Summer 21 (SU21) Omnistudio Consultant Set 1
1 of 60. Which three use cases should be implemented using Calculation Procedures &
Matrices?
Choose 3 answers
A. Use a house’s address, size, and age of the building to determine an insurance
premium.
B. Use rules to determine eligible Insurance products based on a house’s address and
age of the building.
C. Use location and past usage to determine the monthly cost for an energy product.
D. Use the product color and capacity to determine the price of a product.
E. Use risk factors for an insured item to determine different Insurance product
options.
2 of 60. When designing Omni Scripts, which three best practices should consultants
recommend to increase user adoption?
Choose 3 answers
A. Prefill date for users when possible
B. Replicate existing processes as-is
C. Provide keystroke commands for data entry
D. Divide complex processes into sections
E. Provide user help text
3 of 60. A company has a legacy application to display customer information. The
application currently uses custom CS /HTML to display information in the company's
color scheme and fonts. The application also provides users wit access to more than 25
processes. Recently, a new project was started to build a 360° view using FlexCards to
replace the legacy application.
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In this scenario, which three FlexCard features should the consultant recommend?
Choose 3 answers
A. Actions
B. Custom Styles
C. Menu elements
D. Datatables
E. seesign System
4 of 60. 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
5 of 60. Which two functions can be performed by DataRaptors?
Choose 2 answers
A. Transform data
B. Combine requests into a single response
C. Read and write data to external systems
D. Read and write data to Salesforce
6 of 60. A company has an existing OmniScript that agents use to create new billing
accounts. It currently has three st to capture required Information:
• Step 1: account name and legal number
• Step 2: billing cycle and monthly due date
• Step 3: emall 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
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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. the save for later property
7 of 60. Agents for an insurance company need to know the current and past weather
conditions when creating claims customers. The consultant implements a FlexCard for
weather conditions in the console to ensure the agents h 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?
A. Streaming API
B. Stxtract
C. REST
D. Integration Procedure
8 of 60. 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 accour
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
A. Replace the DataRaptor Extracts with DataRaptor Turbo Extracts
B. Add Limit filter in DataRaptor Extract
C. aptorDataRaptors into an Integration Procedure
D. Add Order by filter in DataRaptor Extract
9 of 60. How many levels deep can reusable OmniScripts be nested?
A. 2
B. 3
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C. Unlimited
D. 1
10 of 60. A company needs to create a new quote estimation process for its services team.
This process involves multi steps. The user needs to enter a variable number of rows of
data in order to calculate the correct final price f 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
A. Edit Block
B. Multi-select
C. Formula
D. Step
E. Input black
11 of 60. 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?
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Choose 2 answers
A. Use a Datatable element
B. Use a Block Element with the Collapse property enabled
C. Use a Zone Template
D. Use a Custom Style to adjust height and width
12 of 60. Which three of the following are functions of a Text Block element in
OmniScript?
Choose 3 answers
A. Error conditions
B. User input fields
C. Links or images
D. Text formatting
E. Table formatting
13 of 60. A business needs to create a FlexCard to display open cases for an account. The
cases should display differen depending on their priority.
• Low or Medium priority cases should display case date 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?
A. Create a FlexCard with two card states. Use conditions on the state to filter for
priority.
B. Create a FlexCard with one card state. Use conditions on the fields and actions to
filter for priority.
C. Create two FlexCards with one card state each. Use conditions on the states to
filter for priority.
D. Create two FlexCards, one for Low/Medium priority cases and another for High
priority cases.
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14 of 60. 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
A. They future-proof your front-end design.
B. They can retrieve Salesforce data from multiple objects faster.
C. They combine multiple actions into a single server call.
D. They enable better usability in digital interactions,
15 of 60. 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 AI and then display them to the
user for selection in a dropdown list. Once the user selects a date, a confirm tic should
display with rich text and images.
Which three OmniScript elements should be used to meet these requirements?
Choose 3 answers
A. Text Block
B. HTTP Action
C. Text Area
D. Select
E. Multi-select
16 of 60. 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.
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What should the consultant add to the design of the OmniScript to meet these
requirements?
A. DateRaptor Post Action between Step 2 and Step 3
B. Integration Procedure Action between Step 2 and Step 3
C. DataRaptor Post Action inside Step 2
D. Integration Procedure Action Inside Step 3
17 of 60. An existing OmniScript used to capture and update customer information
displays the following information o
• 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 falls after submission
because the mandatory fields are blank.
How can the consultant improve the user experience of the OmniScript?
A. Use a template for each category and adding custom code for the required validatio
B. Use Section to break the information and Headline to the title and a required icon in
the input
C. Use a Visualforce Page with the categories, labels, and the required validation
D. Use Block elements to group and required property checked in some of the inputs
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18 of 60. 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
• Pay bill
• Disconnect service
• Reconnect service
Which two FlexCard features should the consultant use to meet these requirements?
