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
A. DataRaptor Turbo Extract
B. OmniScript
C. FlexCard
D. Integration Procedure
E. DataRaptor Load
Explanation
This requirement describes a batch-oriented, server-side process, not a real-time user interaction. Let's break down the steps and map them to the correct tools.
"retrieve all open cases that have a case type of 'network issue'"
This is a bulk data extraction. We need to query potentially many records from Salesforce based on specific filter criteria (Status = 'Open' AND Type = 'Network Issue').
Correct Tool:A. DataRaptor Turbo Extract
Why: A DataRaptor Turbo Extract is specifically designed for high-performance, bulk data extraction from Salesforce. It can be configured with a filter to get exactly this dataset. It's the most efficient tool for this part of the job.
"submit the case data 'as-is' to a back-office system for validation"
This is an outbound integration. We need to take the data retrieved by the Turbo Extract and send it to an external system.
Correct Tool: D. Integration Procedure
Why: An Integration Procedure (IP) is the OmniStudio tool for orchestrating multi-step integrations. It can call the DataRaptor Turbo Extract to get the data, then use a step
to make an HTTP call out to the back-office system's API to submit the data. The IP acts as the controller for the entire batch process.
"Once the cases have been submitted, the process should trigger an email to the supervisor."
This is a post-integration action. After the IP successfully sends the data to the back-office system, it needs to perform another action.
Correct Tool: E. DataRaptor Load
Why: A common and efficient way to send an email from an IP is to create a "Send Email" action in Salesforce (like an Email Alert) and then have the IP call a DataRaptor Load to execute it. The DataRaptor Load would be configured to trigger that specific email, using data from the IP (e.g., the supervisor's email address, a count of cases (submitted) to populate the email template.
How the Tools Work Together:
The recommended flow would be:
An automated scheduler (like a Scheduled Flow or Apex Scheduler) triggers the Integration Procedure daily.
The Integration Procedure executes a DataRaptor Turbo Extract to get all the relevant open cases.
The Integration Procedure then submits this batch of data to the back-office system via an HTTP Callout step.
Upon successful submission, the Integration Procedure calls a DataRaptor Load to trigger the email notification to the supervisor.
Why the Other Options Are Incorrect:
B. OmniScript: OmniScripts are designed for guided, interactive user experiences (like a UI in a console or a community). This requirement is for a fully automated, batch backend process with no user interface. An OmniScript is the wrong tool for this job.
C. FlexCard: FlexCards are for displaying data and enabling actions in a user interface. Like OmniScripts, they are user-facing components and are not used for automated, scheduled batch data processing.
Summary / Key Takeaway:
This solution leverages the core OmniStudio data and integration tools for a server-side batch process: Turbo Extract for bulk data retrieval, Integration Procedure for process orchestration and external communication, and DataRaptor Load for performing a post-action within Salesforce (sending an email).
Reference:
This pattern is covered in OmniStudio documentation and training materials related to batch data processing and Integration Procedures, specifically the use of Turbo Extract for bulk reads and DataRaptors for executing platform actions like sending emails.
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?
A. Date modified
B. Priority
C. Sequence
D. Date created
Explanation
In OmniStudio (formerly Vlocity), when multiple versions of a Calculation Procedure are active and valid for the same effective date, the calculation engine uses the Priority value to determine which one to execute.
Validity Check: The engine first checks the Start Time and End Time fields for each version to ensure they are active for the current system date/time or the date provided in the input JSON.
Priority Check: If the engine finds more than one valid (active) version, it will execute the one with the highest Priority number.
This allows a company to manage different, simultaneously active pricing rules, where one specific rule (e.g., a special promotion) can override a general rule simply by assigning it a higher priority number.
Reference
This concept is standard across OmniStudio components that use versioning, such as Calculation Procedures and Calculation Matrices.
Salesforce OmniStudio Documentation (General Principle): When multiple versions are valid, the version with the highest Priority is run. (A higher number indicates a higher priority, where '1' is the lowest).
A company has several customer support departments. Each
department has different case creation processes, but they want to unify
them into a single LWC OmniScript. During the discovery, the consultant
identifies two key requirements:
* Each department has different case fields they need to capture
* If the user cancels the process, they should return to a support
console app
Which two OmniScript features should the consultant recommend to meet
these requirements?
