Free Practice Questions for Salesforce OmniStudio-Consultant Exam

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

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 two use cases that are best solved using Calculation Procedures & Matrices are: To apply the correct factor when determining a cost and To return output that is calculated differently based on the date. A Calculation Procedure is a tool that can perform complex calculations based on multiple input and output variables. A Calculation Matrix is a tool that can perform complex calculations based on multiple input variables and output values within groups. The consultant can use Calculation Procedures & Matrices to solve these use cases, because they involve applying rules and formulas to different data values and scenarios

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

 The consultant should recommend adding a Set Errors element to meet this requirement. A Set Errors element can display an error message and prevent the OmniScript from proceeding if certain conditions are not met. The consultant can use a Set Errors element to check if the email address field is empty when the agent selects the checkbox to email the receipt. If it is empty, the Set Errors element can show an error message and direct the user to return to the first step and enter the customer’s email address

 The two actions that are necessary to design this solution using an Integration Procedure are DataRaptor Post and DataRaptor Extract. A DataRaptor Post 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 an event (platform event) using account information. A DataRaptor Extract is an action that can retrieve data from a Salesforce object or invoke a Salesforce API. The consultant can use a DataRaptor Extract action to get the account information from Salesforce

The requirement is to create "guided interactions" that utilize data from both a Salesforce org and external sources. In Salesforce OmniStudio, OmniScripts is the tool specifically designed for building interactive, guided processes that lead users through a series of steps, integrating and displaying data from multiple sources, including Salesforce and external systems.

Here’s why C. OmniScripts is the correct answer:

Purpose of OmniScripts: OmniScripts are a core OmniStudio component used to create structured, step-by-step user experiences (guided interactions) that can incorporate data from Salesforce objects and external systems. They enable consultants to design dynamic, interactive interfaces with elements like text inputs, picklists, and buttons, guiding users through processes such as filling out forms, updating records, or completing workflows. OmniScripts support integration with other OmniStudio tools (e.g., DataRaptors and Integration Procedures) to fetch and manipulate data, making them ideal for this scenario.

Handling Data from Multiple Sources:

Salesforce Data: OmniScripts can use DataRaptors to extract or update data from Salesforce objects (e.g., retrieving Account details or updating a Case).

External Sources: OmniScripts can leverage Integration Procedures to call external APIs or systems (e.g., pulling customer data from an ERP system) and then display or process that data within the script.For example, an OmniScript could guide a user to input customer information, fetch related Salesforce records using a DataRaptor Extract, and retrieve payment history from an external API via an Integration Procedure—all within a single, cohesive interaction.

Guided Interaction Features: OmniScripts offer a drag-and-drop designer with elements like Steps, Inputs, and Actions, allowing consultants to craft a logical flow. Features like conditional visibility, validation rules, and navigation controls ensure the interaction is guided and user-friendly, meeting the client’s need for a structured experience.

Now, let’s examine why the other options are incorrect:

A. FlexCards: FlexCards are designed to display data in a concise, card-based format (e.g., a summary of customer details or case status). While they can pull data from Salesforce and external sources (via DataRaptors or Integration Procedures), they are primarily read-only or lightly interactive displays, not tools for creating multi-step guided interactions. FlexCards are better suited for dashboards or quick views, not for guiding users through a process like data entry or decision-making.

B. Integration Procedures: Integration Procedures are powerful tools in OmniStudio for orchestrating complex data operations, such as calling external REST APIs, transforming data, or chaining multiple actions. However, they are backend processes, not user-facing tools. They don’t provide a UI or guided interaction framework—they support OmniScripts or FlexCards by supplying the data or logic needed. Thus, they’re a component of the solution, not the primary tool for guided interactions.

D. Data Mappers: Data Mappers (likely a typo for "DataRaptors" in OmniStudio context) are used to extract, transform, load, or post data between Salesforce and OmniStudio components. For example, a DataRaptor Extract pulls Salesforce data, while a DataRaptor Turbo Extract maps it to JSON. However, DataRaptors are data-handling tools, not UI components. They can’t create guided interactions on their own—they provide the data that OmniScripts or FlexCards use.

Why OmniScripts Stand Out:

OmniScripts are uniquely suited for this requirement because they combine a user interface with data integration capabilities. For instance, a consultant could design an OmniScript to:

Display a welcome step with customer data fetched from Salesforce (via DataRaptor).

Prompt the user to enter additional details, validated in real-time.

Integrate external data (e.g., order status from a third-party system) using an Integration Procedure.

Save all data back to Salesforce or the external system upon completion.This aligns perfectly with the need for "guided interactions" using data from multiple sources.

Based on the user analysis exhibit, the three actions that should appear on the card are: verify a transaction, request higher limit, and make a payment. These actions have the highest frequency and importance scores among the six actions listed. The other actions, such as view credit score history, view statements, and view rewards, have lower frequency and importance scores, and can be accessed through other means

The two elements that the consultant should recommend for this step of the process are: Radio and Currency. A Radio element can display a list of options for the user to choose from, such as payment type. A Radio element allows only one option to be selected at a time, and can also have icons for each option. A Currency element can display a field for the user to enter a currency value, such as payment amount. A Currency element can also have validation and formatting options, such as minimum and maximum values, decimal places, etc

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