OmniStudio-Consultant Practice Test Questions

122 Questions


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?


A. Radio, TypeAhead, and Telephone


B. Multi-Select. Address, and Telephone


C. Checkbox, Geolocation, and Number


D. Select, TypeAhead, and Number





D.
  Select, TypeAhead, and Number

Explanation:

The correct OmniScript elements to capture the information are Select, TypeAhead, and Number. Select allows the user to choose one option from a list of values, TypeAhead provides autocomplete suggestions for address fields, and Number validates that the input is a numeric value. Radio, Multi-Select, and Checkbox are not suitable for single selection scenarios. Geolocation is not an OmniScript element, and Telephone is not a valid data type for phone numbers.

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?


A. Parent FlexCard with multiple Child and Card Actions


B. Parent FlexCard with multiple Child and different Card States


C. Parent FlexCard with single Child and multiple Card States


D. Parent FlexCard with single Child and Card Actions





A.
  Parent FlexCard with multiple Child and Card Actions

Explanation:

The consultant should design the FlexCards using a Parent FlexCard with multiple Child and Card Actions to meet these requirements. A Parent FlexCard is a FlexCard that can display data and actions in a card format, and also contain one or more Child FlexCards. The consultant can use a Parent FlexCard to display the account information, including account name, phone, and website. A Child FlexCard is a FlexCard that can display data and actions in a card format within a Parent FlexCard. The consultant can use multiple Child FlexCards to display the active opportunities and contracts related to the account. A Card Action is a button or a link that can invoke an OmniScript or an Integration Procedure from a FlexCard. The consultant can use multiple Card Actions to enable the user to view and renew contracts

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, 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


A. Data table


B. Flyouts


C. States


D. Repeat Block





A.
  Data table

D.
  Repeat Block

Explanation:

The two FlexCard features that the consultant should recommend to meet these requirements are Datatable and Repeat Block. A Datatable element can display a list of records in a tabular format, with columns for each field and rows for each record. The consultant can use a Datatable element to display the contacts for an account, with options to edit or send a message. A Repeat Block element is a container that can display multiple instances of a FlexCard based on a data source. The consultant can use a Repeat Block element to display a FlexCard for each contact, and use a condition to apply a blue border for the primary contact

A business has a requirement to display cases in a console for service agents. Cases can have avariety 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?


A. Conditional View


B. Flyouts


C. State


D. Styling





A.
  Conditional View

Explanation:

The FlexCard functionality that can be used to meet this requirement is Conditional View. A Conditional View is a property that determines whether a FlexCard element, such as a field or an action, is visible or hidden based on certain conditions. The consultant can use a Conditional View to show or hide the reopen case action based on the status of the case

What is the purpose of Step elements in an OmniScript?


A. Organizes the script into one or more pages


B. Groups elements that extract data


C. Enables the use of repeatable blocks


D. Allows the user to input data





A.
  Organizes the script into one or more pages

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


A. Number


B. Text Area


C. Telephone


D. Line Break


E. Text





C.
  Telephone

D.
  Line Break

E.
  Text

Explanation:

The three elements that the consultant should include in the OmniScript design solution are: Telephone, Line Break, and Text. A Telephone element can display a field for the user to enter a phone number, with validation and formatting options. A Line Break element can insert a line break between two elements, making them display on separate lines. A Text element can display a field for the user to enter text, such as a website URL

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?


A. Active Card State


B. Blank Card State


C. Edit Mode State


D. New Card State





D.
  New Card State

Explanation:

The type of state that the consultant should recommend to allow users to create a new case from the canvas is New Card State. A New Card State is a state that allows creating new records in a FlexCard using an OmniScript or an Integration Procedure. The consultant can use a New Card State to enable users to create a new case from the canvas, by invoking an OmniScript or an Integration Procedure that writes data to the Case object in Salesforce.

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?