Choose 2 answers
A. Enable the Save for Later feature
B. Set Enable Cancel in Setup
C. Use Conditional Views on steps for each department
D. Add a Done action that redirects to the support console
Explanation
The company requires a single LWC OmniScript to unify case creation processes across multiple customer support departments, with two key requirements: (1) capturing different case fields for each department and (2) redirecting users to the support console app if they cancel the process. The consultant should recommend the following OmniScript features:
Use Conditional Views on steps for each department (C):
Why it fits: OmniScript’s Conditional Views allow specific fields or elements within a step to be shown or hidden based on conditions, such as the department selected. For example, a picklist field (e.g., "Department") can be used to dynamically display relevant case fields (e.g., priority for one department, product type for another) within the same OmniScript. This ensures that each department’s unique field requirements are met without creating separate OmniScripts, maintaining a unified process. Conditional Views can be configured in the OmniScript Designer by setting conditions (e.g., Department = 'Sales' to show Sales-specific fields) on input elements like Text, Picklist, or Date.
How it works: In a single OmniScript, steps can include all possible case fields, with Conditional Views controlling which fields are visible based on a department selection or other criteria (e.g., a formula or data from a DataRaptor). This provides a tailored experience for each department while keeping the process centralized.
Add a Done action that redirects to the support console (D):
Why it fits: The Done Action in OmniScript defines what happens when the script is completed or canceled. To meet the requirement of returning to the support console app upon cancellation, the consultant can configure a Done Action with a Navigate Action (a type of OmniScript Action) to redirect the user to the support console app’s URL or Lightning App Page. In the OmniScript Designer, the Done Action can be set to trigger on cancellation (e.g., when the user clicks a "Cancel" button) and use a URL or Lightning Component navigation target (e.g., lightning/app/supportConsoleApp) to return the user to the console.
How it works: The Done Action can be configured in the OmniScript’s Setup tab, specifying a redirect to the support console app. This ensures a seamless user experience when the process is canceled, meeting the second requirement.
Why Other Options Are Incorrect:
A. Enable the Save for Later feature:
The Save for Later feature allows users to save their progress in an OmniScript and resume it later, storing data temporarily in Salesforce. While useful for long or multi-session processes, it does not address either of the stated requirements: capturing department-specific fields or redirecting to the support console upon cancellation. It’s irrelevant to the use case.
B. Set Enable Cancel in Setup:
The Enable Cancel option in OmniScript Setup allows a Cancel button to appear in the UI, letting users exit the script. While this enables cancellation, it does not specify where the user is redirected after canceling (e.g., to the support console app). Without a Done Action to handle the redirect, this option alone is insufficient to meet the second requirement. Additionally, it doesn’t address the need for department-specific fields.
How These Features Work Together:
Conditional Views are applied within OmniScript steps to dynamically show or hide case fields based on the department. For example, a Step might include a Block with fields like "Case Reason" for one department and "Product Code" for another, with visibility controlled by a condition like Department = 'Support' or Department = 'Billing'.
A Done Action is configured in the OmniScript’s Setup to handle cancellation. When the user clicks Cancel, the Navigate Action redirects them to the support console app (e.g., using a URL like /lightning/app/c__SupportConsole or a Lightning App navigation target).
The OmniScript can be embedded as an LWC (Lightning Web Component) in a Lightning page or Experience Cloud site, ensuring compatibility with the support console app environment.
References
Salesforce Help: Conditional Views in OmniScript – Explains how to configure Conditional Views to show/hide elements based on data conditions, ideal for department-specific fields.
Trailhead: Build an OmniScript – Covers designing OmniScripts with Conditional Views for dynamic field display.
Salesforce Help: OmniScript Actions – Describes using Done Actions with Navigate Actions to redirect users to specific apps or pages.
Salesforce Help: Configure OmniScript Navigation – Details how to set up Done Actions for redirects, including to console apps.
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' condition are true, which state will be displayed?
A. The first state with the highest priority closest to the top of the canvas
B. The state closest to the top of the canvas
C. The first state with a true condition closest to the top of the canvas
D. The state with a true condition that has the highest priority
Explanation
In a FlexCard, when multiple states have conditions that evaluate to true for a given record, the card needs a deterministic way to decide which single state to display. It does this by evaluating the states in a specific order.
