OmniStudio-Consultant Salesforce Certified OmniStudio Consultant Exam (WI25) Question and Answers

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

FlexCards (B) – FlexCards are the best choice because they are designed to display account-related information such as status, priority level, creation date, and company logo while also allowing the inclusion of actions (e.g., closing a case, opening a new case, creating a task).

FlexCards provide a user-friendly UI with clickable actions that can trigger OmniScripts or Integration Procedures to process user interactions.

A. Use OmniScripts – OmniScripts are for step-by-step guided interactions but are not primarily used for displaying static account information.

C. Use Integration Procedures – Integration Procedures fetch and transform data but do not provide a user interface. They can be used within FlexCards but are not the solution on their own.

D. Use Data Mappers – Salesforce does not have a native "Data Mappers" tool; data transformation is handled by DataRaptors or Integration Procedures.

Comprehensive and Detailed In-Depth Explanation:Why not the other options?? Salesforce OmniStudio Reference:

FlexCards Overview

Configuring Actions in FlexCards

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 pieces of data that the consultant should recommend displaying using FlexCards are: Policies including type, issue date, amount and Customer name, title, phone, email. A FlexCard is a tool that can display data and actions in a card format. The consultant can use FlexCards to show important and summary information about the customer and their policies, such as name, title, phone, email, type, issue date, and amount. These pieces of data are suitable for FlexCards because they are concise and relevant for the agents

A FlexCard retrieves data from a Salesforce object using a data source such as DataRaptor Extract, Integration Procedure, or a direct Salesforce Object Query.

The correct approach is to choose a data source that specifically retrieves data from the required Salesforce object (D).

This ensures relevant data is fetched efficiently while maintaining performance and scalability.

A. Speed of data retrieval is important, but it depends on caching, data structure, and optimization—not just the data source itself.

B. Retrieving the most data is not always efficient; performance and relevance of data are more important.

C. While record limits matter, the primary consideration is whether the data source can retrieve the needed data from the required object.

Comprehensive and Detailed In-Depth Explanation:Why not the other options?? Salesforce OmniStudio Reference:

FlexCards Data Source Options

Choosing the Right Data Source for FlexCards

 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 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 three input elements that can be recommended to improve usability and provide validation are Radio Group, Email, and Range. Radio Group allows the user to select one option from a list of values, which reduces typing and ensures valid input. Email validates that the input is a valid email address format. Range allows the user to select a numeric value within a specified range using a slider, which reduces typing and ensures valid input. Headline is not an input element, but a display element that shows text in large font size. Text Area is not suitable for this scenario, as it allows the user to enter multiple lines of text without validation.

The element that allows a user to retrieve data from a single field and display it in a dropdown list is Lookup. Lookup allows the user to search for a value from a Salesforce object or an external system and select it from a list of suggestions. Calculation Action is used to perform calculations on data. DataRaptor Extract Action is used to retrieve data from multiple fields or records. Select is used to display a list of predefined values.

 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 two FlexCard features that the consultant should recommend to meet this requirement are: Flyouts and Responsive property. 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 the list of past service dates for each product, without cluttering the main FlexCard. The Responsive property is a property that determines how a FlexCard adapts to different screen sizes and orientations. The consultant can enable the Responsive property to make the FlexCard display well on mobile devices, such as tablets or phones

 In OmniScript, pages or groups of fields can be controlled based on the choices made by the user by using the Conditional View property on a Step or Block element. A Conditional View property is a property that determines whether a Step or Block element is displayed or hidden based on certain criteria, such as data values or user roles. The consultant can use the Conditional View property to show or hide different pages or groups of fields in the OmniScript depending on the user’s input

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 OmniStudio tools that are needed to meet these requirements are: FlexCards, OmniStudio Actions, and OmniScript. A FlexCard is a tool that can display data and actions in a card format. The consultant can use a FlexCard to display the account information and icons for each action. 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 launch guided processes for frequent tasks, such as change of plan, new sale, or loyalty. An OmniScript is a tool that can design customer interactions using elements and actions. The consultant can use OmniScripts to create the guided processes for each task

The consultant should design the solution using OmniScripts and Integration Procedures to meet these requirements. An OmniScript is a tool that can design customer interactions using elements and actions. The consultant can use an OmniScript to create the guided process for the customers. 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 Integration Procedures to retrieve data from Salesforce as well as external systems, and store it in a JSON object for display or processing in the OmniScript

To improve the user experience, the consultant should use a Block Element with the Collapse property enabled and a Zone Template. A Block Element with the Collapse property enabled allows the user to expand or collapse a section of the FlexCard, which is useful for displaying a list of related records. A Zone Template allows the consultant to define the layout and style of the FlexCard, such as the number of columns, rows, and margins

 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 state that will be displayed at runtime if two of the states’ condition are true is the state with a true condition that has the highest priority. Priority is a field on the state object that determines the order in which states are evaluated when there are multiple states with true conditions. The lower the priority number, the higher the precedence. The position of the state on the canvas or the order of evaluation does not affect the state 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.

