Salesforce OmniStudio-Consultant Salesforce Certified OmniStudio Consultant Exam (SU24) Exam Practice Test

 The OmniStudio tool that is optimized for performance and minimizes configuration time is DataRaptor Turbo Extract. A DataRaptor Turbo Extract is a tool that can retrieve data from one or more Salesforce objects using a graphical interface, without writing any SOQL queries. A DataRaptor Turbo Extract can also use filters, joins, and formulas to manipulate the data. A DataRaptor Turbo Extract is faster and more efficient than a DataRaptor Extract, and can handle large amounts of data without hitting governor limits

The type of action that the consultant should recommend to meet this new requirement is Email. 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 add a new action to the FlexCards that sends an email to the customer with a summary report attached

 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 Action element that redirects the user outside an LWC OmniScript is Navigate. Navigate allows the user to navigate to a URL or a Salesforce record or page. Response, Done, and Post to Object are not Action elements, but End elements that terminate an OmniScript.

 The type of DataRaptor that can be used to retrieve a list of cases filtered by the customer’s asset and the last service date of the asset is DataRaptor Extract. DataRaptor Extract allows the designer to retrieve data from Salesforce or an external system using filters and relationships. In this case, a filter can be used to match the asset ID and the last service date, and a relationship can be used to join the case and asset objects. DataRaptor Turbo is not a type of DataRaptor, but a feature that enables batch mode for DataRaptor Extract. DataRaptor Load is used to write data to Salesforce or an external system. DataRaptor Transform is used to transform data from one format to another using templates.

QUESTIONNO: 107

Which of the following is a key difference between Integration Procedures and DataRaptors?

A. DataRaptors can access data from external sources.

B. DataRaptors can invoke multiple actions in a single server call.

C. Integration Procedures can access data from external sources.

D. Integration Procedures can retrieve data from multiple related objects.

Answer: C

The key difference between Integration Procedures and DataRaptors is that Integration Procedures can access data from external sources, while DataRaptors can only access data from Salesforce. Integration Procedures allow the designer to create complex API queries declaratively using HTTP Actions or SOAP Actions. DataRaptors allow the designer to read, transform, and write data between Salesforce objects or fields. Both Integration Procedures and DataRaptors can invoke multiple actions in a single server call, and both can retrieve data from multiple related objects.

The consultant should design a solution using an OmniScript with multiple Step elements to meet the requirements. An OmniScript is a tool that can design customer interactions using elements and actions. The consultant can use an OmniScript to display client information, profile attributes, and investment instrument information. A Step element can group related fields and elements in an OmniScript, and display them in a page or a section. The consultant can use multiple Step elements to organize the information into logical groups, such as client information, profile attributes, and investment instruments

The consultant should design the OmniScript solution using the Save property to allow the user to stop and resume a process at a later time. The Save property is a property that determines whether an OmniScript can be saved as a draft and resumed later from where it was left off. The consultant can enable the Save property on an OmniScript to allow the user to stop and resume a process at a later time, without losing any data or progress.

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 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 FlexCard design solution that the consultant should recommend is to add a menu element and include all the actions. A menu element can display a list of actions in a dropdown menu, with icons and labels for each action. The consultant can use a menu element to show all the 8 actions in the FlexCard, without overloading it with buttons or links. This will improve the user experience and the design of the FlexCard

 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

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 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

The correct way to design the FlexCard to meet this requirement is to create two states, one for mobile devices and another for non-mobile devices. States allow the designer to define different layouts and behaviors for the same FlexCard based on conditions. The width of the fields can be adjusted for each state using the Size property. Enabling the Responsive feature on the field elements would not change their width, but only their alignment. Enabling the Mobile-First feature in FlexCard settings would not affect the width of the fields, but only the order in which they are displayed. Creating two FlexCards, one for mobile devices and another for non-mobile devices, would create redundant code and maintenance issues.

 The two actions that the consultant should recommend to the project team are replace existing APEX using DataRaptors and HTTPActions, and implement FlexCards and OmniScripts for the front-end. Replacing existing APEX using DataRaptors and HTTPActions would reduce implementation time, as these tools are declarative and do not require coding. Implementing FlexCards and OmniScripts for the front-end would ensure end-user processes are as simple as possible, as these tools provide guided interactions and contextual data. Creating new LWC templates for branding and styling would increase implementation time, as this would require coding and testing. Using existing APEX classes as data sources would not ensure optimal UX, as this would limit the flexibility and scalability of the solution.