The key factors are:
Order on the Canvas: States are evaluated from the top of the canvas to the bottom.
Condition is True: The card engine checks each state's condition in this top-down order.
First Match Wins: The first state it encounters (closest to the top) whose condition evaluates to true is the one that gets displayed. The conditions of states lower down on the canvas are not even evaluated once a match is found.
Why This is the Correct Answer:
The description in option C, "The first state with a true condition closest to the top of the canvas," perfectly captures this sequential, top-down evaluation logic. The card doesn't look at all states and then pick one; it starts at the top and stops at the first one that is valid.
Why the Other Options Are Incorrect:
A. The first state with the highest priority closest to the top of the canvas: This is incorrect because FlexCard states do not have a configurable "priority" property. The only inherent priority is their physical order on the canvas. The word "priority" is a distractor.
B. The state closest to the top of the canvas: This is incomplete and therefore misleading. The state at the very top will only be displayed if its condition is true. If the top state's condition is false, the card will move down the list until it finds a state with a true condition.
D. The state with a true condition that has the highest priority: As explained in A, there is no "highest priority" setting for states. This option invokes a non-existent feature.
Best Practice Implication:
This behavior is why a key best practice when designing FlexCards with multiple conditional states is to always have a default state with no condition at the very bottom of the list. This ensures that if none of the conditional states above it are true, there is a fallback state to display, preventing a blank card.
The evaluation flow looks like this:
Check State 1 (Top) Condition -> If true, display it. STOP.
If false, check State 2 Condition -> If true, display it. STOP.
If false, check State 3 Condition -> If true, display it. STOP.
... and so on ...
If all conditional states are false, display the final Default State (with no condition).
Summary / Key Takeaway:
FlexCard state selection is a simple, top-down, first-match-wins process. The visual order of states on the canvas is the single most important factor in determining which state is shown when multiple conditions are true.
Reference:
This behavior is explicitly defined in the Salesforce OmniStudio Documentation for FlexCards under the "Card States" section.
Which element retrieves data from a Salesforce picklist in an org?
A. DataRaptor Extract Action
B. Lookup
C. Select
D. Calculation Action
E. Mark this item for later review.
Explanation
The Select element in an OmniScript (which is part of OmniStudio) is the standard input component used to create a dropdown menu or picklist.
In its properties, the Select element has an Option Source setting that can be configured in one of three ways:
Manual: You manually enter the Label/Value pairs for the options.
Custom: You use an Apex class and method to dynamically generate the list of options.
SObject: This is the most direct way to retrieve values from a Salesforce picklist. You specify the Salesforce Object API Name and the Field API Name in the format ObjectAPIName.FieldAPIName (e.g., Account.Industry). The OmniScript engine automatically fetches the active picklist values for that field.
Reference
OmniScript Select Element: This element is specifically designed to work as a dropdown (or picklist) in the guided process. The "SObject" option source makes it a declarative tool for integrating with native Salesforce picklists.
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?
A. Create an Integration Procedure to update contact data with "Chain OnStep" enabled and invoke it from all OmniScripts.
B. Create an OmniScript that uses the reusable property to update contact data and embed it In other OmniScripts.
C. Create an OmniScript to update contact data and invoke it when other OmniScripts complete.
D. Create a FlexCard for contacts, and add an Update Contact Details OmniScript as an action.
Explanation
The requirement involves multiple business processes within OmniScripts that need to update contact data at various points. The solution must be efficient, reusable, and seamlessly integrated into these processes.
Let’s evaluate the options:
Create an Integration Procedure to update contact data with "Chain OnStep" enabled and invoke it from all OmniScripts (A):
Why it fits: An Integration Procedure is a reusable OmniStudio tool designed to handle complex data operations, such as updating contact data in Salesforce or external systems. By enabling the Chain OnStep property, the Integration Procedure can execute automatically at specific points (steps) within an OmniScript without requiring user interaction, making it ideal for updating contact data at various stages of multiple processes. This procedure can include DataRaptor Post Actions or REST/SOAP calls to update contact records efficiently. The Integration Procedure can be invoked by multiple OmniScripts using an Integration Procedure Action, ensuring a centralized, reusable solution that minimizes redundancy and maintenance overhead.