Rank (A) – The Expression Set with the highest rank is selected by the Calculation Engine when multiple active Expression Sets exist for the same date.

This ensures that the most relevant pricing rule is applied based on the company’s prioritization strategy.

B. Date modified – The modification date does not determine priority for execution.

C. Date created – The system does not use the creation date to prioritize which Expression Set to execute.

D. Sequence – Sequence applies within an Expression Set but does not control selection between multiple active Expression Sets.

Comprehensive and Detailed In-Depth Explanation:Why not the other options?? Salesforce OmniStudio Reference:

Expression Sets in Calculation Procedures

OmniStudio Calculation Engine Overview

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 OmniScript element that can be used to retrieve data from more than one source is Integration Procedure Action. An Integration Procedure Action can execute an Integration Procedure that can combine multiple DataRaptor actions, such as Extract, Transform, and Load, and also invoke REST or SOAP services. This way, the Integration Procedure Action can retrieve data from different sources, such as Salesforce objects or external systems, and store it in a JSON object for the OmniScript to display

 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 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

Decision Matrices and Expression Sets are used to perform calculations, apply conditional logic, and evaluate business rules in OmniStudio.

The primary benefit (A) is that they enable calculations on matrix lookups and variables.

Decision Matrices allow for defining complex rules based on multiple conditions (e.g., determining discount percentages based on customer type).

Expression Sets allow for calculations and formulas to process data dynamically.

B. Facilitate the creation of custom objects – Decision Matrices and Expression Sets do not create Salesforce objects; they only manipulate and evaluate data.

C. Allow for the creation of custom fields – Custom fields are created at the Salesforce object level, not via Decision Matrices or Expression Sets.

D. Enable the creation of custom code – OmniStudio is a low-code/no-code platform, meaning these tools are designed to replace the need for custom Apex or JavaScript.

Comprehensive and Detailed In-Depth Explanation:Why not the other options?? Salesforce OmniStudio Reference:

Decision Matrices Overview

Expression Sets in Calculation Procedures

Comprehensive and Detailed In-Depth Explanation:The question asks for two OmniScript components that are best suited to meet a "validation requirement." Since the specific validation requirement isn’t provided, I’ll assume a common scenario in OmniStudio: validating user input or data within an OmniScript to ensure it meets certain conditions (e.g., checking if a field value is within an acceptable range, matches a pattern, or satisfies a business rule). Based on official Salesforce OmniStudio documentation, the Calculation and Formula components are the most appropriate tools for implementing validation logic within an OmniScript.

Here’s why Calculation and Formula are the correct answers:

C. Calculation: The Calculation component (specifically, a Calculation Action) in OmniScript is used to perform operations on data, including validation logic. It allows you to execute calculations, manipulate data, and set conditions based on user inputs or retrieved data. For example, a Calculation Action can check if a numeric input exceeds a threshold (e.g., Quantity > 100) or if a text field matches a required format. It can then set a flag (e.g., isValid = true/false) that can be used to control the OmniScript flow—such as displaying an error or blocking navigation. Calculation Actions are highly versatile because they support OmniScript’s JSON data structure and can integrate with external data sources via DataRaptors or Integration Procedures. According to the OmniStudio documentation, Calculation Actions are ideal for complex validations requiring multiple steps or data transformations.

D. Formula: The Formula component is a lightweight, inline element in OmniScript used to evaluate expressions and perform simple validations directly within the script. It leverages OmniScript’s formula syntax (similar to Salesforce formulas) to compute values or check conditions. For instance, a Formula can validate that a date input is not in the past (e.g., TODAY() <= InputDate) or that a text field contains a specific substring. Unlike Calculation Actions, Formulas are embedded within a specific field or step and are best for straightforward, single-expression validations. The result of a Formula can be used to show/hide elements, set field values, or trigger other actions, making it a key tool for real-time validation.

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

A. Messaging: The Messaging component in OmniScript is designed to display informational, warning, or error messages to the user based on predefined conditions or data. While it can communicate the result of a validation (e.g., “Please enter a valid phone number”), it does not perform the validation itself. It is a presentation tool, not a validation mechanism. For example, you might use a Formula to check if a field is empty and then use Messaging to display an error, but Messaging alone cannot enforce or evaluate the validation requirement.

B. Alert: The Alert component is similar to Messaging in that it displays notifications or prompts to the user, often with more prominence (e.g., a pop-up). It’s useful for alerting users about validation failures (e.g., “Input exceeds maximum allowed value”), but it does not contain logic to perform the validation. Like Messaging, it relies on other components (e.g., Calculation or Formula) to determine whether an alert should be shown.