A. Loop Block


B. Batch Action


C. Conditional Block


D. DataRaptor Transform Action





A.
  Loop Block

Explanation:

The feature that can be used to meet this requirement in an Integration Procedure is Loop Block. Loop Block allows the designer to iterate over a collection of data and perform actions on each item. In this case, a Loop Block can be used to loop over each contact record in the list and perform a multi-step calculation using Calculation Actions or Calculation Procedures. Batch Action is not a feature in Integration Procedure, but a type of Action element that can perform bulk operations on data. Conditional Block is used to specify a condition that determines whether the actions inside the block will run or not. DataRaptor Transform Action is used to transform data from one format to another using templates.

Which OmniScript element can be used to retrieve data from more than one source?


A. Calculation Action


B. Integration Procedure Action


C. DataRaptor Extract Action


D. Matrix Action





B.
  Integration Procedure Action

Explanation:

The OmniScript element that can be used to retrieve data from more than one source is Integration Procedure Action. An Integration Procedure Action can execute an Integration Procedure that can combine multiple DataRaptor actions, such as Extract, Transform, and Load, and also invoke REST or SOAP services. This way, the Integration Procedure Action can retrieve data from different sources, such as Salesforce objects or external systems, and store it in a JSON object for the OmniScript to display

A company has an existing OmniScript that agents use to create new billing accounts. It currently has three steps to capture the 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


A. Create a reusable OmniScript for this process


B. Use a single DataRaptor to save the information


C. Combine the three steps into one step


D. Configure the save for later property





B.
  Use a single DataRaptor to save the information

C.
  Combine the three steps into one step

Explanation:

When designing OmniScripts, the best practices that should be followed to optimize performance and user experience are:

Use a single DataRaptor to save the information: Instead of using multiple DataRaptors to update the account information after each step, it is better to use a single DataRaptor at the end of the OmniScript to save all the information at once. This reduces the number of database operations and improves performance.

Combine the three steps into one step: Instead of having three separate steps to capture the required information, it is better to combine them into one step with a simple layout. This reduces the number of page transitions and improves user experience.

The suggestions that are not best practices are:

Create a reusable OmniScript for this process: This may not be necessary if the process is specific to creating new billing accounts and not used by other OmniScripts. Creating a reusable OmniScript may add complexity and maintenance overhead.

Configure the save for later property: This may not be useful if the process is short and simple and does not require the user to resume it later. Configuring the save for later property may add unnecessary storage and retrieval logic.

A business wants to add typeahead 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?


A. HTTP Action


B. Integration Procedure Action


C. DataRaptor Post Action


D. DataRaptor Extract Action





D.
  DataRaptor Extract Action

Explanation:

The data source that is needed when using the TypeAhead element is DataRaptor Extract Action. A TypeAhead element is an element that can display a list of suggestions for the user to select from, as they type in a text field. A DataRaptor Extract Action is an action that can retrieve data from a Salesforce object or invoke a Salesforce API, using SOQL queries or Apex methods. The consultant can use a DataRaptor Extract Action as a data source for the TypeAhead element, to get the contact names from Salesforce and display them as suggestions

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?


A. Specific FlexCards with Actions for each type of Contact


B. Multiple OmniStudio Actions that invoke separate OmniScripts


C. Single FlexCard with an Action to invoke an OmniScript


D. Single OmniStudio Action that invokes separate Omniscripts





D.
  Single OmniStudio Action that invokes separate Omniscripts

Explanation:

The OmniStudio tools that should be recommended to meet these requirements are single OmniStudio Action that invokes separate Omniscripts. OmniStudio Action can be used to conditionally launch different Omniscripts based on the record type of the contact. Omniscripts can be used to implement the verification processes for each type of contact. Specific FlexCards with Actions for each type of Contact would require creating redundant FlexCards and Actions for each record type. Multiple OmniStudio Actions that invoke separate Omniscripts would require creating redundant Actions for each record type. Single FlexCard with an Action to invoke an Omniscript would not allow for different verification processes based on the record type.


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