How it works: The consultant creates a single Integration Procedure to handle contact data updates (e.g., updating fields like Phone, Email, or Status). The "Chain OnStep" property allows the procedure to run automatically when a step is completed in any OmniScript, ensuring seamless updates at the required points. Each OmniScript can call this procedure via an Integration Procedure Action, passing relevant data (e.g., Contact ID, updated fields) as input.
Why it’s efficient:This approach avoids duplicating update logic across OmniScripts, supports scalability, and allows centralized management of the update process, which can also integrate with external systems if needed.
Create an OmniScript that uses the reusable property to update contact data and embed it in other OmniScripts (B):
Why it’s incorrect: While OmniScripts can be marked as reusable (via the "Reusable" property) and embedded as child OmniScripts within other OmniScripts, this approach is less efficient for updating contact data. OmniScripts are primarily designed for user-facing, guided processes with interactive UI elements, not for backend data updates. Embedding an OmniScript for each update operation would add unnecessary complexity and UI overhead, especially since the requirement focuses on data updates, not user interaction. Additionally, managing multiple embedded OmniScripts increases maintenance effort compared to a single Integration Procedure.
Create an OmniScript to update contact data and invoke it when other OmniScripts complete (C):
Why it’s incorrect: Creating a separate OmniScript to update contact data and invoking it at the completion of other OmniScripts is inefficient and restrictive. This approach assumes updates only occur at the end of a process, whereas the requirement specifies updates at “different points” in the process. An OmniScript is also UI-focused, which is unnecessary for a backend update task. Using an Integration Procedure with Chain OnStep is more flexible, as it can trigger updates at any step, not just at completion.
Create a FlexCard for contacts, and add an Update Contact Details OmniScript as an action (D):
Why it’s incorrect: FlexCards are designed for displaying data and providing actionable interfaces, not for executing backend data updates across multiple processes. While a FlexCard could display contact data and trigger an OmniScript to update details, this approach doesn’t address the need to update contact data at various points in multiple OmniScript processes. It’s also UI-centric, requiring user interaction to initiate updates, which may not align with the requirement for seamless updates during processes. Additionally, embedding an OmniScript as a FlexCard action doesn’t scale well for multiple OmniScripts needing the same update logic.
Recommended Solution
Create a single Integration Procedure to handle contact data updates, using DataRaptor Post Actions to update Salesforce Contact records or Integration Procedure Actions for external systems if needed.
Enable the Chain OnStep property in the Integration Procedure to allow automatic execution at specific steps within OmniScripts, ensuring updates occur at the required points.
In each OmniScript, add an Integration Procedure Action to invoke the contact update procedure, passing necessary data (e.g., Contact ID, field values) as inputs.
This solution ensures reusability, minimizes duplication, and supports updates at any point in the process, aligning with the requirement for efficiency across multiple business processes.
References
Salesforce Help: Integration Procedures – Describes how Integration Procedures can aggregate and process data updates, with Chain OnStep for automatic execution.
Trailhead: OmniStudio Integration Procedures – Explains configuring Integration Procedures for reusable data operations, including updates across multiple OmniScripts.
Salesforce Help: Chain OnStep in Integration Procedures – Details how Chain OnStep enables automatic execution at specific OmniScript steps.
Salesforce Help: OmniScript Actions – Covers using Integration Procedure Actions to call reusable data operations within OmniScripts.
A pop-up window will display additional information about the campaign, such as details about the members. A button must initiate a guided process to add new leads to the campaign.
Which two FlexCard features should the consultant recommend to meet these requirements?
Choose 2 answers
A. Block Element
B. OmniScript Action
C. Interaction Launcher
D. Data Table
E. Flyout Action
Explanation
The requirement has two distinct parts, and we need to identify the FlexCard features that address each one directly.
"A pop-up window will display additional information about the campaign, such as details about the members."
This describes a Flyout. A Flyout is a panel that slides out or pops up to display additional information that isn't visible on the main card.
Correct Feature: E. Flyout Action
Why: You would configure an element (like a button or a link labeled "View Members") with a Flyout Action. When the user clicks it, the flyout opens. Inside this flyout, you could use a Data Table (Option D) to neatly display the list of campaign members, but the action that triggers the pop-up window itself is the Flyout Action.
