Omnistudio Consultant Flashcards
What can a DataRaptor Extract do?
a. Create data in multiple related objects
b. Extract data from a spreadsheet
c. Retrieve data from multiple related objects
d. Load data from external sources
Retrieve data from multiple related objects
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
A health provider company is building a new application for its medical officers. The company wants to display medical test reports for patients. Medical test reports is acustom 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. OmnlScript with multiple Step elements
d. Single FlexCard with multiple actions
Single FlexCard with multiple actions
Para diseñar una solución que muestre los informes de pruebas médicas de los pacientes y permita a los usuarios tomar acciones específicas (Aprobar, Imprimir para revisión y Enviar para retesteo), es importante elegir una herramienta que pueda:
- Mostrar una lista de informes de pruebas médicas.
- Incluir múltiples acciones contextuales directamente desde la lista.
Análisis de Opciones:
-
Salesforce list view with custom buttons/links:
- Descripción: Las vistas de lista en Salesforce pueden mostrar registros con botones o enlaces personalizados.
- Relevancia: Aunque las vistas de lista permiten mostrar registros y añadir botones personalizados, no son tan flexibles ni personalizables como FlexCards para acciones contextuales específicas.
-
Multiple FlexCards with single action:
- Descripción: Varias FlexCards cada una con una sola acción.
- Relevancia: Esto sería redundante y menos eficiente. Cada informe de prueba médica necesitaría una FlexCard separada, lo cual no es práctico ni escalable.
-
OmniScript with multiple Step elements:
- Descripción: OmniScript puede guiar a los usuarios a través de un proceso en múltiples pasos.
- Relevancia: Aunque OmniScript es potente para flujos interactivos, no es ideal para mostrar una lista de registros con múltiples acciones contextuales directamente disponibles.
-
Single FlexCard with multiple actions:
- Descripción: Una sola FlexCard que muestra la lista de informes de pruebas médicas, cada uno con múltiples acciones disponibles (Aprobar, Imprimir para revisión, Enviar para retesteo).
- Relevancia: Esta es la opción más adecuada, ya que FlexCards son ideales para mostrar datos de manera contextual y permitir acciones directamente desde la tarjeta.
Conclusión:
La opción más adecuada para cumplir con los requisitos de mostrar los informes de pruebas médicas y permitir múltiples acciones contextuales es:
- D. Single FlexCard with multiple actions
Las FlexCards permiten mostrar información de manera clara y estructurada, y pueden incluir múltiples acciones que los usuarios pueden ejecutar directamente desde la tarjeta, proporcionando una solución eficiente y escalable para los informes de pruebas médicas.
Por lo tanto, la respuesta correcta es:
- D. Single FlexCard with multiple actions
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
Links or images
Text formatting
Table formatting
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
In which two cases should an integration procedure be used as a data source for FlexCards and OmniScripts,
Choose 2 answers
Options:
a. To achieve elastic scaling
b. To retrieve multiple data sources in a single response
c. To minimize the number of elements to be configured
d. To separate the user interface from changes in thedata sources
To retrieve multiple data sources in a single response
To separate the user interface from changes in thedata sources
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.
(deprecado)
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?
Options:
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.
It generates sample input and output JSON that can be easily used to build DataRaptors.
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
Eachstep 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
Options:
a. Replace the DataRaptor Extracts with DataRaptor Turbo Extracts
b. Add Limit filter in DataRaptor Extract
c. Combine the DataRaptors into an Integration Procedure
d. Add Order By filter in DataRaptor Extract
Replace the DataRaptor Extracts with DataRaptor Turbo Extracts
Combine the DataRaptors into an Integration Procedure
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
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 system the last 5 months in the case description.
In what order should the consultant design the elements of the OmniScript to meet these requirements?
Options:
a. Radio Input, Date Input, HTTP Action, DataRaptor Post Action
b. Date Input, Radio Input, HTTP Action, DataRaptor Post Action
c. HTTP Action, DataRaptor Post Action, Date Input, Radio Input
d. HTTP Action, Radio Input, Date Input, DataRaptor Post Action
Radio Input, Date Input, HTTP Action, DataRaptor Post Action
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 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?
Options:
a. Pass the 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.