The OmniStudio tool that should be used to meet this requirement is FlexCards. A FlexCard is a tool that can display data and actions in a card format. The consultant can use FlexCards to show all of the customer’s related information on one screen, such as account information, contacts, cases, etc. FlexCards can also have actions that can invoke OmniScripts or Integration Procedures for further interactions, such as creating new records or updating existing ones

 The advantage of embedding multiple child cards in this scenario is that it allows multiple data sources to be used. A child card can have its own data source independent of the parent card or other child cards. This way, the consultant can use different data sources for each child card, such as Salesforce objects or external systems, and display them in one FlexCard canvas

The FlexCard feature that the consultant should recommend to address this issue is Flyouts. A Flyout is a pop-up window that can display additional information or actions for a FlexCard. The consultant can use Flyouts to show some of the data elements and actions that are not essential for the main view of the product information, such as product details, specifications, reviews, etc. This way, the consultant can reduce the clutter on the main FlexCard and improve the user experience

 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

 To create a new quote estimation process that involves multiple steps and a variable number of rows of data, the consultant should recommend the following OmniScript elements:

• Edit Block: This is an element that allows the user to add, edit, or delete multiple rows of data in a table-like format. It can be used to capture the service category, number of hours, and hourly rate for each row.
• Formula: This is an element that allows the user to perform calculations on data using mathematical expressions. It can be used to calculate the total for each row by multiplying the number of hours with the hourly rate.
• Input Block: This is an element that allows the user to enter data using various input types, such as text, number, date, picklist, etc. It can be used to display the formula result for each row and the final price for the quote.

The elements that are not suitable for this scenario are:

• Multi-select: This is an element that allows the user to select multiple options from a list. It is not relevant for this scenario, as the user needs to enter data in each row, not select from predefined options.
• Step: This is an element that organizes the OmniScript into one or more pages. It is not relevant for this scenario, as it does not capture or display any data.

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

The two OmniScript features that the consultant should recommend are Response Action and Edit Block. A Response Action is an action that can save or submit data from an OmniScript to a Salesforce object or an external system. The consultant can use a Response Action to allow the user to add, edit, or delete dependents related to their policy via their Community portal. An Edit Block is an element that can display a list of records for the user to view, edit, or delete, using an OmniScript or an Integration Procedure. The consultant can use an Edit Block to display the dependents related to the policy, and allow the user to modify them

The OmniStudio tool that the consultant should recommend to generate the pre-filled PDF is DataRaptor. A DataRaptor is a tool that can read, transform, and write data from Salesforce objects or JSON objects. A DataRaptor Load can write data to a PDF template using a PDF mapping file, and generate a PDF document with the contact information pre-filled. The PDF document can be stored as an attachment or a content document in Salesforce

The most efficient approach that the consultant can recommend to the business to meet this requirement is to add a new Step element with Input elements. A Step element can group related fields and elements in an OmniScript, and display them in a page or a section. An Input element can display a field for the user to enter data, such as text, number, date, etc. The consultant can use a Step element to add a new page or section to the OmniScript, and then use Input elements to collect the additional customer information

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

The two FlexCard features that the consultant should recommend to address this issue are Flyout and Block elements. A Flyout is a pop-up window that can display additional information or actions for a FlexCard. The consultant can use a Flyout to show more details or options for each product without cluttering the main FlexCard. A Block element is a container that can group related fields and elements in a FlexCard. The consultant can use a Block element with the Collapse property enabled to allow the user to expand or collapse a section of the FlexCard, such as specific fields or actions

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 two features that the consultant should highlight to address IT’s concerns are Custom Styles and FlexCard Designer. Custom Styles are a feature that allows applying custom CSS properties to an OmniScript or a FlexCard element. Custom Styles do not require any coding skills, and can be easily configured using a graphical interface. FlexCard Designer is a tool that allows creating and editing FlexCards using a drag-and-drop interface. FlexCard Designer also does not require any coding skills, and can be used by anyone who has access to OmniStudio tools

 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 OmniStudio tool that can be used to invoke scheduled jobs is Integration Procedure. 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. An Integration Procedure can also be scheduled to run at a specific time or frequency using Apex Scheduler or Process Builder

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

 Calculation Procedures & Matrices are used to perform complex calculations based on input data and predefined rules. They are suitable for use cases that involve pricing, rating, scoring, or eligibility determination. Therefore, the use cases that should be implemented using Calculation Procedures & Matrices are:

• Use a house’s address, size, and age of the building to determine an insurance premium. (This involves rating based on multiple factors)
• Use location and past usage to determine the monthly cost for an energy product. (This involves pricing based on variable inputs)
• Use risk factors for an insured item to determine different insurance product options. (This involves scoring and eligibility based on criteria)

The use cases that should not be implemented using Calculation Procedures & Matrices are:

• Use rules to determine eligible insurance products based on a house’s address and age of the building. (This can be done using Business Rules Engine or OmniScript logic)
• Use the product color and capacity to determine the price of a product. (This can be done using simple formulas or lookup tables)

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 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