"A button must initiate a guided process to add new leads to the campaign."
This describes launching an OmniScript. A "guided process" is the textbook definition of an OmniScript.
Correct Feature: B. OmniScript Action
Why: You would add a button to the FlexCard and configure its action as an OmniScript Action. This action would be set to launch a specific OmniScript (the one designed for adding leads to a campaign). This provides the step-by-step, form-based experience implied by "guided process."
How the Features Work Together:
The consultant would likely design the FlexCard to have:
A "View Members" button with a Flyout Action that opens a panel containing a Data Table of existing members.
A separate "Add Leads" button with an OmniScript Action that opens the guided process in a modal window or a new tab.
Why the Other Options Are Incorrect:
A. Block Element: A Block Element is a container for organizing the layout within a card or flyout. It is not an action that triggers a pop-up or launches a process. It's a structural component, not a functional one for this use case.
C. Interaction Launcher: This is a distractor. While it sounds relevant, "Interaction Launcher" is not a standard, named feature within the FlexCard toolbox. The specific actions you configure are "OmniScript Action," "Flyout Action," "URL Action," etc.
D. Data Table: A Data Table is a display element used to show a list of records in a tabular format. It is what you would put inside the flyout to show the member details, but it is not the feature that creates the pop-up window. The action that creates the pop-up is the Flyout Action.
Summary / Key Takeaway:
To meet both requirements, you need two different types of Actions on your FlexCard:
A Flyout Action to create the pop-up for displaying information.
An OmniScript Action to launch the guided process for adding records.
Reference:
The configuration of these actions is a fundamental part of building interactive FlexCards and is covered in the "Add Actions to FlexCards" unit of the OmniStudio Trailmix on Trailhead.
What is the purpose of Step elements in OmniScript?
A. Allows the user to input data
B. Groups elements that extract data
C. Enables the use of repeatable blocks
D. Organizes the script into one or more pages
Explanation
In OmniStudio, the structure and user experience are paramount. The Step element is a fundamental building block that serves a specific organizational purpose.
What a Step Is: A Step is a container that represents a single "page" or "screen" in the OmniScript's guided flow. It groups other elements (like input fields, text, and selectors) together to be displayed at the same time.
How It Works: When an OmniScript runs, the user progresses through one Step at a time. Each Step is typically focused on collecting a related set of information or performing a specific action. For example, you might have a "Personal Details" step, followed by a "Billing Information" step, and then a "Review" step.
Why This is the Correct Answer:
Option D directly and accurately describes this primary function. Steps break down a potentially long and complex process into manageable, logical chunks for the user, organizing the overall script into a multi-page experience.
Why the Other Options Are Incorrect:
A. Allows the user to input data: This is the purpose of individual elements within a Step, such as Text, Number, Select, or Checkbox elements. The Step itself is just the container; it doesn't directly capture data.
B. Groups elements that extract data: This describes the function of a DataRaptor Turbo Extract or a step within an Integration Procedure. In an OmniScript, Steps are for user interaction, not for backend data extraction.
C. Enables the use of repeatable blocks: This is the function of the **Edit Block element. An Edit Block allows users to add, modify, and remove multiple records of the same type within a single step (e.g., adding multiple dependents to an insurance policy). This is different from the high-level page organization provided by Steps.
Summary / Key Takeaway:
Think of Steps as the "pages" in a wizard and the elements inside them (Text, Select, etc.) as the "questions on each page." The Step's core job is to provide structure and pagination to the user journey.
Reference:
This is a foundational concept covered in the "Get to Know OmniScript" module on Trailhead, which explains that "Steps break down the script into multiple pages."
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 multiplies the unit price by a discount factor.
Which two OmniStudio tools should the consultant recommend to meet these requirements?
Choose 2 answers
A. Calculation Matrix
B. DataRaptor Transform
C. DataRaptor Extract
D. Calculation Procedure
Explanation
The requirement involves two distinct steps:
Looking up a value (Unit Price) based on multiple input variables (Product Code, Grade, Size).
Performing calculations (multiplying the Unit Price by a Discount Factor).