Create a specific OmniScript for each business process.
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
An Insurance agency wants to enable its call center agents to be more efficient when handling customer inqul…. 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 OmniScrlpts elements should be used to meet the requirements?
Choose 3 answers
a. DataRaptor Extract Action
b. Email Action
c. DataRaptor Post Action
d. Messaging Element
e. Calculation Action
DataRaptor Extract Action
Email Action
Calculation Action
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
In an Integration Procedure, what group element will control whether an individual action executes?
Options:
a. Conditional Block
b. Cache Block
c. Try-Catch Block
d. Loop Block
Conditional Block
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.
A company has a process that requires a birthday validation. At the beginning of the process, the user is asked to input their birthday. If the user is less than 18 years old. then the process should display an error stating that the age cannot be less than 18. The process should restrict users from continuing. If the user is 18 or older, then the process should proceed without any error message. Which two OmniScript features should the consultant recommend to meet this validation requirement? Choose 2 answers
A. Calculation
B. Messaging
C. Alert
D. Formula
Messaging
Formula
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
Options:
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.
They future-proof your front-end design.
They combine multiple actions into a single server call.
Entiendo la confusión. Vamos a reconsiderar cuidadosamente las opciones dadas y la explicación adicional que has proporcionado.
Revisión de Opciones:
-
They future-proof your front-end design:
- Descripción: Las Integration Procedures pueden abstraer la fuente de datos del diseño del front-end, lo que facilita cambiar o actualizar la fuente de datos sin afectar la FlexCard o el OmniScript.
- Relevancia: Esto es crucial para la flexibilidad y la capacidad de adaptación futura del sistema.
- Conclusión: Recomendado.
-
They can retrieve Salesforce data from multiple objects faster:
- Descripción: Aunque las Integration Procedures pueden mejorar el rendimiento, la rapidez no es la razón principal destacada en la explicación adicional que proporcionaste.
- Conclusión: No es la razón principal según la nueva información.
-
They combine multiple actions into a single server call:
- Descripción: Las Integration Procedures pueden ejecutar múltiples acciones de DataRaptor, como Extract, Transform y Load, e invocar servicios REST o SOAP en una sola llamada, reduciendo el número de solicitudes y el tiempo de procesamiento.
- Relevancia: Esto mejora significativamente el rendimiento y la eficiencia.
- Conclusión: Recomendado.
-
They enable better usability in digital interactions:
- Descripción: Aunque las Integration Procedures pueden contribuir a una mejor usabilidad mediante la optimización del rendimiento, esta no es una razón directa o principal para preferirlas.
- Conclusión: No es la razón principal.
Conclusión Final:
Tomando en cuenta la información adicional que proporcionaste, las razones más destacadas para preferir las Integration Procedures como fuentes de datos para FlexCards y OmniScripts son:
- A. They future-proof your front-end design: Proporcionan flexibilidad y adaptabilidad futura.
- C. They combine multiple actions into a single server call: Mejoran el rendimiento y la eficiencia al reducir el número de solicitudes.
Por lo tanto, las respuestas correctas, basadas en la explicación adicional, son:
- A. They future-proof your front-end design
- C. They combine multiple actions into a single server call
Estas razones explican adecuadamente por qué las Integration Procedures son recomendadas como la primera opción de fuentes de datos para FlexCards y OmniScripts.
A company wants to create a new customer buying journey for their website. The buying journey should include the following functionality:
- Allow the user to enter contact and address information
- Require the user to enter age, gender, and optionally income bracket
- Compute a discount percentage per product based on the customer data provided
- Save the list of suggested products including discounts
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements7
Choose 3 answers
Options:
a. OmniScript
b. Integration Procedures
c. Calculation Procedures and Matrices
d. FlexCard
e. OmniStudio Action
OmniScript
Calculation Procedures and Matrices
OmniStudio Action
(deprecado)
TODO: Preg chat gpt
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.
Which two functions can be performed by DataRaptors?
Choose 2 answers
Options:
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
Transform data
Read and write data to Salesforce
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.
An auto insurance company has different rates for each state in the country. The company needs to manage the rates separately, but the formula to calculate the premiums is the same. All the input and output are the same; only the values in the rating tables differ.