Choose 2 answers
A. States
B. OmniStudio Action
C. Custom Style
D. Flyout
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19 of 60. 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 viewi 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
A. Use a table or chart to display data
B. Use a flyout action to display additional information
C. Use a condition to hide data unless specific criteria are met
D. Put specific fields in a collapsible block
20 of 60. 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?
A. 2
B. 6
C. 5
D. 1
21 of 60. A company plans to rebuild a process that includes functionality that was
originally written in APEX and Visua 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?
A. DataRaptor Turbo
B. Calculation Procedure
C. Integration Procedure
D. DataRaptor Extract
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22 of 60. 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, a phone number with options to edit the
contact information or send a message. The primary contact for an ac should be
highlighted with a blue border.
Which two FlexCards features should the consultant recommend to meet these
requirements?
Choose 2 answers
A. Datatable
B. Flyouts
C. States
D. Repeat Block
23 of 60. What is the purpose of a DataRaptor Load?
A. Write data to Salesforce objects
B. oseta to Salesforce APIs
C. Load data to an Interface object
D. Send data to a PDF template
24 of 60. 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?
A. Enables easier global styling changes
B. Allows multiple data sources to be used
C. Enables the FlexCard to be used on a community page
D. Allows conditional views with the Toggle element on each child card
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25 of 60. An insurance company wants to create an OmniScript that allows the user to
review and change account deta 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
26 of 60. What is the purpose of the Messaging element in OmniScript?
A. Display a custom styled message
B. Send email/text to users based on logical conditions
C. Trigger an event to external data sources based on logical conditions
D. Display a warning to users based on logical conditions
27 of 60. 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?
A. Allows aggregate functions
B. Allows text concatenation using algebraic operators
C. Allows multiple versions that will execute based on when the request is made
D. Allows AI integration to calculate next best offer using policy attributes
28 of 60. 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
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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
29 of 60. In which two scenarios should a DataRaptor be used?
Choose 2 answers
A. To retrieve an account and its related contacts
B. To retrieve today's financial news
C. To send an SMS alert to the user when a process completes
D. To merge the city and state fields into a single field
31 of 60. A customer needs to create an OmniScript to capture payment Information. In
the first step of the process, t user selects a payment type such as credit card, debit
card, or direct bank account payment. Each payment t 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 informatic 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
A. DataRaptor Transform Action
B. Select
C. DataRaptor Extract Action
D. Radio
E. DataRaptor Post Action
32 of 60. Which OmniScript element can be used to retrieve data from more than one
source?
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A. Calculation Action
B. Integration Procedure Action
C. DataRaptor Extract Action
D. Matrix Action
33 of 60. 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
A. HTTP
B. Response
C. DataRaptor Post
D. DataRaptor Extract
34 of 60. A health provider company is building a new application for its medical
officers. The company wants to displa medical test reports for patients. Medical test
reports is a custom object, related to the Patients object. For e patient, the company needs
to list each medical test report including the report name, date requested, and d 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?
A. Salesforce list view with custom buttons/links
B. Multiple FlexCards with single action
C. OmniScript with multiple Step elements
D. Single FlexCard with multiple actions
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35 of 60. A business wants to create a reusable OmniScript to capture customer payment
information during the orderi 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
A. Number
B. Radio
C. Multi-select
D. Currency
36 of 60. A business implements FlexCards in their customer 360° view. The business
wants to add a new action to oni the FlexCards that redirects users to an external web
page.
Which type of action should the consultant recommend to meet this new requirement?
A. Redirect
B. Event
C. Navigate
D. URL
37 of 60. A company is beginning their first project using Calculation Procedures &
Matrices. The developers on the tea 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?
A. It aggregates data elements that have been calculated separately.
B. It verifies data types in the algebraic calculations of the calculation procedure.
C. It generates sample input and output JSON that can be easily used to build
DataRaptors.
D. It allows developers to create what-if calculations.
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38 of 60. A company begins a project to unify its customer data across the enterprise.
After completing the discovery 2 analysis phases of the project, the project team
recommends FlexCards as the primary solution. The stakeho 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
A. The FlexCard Wizard
B. Lightning web components used in FlexCards
C. Newport Design System used in FlexCards
D. sFlexCard Designer
39 of 60. A business has been experiencing a downturn in customer satisfaction due to
billing issues. The business lear 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 t request a call back on a certain date and then create
a case that includes a list of bills from an external syste the last 5 months in the case
description.
In what order should the consultant design the elements of the OmniScript to meet these
requirements?
A. Radio Input. Date Input, HTTP Action, DataRaptor Post Action
B. Date Input, Radio Input, HTTP Action, DataRaptor Post Action
C. atetion, DataRaptor Post Action, Date Input, Radio Input
D. HTTP Action, Radio Input, Date Input, DataRaptor Post Action
40 Of 60. Which OmniStudio tool can be used to invoke scheduled jobs?
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A. Integration Procedure
B. DataRaptor Extract
C. DataRaptor Load
D. Calculation Procedure
41of 60. Which OmniStudio tool creates a Chatter post and sends to a Chatter feed?