The two recommended OmniStudio tools address these steps:
1. Calculation Matrix (A)
The Calculation Matrix is the ideal tool for performing lookups based on multiple input variables (Product Code, Grade, Size). It uses a two-dimensional grid structure (like a spreadsheet) where you define:
Input columns: Used to match the incoming data (Product Code, Grade, Size).
Output columns: Used to return the corresponding value (Unit Price).
Key Benefit: It provides a highly efficient, declarative way to store and retrieve large sets of conditional data without writing code or making complex SOQL queries.
2. Calculation Procedure (D)
The Calculation Procedure is the ideal tool for the second step: performing complex, multi-step calculations.
The Calculation Procedure can call the Calculation Matrix to retrieve the Unit Price.
Once the Unit Price is returned, the Calculation Procedure can then apply the business logic, such as:
Total Price=Unit Price×Discount Factor
It organizes the calculation flow, handles variables, and ensures all formulas are executed in the correct sequence.
Why the other options are incorrect:
B. DataRaptor Transform: This tool is for restructuring JSON data (e.g., changing node names), not for performing multi-criteria lookups or complex arithmetic calculations.
C. DataRaptor Extract: This tool is used to query data from Salesforce objects using SOQL. While it could theoretically retrieve a single price, it's not the best practice for complex multi-criteria pricing lookups, which is what the Calculation Matrix is designed for. It also cannot perform the final multiplication step.
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?
A. Zones
B. States
C. Actions
D. Flyouts
Explanation
The business requires a 360° view of accounts with a FlexCard displaying all products sold, including 20 data elements and 10 actions. The resulting FlexCard appears cluttered due to the large number of elements and actions. The consultant needs to recommend a FlexCard feature to address the clutter while maintaining functionality.
Let’s evaluate the options:
Flyouts (D):
Why it fits: Flyouts in FlexCards are used to display additional details or actions in a pop-up or modal window when a user interacts with an element (e.g., clicking a product in a Data Table or Repeat Block). By moving some of the 20 data elements and 10 actions into Flyouts, the consultant can declutter the main FlexCard canvas. For example:
The main FlexCard could show a concise Data Table with key product fields (e.g., Product Name, Price, Quantity) and a "Details" button.
Clicking the button opens a Flyout displaying the remaining data elements (e.g., product specifications, purchase date) and actions (e.g., edit product, initiate return).
Flyouts keep the primary view clean and focused, presenting additional information and actions only when needed, improving user experience and addressing the clutter issue effectively.
How it works: In the FlexCard Designer, a Flyout is configured as an Action or Element property, triggered by user interaction (e.g., clicking a button or row). The Flyout can contain additional fields, child FlexCards, or actions, organized to present the 20 data elements and 10 actions in a structured, on-demand manner.
Zones (A):
Why it’s incorrect: Zones in FlexCards are layout containers used to organize elements into sections (e.g., header, body, footer) on the canvas. While Zones help structure the layout, they don’t inherently reduce clutter when dealing with a large number of data elements and actions. Adding 20 data elements and 10 actions within Zones would still overwhelm the UI, as Zones only group content, not hide or defer it like Flyouts.
States (B):
Why it’s incorrect: States in FlexCards control conditional visibility of elements based on data or business logic (e.g., showing different fields for active vs. inactive accounts). While States can hide irrelevant elements, they are not designed to manage clutter caused by a high volume of data elements and actions. Using States to toggle between subsets of the 20 elements or 10 actions would require complex logic and user interaction, making the UI less intuitive and not directly addressing the clutter issue.
Actions (C):
Why it’s incorrect: Actions in FlexCards (e.g., buttons or links to invoke OmniScripts, Integration Procedures, or navigations) are already part of the 10 actions required. Adding more Actions or relying solely on them doesn’t address the clutter caused by displaying 20 data elements and 10 actions simultaneously. Actions are functional triggers, not a layout or presentation solution for reducing visual overload.
Recommended Solution
Use Flyouts to offload secondary data elements and actions from the main FlexCard canvas. For example:
Display a Data Table or Repeat Block with 5-7 key product data elements (e.g., Product Name, SKU, Price) to keep the main view clean.
Add a button or link in each row/card to open a Flyout containing the remaining data elements (e.g., warranty details, serial number) and the 10 actions (e.g., edit, delete, or custom processes like initiating a refund).