Why Calculation and Formula Together?

In practice, Calculation and Formula complement each other for validation requirements:

Use Formula for simple, field-level validations that need immediate feedback (e.g., checking if an email contains “@”).

Use Calculation for multi-step or complex validations that involve multiple fields, external data, or conditional logic (e.g., validating a combination of inputs against a business rule).Together, they provide a robust framework to enforce validation within an OmniScript, ensuring data integrity before submission or progression.

Example Scenario:

Suppose the validation requirement is to ensure a user-entered “Discount Percentage” is between 0 and 50:

A Formula could be added to the Discount field: AND(Discount >= 0, Discount <= 50), setting a Boolean flag (isDiscountValid).

A Calculation Action could then check isDiscountValid and, if false, update a variable to trigger an error message or block the Next button.

This combination ensures both the validation logic and its enforcement are handled effectively.

References:

Salesforce OmniStudio Documentation: OmniScript Actions – Describes Calculation Action for data manipulation and validation.

Salesforce OmniStudio Developer Guide: Formula Element – Details how Formulas evaluate conditions and support validation.

Salesforce Help: OmniScript Designer – Explains Messaging and Alert as display tools, not validation components.

 The FlexCard feature that the consultant should recommend to meet this requirement is a Datatable element with the Group By property. A Datatable element is an element that can display data in a tabular format, with columns and rows. The consultant can use a Datatable element to display the cases for an account, with columns for case status, case number, subject, etc. The Group By property is a property that allows grouping data by one or more fields, such as case status. The consultant can use the Group By property to organize the cases by case status, so that Escalated cases appear first, followed by Active and Closed cases

 The purpose of the Messaging element in OmniScript is to display a warning to users based on logical conditions. A Messaging element can show a message with an icon and a color, such as red for error or green for success. The message can be configured to appear or disappear based on certain criteria, such as field values or user actions

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 three functions that are performed by Action elements in OmniScript are get and update data through APIs, send DocuSign emails for signature, and get and update data in Salesforce. Action elements are used to perform various operations on data within an OmniScript. Display error messages to the user is not a function of Action elements, but of Error elements. Organize data into multiple pages is not a function of Action elements, but of Page elements.

 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

Below are the formatted questions with 100% verified answers based on official Salesforce OmniStudio documentation, including comprehensive explanations and references.

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 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

Define the script in the OmniScript Designer (D) – The first step in creating an OmniScript is to define it in the OmniScript Designer, where the consultant:

Outlines the flow of the script (steps, inputs, actions).

Adds UI elements (text fields, picklists, buttons).

Configures integration points (DataRaptors, Integration Procedures).

A. Create a new Salesforce application for the script – This is not required to build an OmniScript. OmniScripts can be deployed within existing Salesforce applications.

B. Deploy the script within a Salesforce application – Deployment happens after the script is built and tested, not as the first step.

C. Test the script on multiple channels and devices – Testing is an important step after building and configuring the script.

Comprehensive and Detailed In-Depth Explanation:Why not the other options?? Salesforce OmniStudio Reference:

OmniScript Designer Guide

Creating OmniScripts

The type of state that the consultant should recommend to allow users to create a new case from the canvas is New Card State. A New Card State is a state that allows creating new records in a FlexCard using an OmniScript or an Integration Procedure. The consultant can use a New Card State to enable users to create a new case from the canvas, by invoking an OmniScript or an Integration Procedure that writes data to the Case object in Salesforce.

 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

When designing OmniScripts, the best practices that should be followed to increase user adoption are:

Prefill data for users when possible (This reduces user effort and improves data quality)

Divide complex processes into sections (This makes the script more manageable and user-friendly)

Provide user help text (This guides the user through the script and clarifies any doubts)

The best practices that should not be followed to increase user adoption are:

Replicate existing processes as-is (This may not leverage the full potential of OmniStudio and may not address the pain points of the users)

Provide keystroke commands for data entry (This may not be intuitive or accessible for all users and may require additional training)

The three tools that should be used in the solution are DataRaptor Turbo Extract, Integration Procedure, and DataRaptor Load. DataRaptor Turbo Extract can be used to retrieve all open cases that have a case type of “network issue” from Salesforce in batch mode. Integration Procedure can be used to orchestrate the data flow between Salesforce and the back-office system, as well as trigger an email to the supervisor after the cases have been submitted. DataRaptor Load can be used to write data to the back-office system using REST or SOAP APIs. OmniScript is not needed for this scenario, as there is no user interface involved. FlexCard is not relevant for this scenario, as it is used to display contextual data on record pages.