A. DataRaptor Load
B. Integration Procedure
C. Calculation Procedure
D. Flexcards
42of 60. An OmniScript saves data to Salesforce and to an external system. What
OmniScript element could save all this data?
E. HTTP Action
F. Integration Procedure Action
G. Data Raptor Post Action
H. DataRaptor Transform Action
43of 60. 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?
A. Create new versions of the OmniScripts to collect the address information.
B. Create a reusable OmniScript to update address information.
C. Use a DataRaptor Transform to standardize the data format.
D. Add an address typeahead element to all the OmniScripts.
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44of 60. The design team creates a mock-up proposal of an OmniScript for sales that
includes more than 25 steps. Th consultant reviews the proposal and sees that the
OmniScript will be used for three different and complex sal 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. E 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?
A. Passthe process type as an input parameter
B. Add more conditional views to branch the OmniScript into logical sections.
C. Add more Step elements to create shorter pages.
D. Create a specific OmniScript for each business process.
45 of 60. A consultant has a project with the following requirement: “Agents need to
follow a standard customer greeti 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?
A. Input Block
B. Text Ares
C. Headline
D. Step
45 of 60. A business is creating a new OmniScript that will allow agents to launch a
guided selling process from an acci detail page. The consultant reviews the initial design
proposed for the OmniScript and sees that the process the following steps:
• Step 1: Enter account name to retrieve account information
• Step 2: Review and edit account information
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• Step 3: Select products
• Step 4: Enter payment information
Following best practices, what suggestion should the consultant make to improve
the design?
A. Remove Step 1 and prefill the account information automatically.
B. Divide Step 2 into two steps, so each task is distinct.
C. Use an Edit Block in Step 4 to enter payment information.
D. Use Multi-select elements in Step 3 for the product list.
46 of 60. 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 requiren
A. Add a new Step element with Input elements
B. Add an LWC component
C. Add an Input Action to a Step
D. Add an embedded FlexCard
47 of 60. A company implements an integration procedure that is invoked from an
OmniScript. The integration procedu includes a very long-running process that makes
users impatient.
Which feature should the consultant recommend to improve performance and address
users concerns?
A. Try Catch
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B. Batch jobs
C. Chaining
D. Conditions
48 of 60. An insurance agency wants to enable its call center agents to be more efficient
when handling customer inquire 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 OmniScripts elements should be used to meet the requirements?
Choose 3 answers
A. DateRaptor Extract Action
B. mail Action
C. DataRaptor Post Action
D. Messaging Element
E. Calculation Action
49 of 60. 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 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?
A. OmniStudio Action
B. Integration Procedure
C. DataRaptor
D. Calculation Procedure
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50 of 60. A company plans to use OmniScript to digitally transform its business. During
the discovery phase of the proj the team reviews all of the business processes including
the individual steps of each process. As a result of th 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 On Step”
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. reatee a FlexCard for contacts, and add an Update Contact Details OmniScript as
an action,
51 of 60. 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?
A. DataRaptor Turbo
B. OmniStudio Action
C. Calculation Matrices
D. DataRaptor Transform
52 of 60. 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 ca 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.
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How should the consultant design the FlexCard solution to meet these requirements?
A. Using card session variables and a single Flex Card with multiple flyouts
B. Using card session variables and multiple FlexCard
C. Using card filter and a single FlexCard with multiple flyouts
D. Using card filter and multiple FlexCards
53 of 60. A business has an existing Contact FlexCard that currently displays 5 actions.
The business needs to add 3 m 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, t consultant notices
that the FlexCard is overloaded with actions.
What FlexCard design solution should the consultant recommend?
A. Add a menu element and include all the actions
B. Create a new contact FlexCard for the new action
C. Add a flyout to the existing FlexCard
D. Use a block element to add these new actions
54Of 60. Which OmniStudio tool is optimized for performance and minimizes
configuration time?
A. Integration Procedure
B. DataRaptor Extract
C. DataRaptor Turbo Extract
D. Calculation Procedure
55Of 60. A company has account information that they want to display to agents in a
summarized view. For each acco they want to display icons that allow the user to launch
guided processes for frequent tasks. The processes a reused in other parts of the business.
Which three OmniStudio tools are needed to meet these requirements?
Choose 3 answers
A. FlexCards
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B. Flyouts
C. OmniStudio Actions
D. Navigate Actions
E. Omniscript
56 of 60. A company needs to create multiple guided processes on their public website.
The processes need to be style 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, silde bars,
and other user interface elements. The company wants both the corporate branding kit ai
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
A. OmniScript
B. Custom Styles
C. Omniout
D. Newport Design System flexcards
E. Flexcards
57 of 60. A business needs to display installed products for field service technicians on
service calls using a mobile dev 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
A. Use flyouts
B. Use card states
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C. Enable the Responsive property
D. Customize the styling
58 of 60. 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 first step is required.
On the last step, after taking payment, the agent can optionally email the receipt to the
customer. If the cust 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?
A. Add a Set Errors element
B. Add a DataRaptor to retrieve the email address
C. Add a Validation Rule to the Contact object
D. Add a Conditional View to the last step
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