Configure Flyouts in the FlexCard Designer to trigger on user interaction, ensuring the additional 13-15 data elements and 10 actions are accessible without cluttering the primary view.
Optionally, organize Flyout content using Zones within the Flyout for better structure, but Flyouts are the primary feature to address the clutter.
References
Salesforce Help: Add Flyouts to a FlexCard – Describes how Flyouts display additional data or actions in a pop-up to reduce clutter on the main FlexCard canvas.
Trailhead: Style FlexCard Elements – Explains how Flyouts can be used to manage complex data and actions in a user-friendly way.
Salesforce Help: Create a Flexcard (Managed Package)
– Covers designing FlexCards with Flyouts to optimize UI for large datasets and actions.
A company is creating a FlexCard for agents to respond to account inquiries. The company has decided to lim 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
A. Verify a transaction
B. Request higher limit
C. View credit score history
D. View statements
E. Make a payment
Explanation
The core principle here is to prioritize the most frequent and important actions. While we don't have the exact exhibit, we can deduce the logic from the options and typical business scenarios:
Frequency: "Verify a transaction," "View statements," and "Make a payment" are high-frequency, day-to-day tasks for both customers and service agents. Customers frequently call about transaction discrepancies, need to see their statements, and make payments.
Importance: These actions are critical to the core business of account management.
Make a Payment (E): Directly impacts revenue and customer account health.
Verify a Transaction (A): Directly related to security, fraud prevention, and resolving common customer issues.
View Statements (D): A fundamental action for providing account history and resolving billing inquiries.
Why the Other Options Are Less Likely
B. Request higher limit: This is an important action but is typically a low-frequency event. A customer might request a credit limit increase a few times a year at most, not daily or weekly.
C. View credit score history: Similar to a limit increase, this is a valuable feature but is not a high-frequency action for a typical agent handling common account inquiries. It's more of a periodic check.
Exam Strategy & Reference
Key Concept: This question tests the Salesforce UX Design principle of "Relevancy" and "Efficiency." A FlexCard, much like a Lightning Page, should be tailored to the user's persona and their most common tasks to save time and clicks.
How to Approach: In the exam, the "user analysis exhibit" would likely be a table or chart showing metrics like "Number of Times Action Performed Per Day" or "User Priority Ranking." You would simply select the three actions with the highest numbers.
Reference:
While not a direct link to documentation, this logic is embedded in the Salesforce Platform App Builder and User Experience Designer certification guides, which emphasize building context-aware and efficient interfaces. For the Email Specialist, it shows an understanding of how data drives decision-making in the Salesforce ecosystem.
In summary, the card should be designed for the most common and critical scenarios to maximize agent efficiency, which points to A, D, and E.
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
A. DataRaptor Post Action
B. Multi-select Input
C. Post to Object Action
D. Radio Input
E. HTTP Action
Explanation
The requirements map directly to these three OmniScript elements, which handle the user interface, external integration, and data saving respectively.
1. Multi-select Input (B) ➡️ User Selection
Requirement Met: "Allow the user to select one or more energy products from a list."
The Multi-select Input element is the standard OmniScript component designed to allow a user to choose multiple values from a list (e.g., Checkboxes or a Multi-select Picklist), fulfilling the requirement to select "one or more" products.
2. HTTP Action (E) ➡️ External Data Retrieval
Requirement Met: "Get current energy usage data from an external system via an API."
The HTTP Action is the element used in OmniScript (or an Integration Procedure it calls) to make an outbound call to a third-party REST API endpoint, which is necessary to retrieve the external energy usage data.
3. DataRaptor Post Action (A) ➡️ Save Data to Salesforce
Requirement Met: "Save the data back to Salesforce as a lead."
The DataRaptor Post Action is the standard OmniStudio element used to write, update, or upsert data into Salesforce objects (in this case, creating a new Lead record) based on the JSON data collected during the OmniScript process.
Why the other options are incorrect:
C. Post to Object Action: This action is a simpler element that only supports writing data to a single Salesforce object. While it could create the Lead, the DataRaptor Post Action is more flexible, allowing complex data mapping and manipulation, making it the generally recommended and scalable approach in most OmniScript processes.
D. Radio Input: This is an input element, but it is used when a user can select only one option from a list, not "one or more." The Multi-select Input (B) is required to meet the specific "one or more" criterion.
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