Which OmniStudio tool should the consultant recommend to meet this requirement?
Options:
a. DataRaptor Transform with an interface Map
b. Aggregation Steps in a Calculation Procedure
c. Class-based Calculation Procedure
d. Grouped Calculation Matrix
Grouped Calculation Matrix
(deprecado)
TODO: poner explicacion chat gpt
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
What is the purpose of Step elements in OmniScript?
Options:
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
Organizes the script into one or more pages
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.
A company uses calculation procedures to determine product pricing. Due to the company’s pricing schedules, there is always more than one calculation procedure active at one time for a given date.
In this scenario, how will the calculation engine select which calculation procedure to run?
Options:
A. Date modified
B. Priority
C. Sequence
D. Date created
Priority
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.
A business wants to create a FlexCard for mobile plans to add to their Customer 360° console application. The FlexCard needs to include the following actions:
- Start a process to retrieve plan consumption data
- Create a new case
- Open a promotions web page
- Change the SIM card
which combination should the consultant use in designing the solution?
Options:
a. Custom Event and Redirect URL
b. OmniScript and Navigate
c. Event, Navigate and Card
d. Flyout and OmniScript
OmniScript and Navigate
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
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?
Options:
a. 2
b. 6
c. 5
d. 1
6
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
When a customer wants to buy a new device, a discounted rate can be applied after considering the number lines and internet coverageon their current plan.
Which OmniStudio tool could a consultant recommend to get the discounted rate?
Options:
a. DataRaptor Turbo
b. OmniStudio Action
c. Calculation Matrices
d. DataRaptor Transform
(deprecado)
Calculation Matrices
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
A consultant Is designing a solution for a client using Omnistudio. The client wants to display data and launch actions from their Salesforce org.
Which OmniStudio tool should the consultant use to meet this requirement?
Options:
a. DataRaptors
b. FlexCards
c. OmniScripts
d. Integration Procedures
FlexCards
TODO: Agregar en resumen
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
o Pay bill
o Review usage
o Cancel service
- Status = Suspended
o Pay bill
o Reconnect service
o Cancel service
- Status = Pending installation
o Set up billing
o Schedule installation
o Cancel installation
- Status = Canceled
o Reconnect service o Cancel service
- Status = Pending installation
o Set up billing
o Scheduleinstallation
o Cancel installation
- Status = Canceled
o Pay bill
o Disconnect service
o Reconnect service
Which two FlexCard features should the consultant use to meet these requirements?
Choose 2 answers
Options:
a. States
b. OmniStudio Action
c. Custom Style
d. Flyout
States
OmniStudio Action
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
(deprecado)
A company needs to create a quoting process for its internal agents. During quoting, the agent selects a product and specifies the grade (A, B. C, D. E) and the size (Small Medium, Large, X-large). The process should look up the unit price using the product code, the grade, size, and then multiplies the unit price by a discount factor.
Which two OmniStudio tools should the consultant recommend to meet these requirements?
Choose 2 answers
Options:
a. Calculation Matrix
b. DataRaptor Transform
c. DataRaptor Extract
d. Calculation Procedure
Calculation Matrix
DataRaptor Extract
TODO: Agregar explicacion chat gpt
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
A client wants to create an OmniScript to capture customer satisfaction. The process requires the following actions:
- Present the user with a customer satisfaction question that allows them to select one option from a 1-5 satisfaction rating.
- Create a case for an account team member to follow up.
- Email a summary message to the user.
Which OmniScript elements should the consultant recommend to meet these requirements’
Options:
a. Radio Group, Remote Action, and Messaging Action
b. Multi-Select, Remote Action, and Email Action
c. Radio Group, DataRaptor Post Action, and Email Action
d. Edit Block, DataRaptor Post Action, and Messaging Action
Radio Group, DataRaptor Post Action, and Email Action
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
What is the purpose of a DataRaptor Load?
Options:
a. Write data to Salesforce objects
b. Post data to Salesforce APIs
c. Load data to an Interface object
d. Send data to a PDF template
Write data to Salesforce objects
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
A customer needs to create an OmniScript to capture payment Information. In the first step of the process, it 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
Options:
a. DataRaptor Transform Action
b. Select
c. DataRaptor Extract Action
d. Radio
e. DataRaptor Post Action
Select
DR Extract Action
DataRaptor Post Action
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
TODO: Agregar a resumen
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 will access to more than 25 processes. Recently, a new project was started to build a 360° view using FlexCards to replace the legacy application.
