Users report that the information displays in no specific order. Users experience errors when filling the inform because it is not categorized. The process fails after submission because the mandatory fields are blank. How can the consultant improve the user experience of the OmniScript?

  1. Use a template for each category and adding custom code for the required validation
  2. Use Section to break the information and Headline to the title and a required icon in the input
  3. Use a Visualforce Page with the categories, labels, and the required validation
  4. Use Block elements to group and required property checked in some of the inputs

Block element is excellent to group and just like in SF use the required property check for those that need it.

  1. 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?
    1. Conditional View
    2. Flyouts
    3. State
    4. Styling

Every step, block, or element supports Conditional Viewing. Conditional Views allow you to hide the element or the group of elements contained in a block or step based on certain conditions. Elements contain up to three conditional view options depending on the Type of element.

  1. What is the purpose of a DataRaptor Load?
    1. Write data to Salesforce objects
    2. Post data to Salesforce APIs
    3. Load data to an Interface object
    4. Send data to a PDF template
  • With Dataraptor Load, Save data to one or more Salesforce sObjects by:
    • Updating Salesforce records
    • Creating Salesforce records
    • Migrating CSV data into Salesforce records
  1. A business is creating an agent console with FlexCards to provide a 360° view of their customers. The business wants the following information displayed:
  • •  Account information including account name, phone, and website
  • •  Active opportunities related to the account
  • •  Active contracts related to the account
  • •  The ability to view and renew contracts

An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data. How should the consultant design the FlexCards to meet these requirements?

  1. Parent FlexCard with multiple Child and Card Actions
  2. Parent FlexCard with multiple Child and different Card States
  3. Parent FlexCard with single Child and multiple Card States
  4. Parent FlexCard with single Child and Card Actions

With child cards you can query different sources for each child card.

  1. A business implements a simple OmniScript in their call center that allows agents to quickly create a case when on the phone with customers. The OmniScript has been running successfully in the call center for over a year. The business decides it wants to allow partners to create cases directly from their Community portal. What is the most efficient solution that the consultant can propose to meet this new requirement?
    1. Deploy the existing OmniScript to the Community portal using OmniOut.
    2. Embed the existing OmniScript as a reusable component within a new Community OmniScript.
    3. Clone the existing OmniScript to a new LWC OmniScript and deploy to the Community portal.
    4. Duplicate the existing OmniScript and deploy the new script on the website.

You don’t need omniout for community. Cloning it doesn’t do anything, and duplicating it is the same as cloning.

  1. 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?
    1. It aggregates data elements that have been calculated separately.
    2. It verifies data types in the algebraic calculations of the calculation procedure.
    3. It generates sample input and output JSON that can be easily used to build DataRaptors.
    4. It allows developers to create what-if calculations.

Yep, that’s pretty much it. The other ones are bullshit.

  1. 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 every 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?

  1. Salesforce list view with custom buttons/links
  2. Multiple FlexCards with single action
  3. OmniScript with multiple Step elements
  4. Single FlexCard with multiple actions

A single flexcard can show the report details and then the three actions in the same flexcard. List view doesn’t cut it, multiple flexcards is overkill and omniscript is to make guided processes.

  1. When a customer wants to buy a new device, a discounted rate can be applied after considering the number lines and internet coverage on their current plan. Which OmniStudio tool could a consultant recommend to get the discounted rate?
    1. DataRaptor Turbo
    2. OmniStudio Action
    3. Calculation Matrices
    4. DataRaptor Transform

Everything else is overkill.

  1. A business process needs to perform a multi-step calculation on each Contact record in a list. Using an Integration Procedure to process the list, what feature can be used to meet this requirement?
  1. Loop Block
  2. Batch Action
  3. Conditional Block
  4. DataRaptor Transform Action

A Loop Block iterates over the items in a data array, enabling the Actions within it to repeat for each item

  1. 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? Choose 3 answers
    1. FlexCards
    2. Flyouts
    3. OmniStudio Actions
    4. Navigate Actions
    5. OmniScript

Flexcards to display summarized view, Omniscript for guided process and actions on the flexcard to launch the omniscript.

  1. Which OmniStudio tool creates a Chatter post and sends it to a Chatter feed?
    1. DataRaptor Load
    2. Integration Procedure
    3. Calculation Procedure
    4. FlexCards

With the Chatter Action for Integration Procedures it can create a Chatter post and sends it to the Chatter feed.

