OmniStudio-Consultant Salesforce Certified OmniStudio Consultant Exam (WI24) Questions and Answers

A DataRaptor Extract can retrieve data from multiple related objects. A DataRaptor Extract is a tool that can read data from a Salesforce object or invoke a Salesforce API, using SOQL queries or Apex methods. A DataRaptor Extract can also use filters, joins, and formulas to manipulate the data. A DataRaptor Extract can retrieve data from multiple related objects by using lookup or master-detail relationships in the SOQL queries or Apex methods

The OmniStudio tools that the consultant should use to design a solution to meet these requirements are: Single FlexCard with multiple actions. A FlexCard is a tool that can display data and actions in a card format. The consultant can use a single FlexCard to display the medical test reports for each patient, including the report name, date requested, and date generated. A FlexCard can also have multiple actions, such as buttons or links, that can invoke OmniScripts or Integration Procedures. The consultant can use multiple actions to enable the user to approve, print for review, or send for retest each medical test report

 A Text Block element in OmniScript can perform three functions: display links or images, apply text formatting, and format tables. A Text Block element can use HTML tags to create hyperlinks or embed images in the OmniScript. It can also use CSS properties to style the text, such as font size, color, alignment, etc. Additionally, a Text Block element can use HTML table tags to create and format tables in the OmniScript

The two cases where an integration procedure should be used as a data source for FlexCards and OmniScripts are: To retrieve multiple data sources in a single response and To separate the user interface from changes in the data sources. An integration procedure is a tool that can execute multiple DataRaptor actions, such as Extract, Transform, and Load, and also invoke REST or SOAP services. The consultant can use an integration procedure as a data source for FlexCards and OmniScripts when they need to retrieve data from different sources, such as Salesforce objects or external systems, and store it in a JSON object for display. This way, the integration procedure can provide multiple data sources in a single response, without requiring multiple elements or actions in the FlexCard or OmniScript. The consultant can also use an integration procedure as a data source for FlexCards and OmniScripts when they want to separate the user interface from changes in the data sources. This way, the integration procedure can handle any changes in the data sources without affecting the FlexCard or OmniScript design or configuration.

To improve the performance and avoid hitting Governor limits, the consultant should replace the DataRaptor Extracts with DataRaptor Turbo Extracts and combine them into an Integration Procedure. DataRaptor Turbo Extracts are optimized for speed and efficiency, and can retrieve large amounts of data without using SOQL queries. An Integration Procedure can execute multiple DataRaptor actions in one call, reducing the number of requests and processing time

The order that the consultant should design the elements of the OmniScript to meet these requirements is: Radio Input, Date Input, HTTP Action, DataRaptor Post Action. A Radio Input element can display a list of options for the user to choose from, such as customer satisfaction rating. A Radio Input element allows only one option to be selected at a time, and can also have icons for each option. A Date Input element can display a field for the user to enter a date value, such as call back date. A Date Input element can also have validation and formatting options, such as minimum and maximum dates, calendar picker, etc. An HTTP Action element can invoke a REST or SOAP service to retrieve data from an external system, such as a list of bills from the last 5 months. An HTTP Action element can store the response data in a JSON object for further processing. A DataRaptor Post Action element can write data to a Salesforce object or invoke a Salesforce API, such as creating a case with the list of bills in the case description

 The consultant should recommend creating a specific OmniScript for each business process to improve the planned design of this OmniScript. Having one OmniScript for three different and complex sales processes will make the OmniScript too long and complicated, and will affect the performance and maintainability. Creating separate OmniScripts for each process will make them more manageable and user-friendly, and will also allow for more customization and flexibility

The three OmniScript elements that should be used to meet the requirements are: DataRaptor Extract Action, Email Action, and Calculation Action. A DataRaptor Extract Action can retrieve data from a Salesforce object, such as total insurance premiums paid and the difference year over year, and store it in an Interface object or a JSON object. An Email Action can send an email to the customer with a summary report attached, using data from an Interface object or a JSON object. A Calculation Action can perform mathematical operations on data from an Interface object or a JSON object, such as calculating the difference year over year

The group element that will control whether an individual action executes in an Integration Procedure is Conditional Block. Conditional Block allows the designer to specify a condition that determines whether the actions inside the block will run or not. Cache Block is used to store data in memory for later use. Try-Catch Block is used to handle errors and exceptions. Loop Block is used to iterate over a collection of data.

The two reasons that explain why Integration Procedures are recommended as the first choice of data sources for FlexCards and OmniScripts are: they future-proof your front-end design and they combine multiple actions into a single server call. An Integration Procedure can abstract the data source from the front-end design, making it easier to change or update the data source without affecting the FlexCard or OmniScript. An Integration Procedure can also execute multiple DataRaptor actions, such as Extract, Transform, and Load, and also invoke REST or SOAP services in one call, reducing the number of requests and processing time

The correct OmniStudio tools to design a solution that meets these requirements are OmniScript, Calculation Procedures and Matrices, and OmniStudio Action. OmniScript can be used to create a user interface for capturing customer information and displaying suggested products. Calculation Procedures and Matrices can be used to compute the discount percentage per product based on the customer data provided. OmniStudio Action can be used to save the list of suggested products including discounts to Salesforce or an external system. Integration Procedures are not needed for this scenario, as there is no data integration involved. FlexCard is not relevant for this scenario, as it is used to display contextual data on record pages.

 DataRaptors are OmniStudio data tools that can perform various functions on data, such as reading, writing, transforming, and validating. They can work with Salesforce data and external data sources. The two functions that can be performed by DataRaptors are:

• Transform data: DataRaptors can use transformation rules to manipulate data, such as changing the format, applying calculations, mapping values, etc.
• Read and write data to Salesforce: DataRaptors can use SOQL or SOSL queries to read data from Salesforce objects and fields, and use DML operations to insert, update, delete, or upsert data to Salesforce.

The functions that cannot be performed by DataRaptors are:

• Combine requests into a single response: DataRaptors cannot aggregate multiple requests from different sources into one response. This can be done using Integration Procedures, which can orchestrate multiple DataRaptors or REST calls into a single process.
• Read and write data to external systems: DataRaptors cannot directly access external systems or APIs. They need to use Integration Procedures or REST elements to invoke external services and pass the data to or from DataRaptors.

The OmniStudio tool that the consultant should recommend to meet this requirement is Grouped Calculation Matrix. A Grouped Calculation Matrix is a tool that can perform complex calculations based on multiple input variables and output values within groups. The consultant can use a Grouped Calculation Matrix to define the input variables, such as state and other factors, and the output values, such as rates. The Grouped Calculation Matrix can then apply rules and formulas to calculate the rates for each state separately, but using the same formula

Step elements are used to organize the OmniScript into one or more pages. They define the layout, navigation, and visibility of the OmniScript elements. They can also have pre- and post-actions that can execute DataRaptors, Integration Procedures, or other processes before or after the user completes the step.

The other options are not correct because:

• Allows the user to input data: This is not the purpose of Step elements, but of Input elements, such as Text, Number, Date, Picklist, etc.
• Groups elements that extract data: This is not the purpose of Step elements, but of Data Source elements, such as DataRaptor Extract, Integration Procedure Extract, etc.
• Enables the use of repeatable blocks: This is not the purpose of Step elements, but of Repeatable Block elements, which allow the user to add or remove multiple instances of a group of elements.

 The calculation engine will select which calculation procedure to run based on Priority. Priority is a field on the calculation procedure object that determines the order in which calculation procedures are executed when there are multiple active ones for a given date. The lower the priority number, the higher the precedence. Date modified, Sequence, and Date created are not factors that affect the calculation procedure selection logic.

The combination that the consultant should use in designing the solution is OmniScript and Navigate. An OmniScript is a tool that can design customer interactions using elements and actions. The consultant can use an OmniScript to display the mobile plans for the Customer 360° console application. A Navigate action is a button or a link that can redirect the user to another web page or URL. The consultant can use Navigate actions to add the following actions to the FlexCard: start a process to retrieve plan consumption data, create a new case, open a promotions web page, and change the SIM card

The number of different data sources that can be configured using FlexCards in this scenario is 6. A FlexCard can have one data source per state, and a state can have multiple child FlexCards, each with its own data source. Therefore, the parent FlexCard can have one data source for its state, and each of the 5 child FlexCards can have a different data source, making a total of 6 data sources

 The OmniStudio tool that the consultant should recommend to get the discounted rate is Calculation Matrices. A Calculation Matrix is a tool that can perform complex calculations based on multiple input variables and output values. The consultant can use a Calculation Matrix to define the input variables, such as number of lines and internet coverage, and the output values, such as discounted rate. The Calculation Matrix can then apply rules and formulas to calculate the discounted rate for each combination of input variables

 The two FlexCard features that the consultant should use to meet these requirements are States and OmniStudio Action. A State is a condition that determines how a FlexCard displays data and actions based on certain criteria. The consultant can use States to filter the installed products by their status and display different fields and actions accordingly. An OmniStudio Action is a button that can invoke an OmniScript or an Integration Procedure from a FlexCard. The consultant can use OmniStudio Actions to enable the agents to complete different processes for each installed product, such as pay bill, cancel service, etc