  1. Which Action element redirects the user outside an LWC OmniScript?
    1. Response
    2. Done
    3. Post to Object
    4. Navigate

Navigate to various Salesforce experiences from OmniScript using the Navigate Action element

  1. A company needs to implement new verification processes for contacts in their org. This process relies on three Contact record types: Recruiter, Candidate, and Trainer. The verification process is different for each type of contact. For example, recruiters must pass a background check; trainers must complete mandatory training classes, and candidates must achieve certifications. Which OmniStudio tools should the consultant recommend to meet these requirements?
    1. Specific FlexCards with Actions for each type of Contact
    2. Multiple OmniStudio Actions that invoke separate OmniScripts
    3. Single FlexCard with an Action to invoke an OmniScript
    4. Single OmniStudio Action that invokes separate Omniscripts

An omniscript for each contact record type invoked by different actions depending on the contact type

  1. 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 must 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?
  1. Add a Set Errors element
  2. Add a DataRaptor to retrieve the email address
  3. Add a Validation Rule to the Contact object
  4. Add a Conditional View to the last step

Put error or validation messaging on one or more elements in a previous step based on conditions from future steps using the Set Errors action element. Using required fields and Formula/Messaging elements, you can only set requirements and conditions on elements in the current step

  1. Which OmniStudio tool can be used to invoke scheduled jobs?
    1. Integration Procedure
    2. DataRaptor Extract
    3. DataRaptor Load
    4. Calculation Procedure

The Vlocity batch framework lets you run an Integration Procedure or VlocityOpenInterface on a schedule. Typical use cases are a recurrent billing cycle or a scan for insurance policies that come up for renewal in the next 60 days. When a job is run, it sends its input to an Integration Procedure or Apex method that processes the records

  1. A company is creating a FlexCard for agents to respond to account inquiries. The company has decided to limit actions on the card to the three most frequent and important actions users typically take. Based on the user analysis exhibit shown below, which three actions should appear on the card? Choose 3 answers
omnistudio info query topic task
  1. Verify a transaction
  2. Request higher limit
  3. View credit score history
  4. View statements
  5. Make a payment

The last three are the most common according to the table data and even when they are the same frequency then you see which one is the most important of the two.

  1. A company uses calculation procedures to determine product pricing. Due to the company’s pricing schedules, there is always more than one calculation procedure active at one time for a given date. In this scenario, how will the calculation engine select which calculation procedure to run?
    1. Date modified
    2. Priority
    3. Sequence
    4. Date created

in Omnistudio: Calculation procedures and calculation matrices run by priority not newness or order.

  1. An insurance company wants to create an OmniScript that allows the user to review and change account number such as phone number and website. In this process, the following functionality is needed:
  • •  Enter the company’s website
  • •  Enter the account phone number
  • •  Each field should display on a separate line of the page

Which three elements should the consultant include in the OmniScript design solution? Choose 3 answers

  1. Number
  2. Text Area
  3. Telephone
  4. Line Break
  5. Text

Text for company’s website, telephone to get the number and line break to separate them. Text area is for multiple lines of text which you don’t need for a website. Don’t use number when you can have a more specific field like telephone.

  1. A consultant receives a requirement to display products installed at an account site in a customer’s 360° FlexCard view. The business requires that the width of the fields displayed should change depending on the device used to view the FlexCard. For example, the Product Name and Model field elements should display at full width on mobile devices, but they should shrink to 60% on devices such as laptops and desktops. How should the consultant design the FlexCard to meet this requirement?
    1. Enable the Responsive feature on the Product Name and Model field elements
    2. Enable the Mobile-First feature in FlexCard settings
    3. Create two states, one for mobile devices and another for non-mobile devices
    4. Create two FlexCards, one for mobile devices and another for non-mobile devices

In the FlexCard Designer, enable responsiveness on one or more elements to set the width to change as the visible area of a page, called the viewport, changes. When the Responsive feature is enabled in the Style panel of a FlexCard, the responsive sizing of elements is mobile-first. Sizing starts at the smallest viewport breakpoint and is continuously applied upwards until the next wider breakpoint overrides it. When responsiveness is enabled, the default width becomes the width of the smallest viewport breakpoint

You’ve made it to the very end. Good luck! And please let me know if this was helpful.

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