 The two OmniStudio tools that the consultant should recommend to meet these requirements are: Calculation Matrix and DataRaptor Extract. A Calculation Matrix is a tool that can perform complex calculations based on multiple input variables and output values. The consultant can use a Calculation Matrix to look up the unit price using the product code, the grade, size, and then multiply the unit price by a discount factor. A DataRaptor Extract is a tool that can retrieve data from a Salesforce object or invoke a Salesforce API. The consultant can use a DataRaptor Extract to get the product code, grade, size, and discount factor from Salesforce

The OmniScript elements that the consultant should recommend to meet these requirements are: Radio Group, DataRaptor Post Action, and Email Action. A Radio Group element is an element that can display a list of options for the user to choose from, such as customer satisfaction rating. A Radio Group element allows only one option to be selected at a time, and can also have icons for each option. A DataRaptor Post Action is an action that can write data to a Salesforce object or invoke a Salesforce API. The consultant can use a DataRaptor Post Action to create a case for an account team member to follow up. An Email Action is an action that can send an email to one or more recipients, with optional attachments and templates. The consultant can use an Email Action to email a summary message to the user

 The purpose of a DataRaptor Load is to write data to Salesforce objects. A DataRaptor Load can map data from an Interface object or a JSON object to one or more Salesforce objects, and perform insert, update, upsert, or delete operations. A DataRaptor Load can also use formulas and functions to transform the data before writing it to Salesforce

 The three OmniScript elements that should be used to meet these requirements are: Select, DataRaptor Extract Action, and DataRaptor Post Action. A Select element can display a dropdown list of options for the user to choose from, such as payment type. A DataRaptor Extract Action can retrieve data from a Salesforce object, such as saved payment information, and store it in an Interface object or a JSON object. A DataRaptor Post Action can write data to a Salesforce object, such as new payment information, and perform insert or update operations

FlexCards are used to display contextual customer information in a compact and customizable way. They can also provide access to related processes or actions. In this scenario, the features that the consultant should recommend are:

• Actions: These are buttons or links that can launch OmniScripts, DataRaptors, or other processes from the FlexCard. They can help the users to perform tasks related to the customer information displayed on the FlexCard.
• Custom Styles: These are CSS classes that can be applied to the FlexCard elements to match the company’s color scheme and fonts. They can help the users to have a consistent and branded user interface.
• Data Tables: These are elements that can display tabular data from one or more data sources on the FlexCard. They can help the users to see relevant data in a structured and sortable way.

The features that the consultant should not recommend are:

• Menu Elements: These are elements that can display a list of options or submenus on the FlexCard. They are not suitable for this scenario because they do not provide access to processes or actions, but only to other FlexCards or pages.
• Newport Design System: This is a design system that provides a set of predefined styles and components for OmniStudio applications. It is not suitable for this scenario because it does not match the company’s color scheme and fonts, and it may require additional customization.

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.

 The three OmniScript elements that the consultant should recommend to meet these requirements are: DataRaptor Post Action, Multi-select Input, and HTTP Action. A DataRaptor Post Action is an action that can write data to a Salesforce object or invoke a Salesforce API. The consultant can use a DataRaptor Post Action to save the data back to Salesforce as a lead. A Multi-select Input is an element that can display a list of options for the user to choose from, such as energy products. A Multi-select Input allows multiple options to be selected at once, and can also have icons for each option. An HTTP Action is an element that can invoke a REST or SOAP service to retrieve data from an external system, such as current energy usage data. An HTTP Action can store the response data in a JSON object for further processing

The OmniStudio tool that creates a Chatter post and sends it to a Chatter feed is Integration Procedure. An Integration Procedure can execute multiple DataRaptor actions, such as Extract, Transform, and Load, and also invoke REST or SOAP services. One of the REST services that an Integration Procedure can invoke is Chatter API, which allows creating and sending Chatter posts to users or groups

 The consultant can recommend creating a reusable OmniScript to update address information. A reusable OmniScript is an OmniScript that can be embedded in another OmniScript as a sub-process. This way, the consultant can create one OmniScript that collects the address information in a consistent way using the same labels and input elements, and then use it in multiple OmniScripts that need to update address information. This will improve the design and maintenance of the OmniScripts.

The solution that the consultant should recommend is DataRaptor Turbo Extract. DataRaptor Turbo Extract allows the designer to retrieve a large amount of data from a Salesforce object in batch mode without hitting governor limits. DataRaptor Extract is not suitable for this scenario, as it can only retrieve data from a single record or a small set of records. Calculation Procedure and DataRaptor Turbo Extract are not needed for this scenario, as there is no calculation involved. Integration Procedure and DataRaptor Turbo Extract are not needed for this scenario, as there is no data integration involved.