In this scenario, which three FlexCard features should the consultant recommend?
Choose 3 answers
Options:
a. Actions
b. Custom Styles
c. Menu elements
d. Data tables
e. Newport Design System
Actions
Custom Styles
Data tables
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.
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Para responder adecuadamente a esta pregunta, es crucial considerar las características específicas que se necesitan para reemplazar la aplicación heredada con FlexCards, teniendo en cuenta la necesidad de mantener el esquema de colores y las fuentes de la compañía, así como proporcionar acceso a más de 25 procesos.
Requisitos Clave:
1. Acceso a procesos: FlexCards deben permitir la ejecución de diversas acciones y procesos.
2. Estilo personalizado: Mantener el esquema de colores y fuentes de la compañía.
3. Estructuración de datos: Mostrar información de manera estructurada y fácil de interpretar.
Análisis de Opciones:
-
Actions:
- Descripción: Botones o enlaces que pueden lanzar OmniScripts, DataRaptors u otros procesos desde la FlexCard.
- Relevancia: Fundamental para proporcionar acceso a los más de 25 procesos mencionados.
- Conclusión: Recomendado.
-
Custom Styles:
- Descripción: Clases CSS que pueden aplicarse a los elementos de la FlexCard para coincidir con el esquema de colores y fuentes de la compañía.
- Relevancia: Permite mantener la consistencia y la identidad de marca en la interfaz de usuario.
- Conclusión: Recomendado.
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Menu Elements:
- Descripción: Elementos que pueden mostrar una lista de opciones o submenús en la FlexCard.
- Relevancia: No directamente necesario para proporcionar acceso a procesos, pero útil para estructurar opciones.
- Conclusión: Puede ser útil, pero no necesariamente prioritario.
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Data Tables:
- Descripción: Elementos que pueden mostrar datos tabulares de una o más fuentes de datos en la FlexCard.
- Relevancia: Útil para mostrar información de manera estructurada y fácil de interpretar.
- Conclusión: Recomendado.
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Newport Design System:
- Descripción: Sistema de diseño con un conjunto de estilos y componentes predefinidos para aplicaciones OmniStudio.
- Relevancia: Puede no coincidir con el esquema de colores y fuentes de la compañía y requiere personalización adicional.
- Conclusión: No es la mejor opción para este escenario específico.
Conclusión:
Las características que el consultor debe recomendar para reemplazar la aplicación heredada con FlexCards, asegurando que los usuarios tengan acceso a los procesos y manteniendo la consistencia de la marca son:
- A. Actions: Permitir acceso a los procesos.
- B. Custom Styles: Mantener la consistencia visual de la marca.
- D. Data Tables: Mostrar información de manera estructurada.
Por lo tanto, la respuesta correcta es:
- A. Actions
- B. Custom Styles
- D. Data Tables
Estas características asegurarán que la FlexCard cumpla con los requisitos de la empresa para mostrar información de manera contextual y proporcionar acceso a los procesos necesarios, todo mientras mantiene la identidad visual de la marca.
TODO: Agregar a resumen
A consultant needs to design an OmniScript to capture the following information:
- Select one payment method from a list of options
- Enter the address information with autocomplete
- Enter a phone number
Which OmniScript elements should be used to capture this information?
Options:
a. Radio, TypeAhead, and Telephone
b. Multi-Select. Address, and Telephone
c. Checkbox, Geolocation, and Number
d. Select, TypeAhead, and Number
Radio, TypeAhead, and Telephone
Radio: This element is used when you want the user to select only one option from a list, which is the case for selecting a payment method.
TypeAhead: This element provides autocomplete functionality, which is suitable for entering address information.
Telephone: This element is specifically designed to capture phone numbers. It can also include features like format validation.
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Para determinar la respuesta correcta, es importante analizar cada elemento de OmniScript en el contexto de los requisitos específicos: seleccionar un método de pago, introducir una dirección con autocompletado y capturar un número de teléfono.
Requisitos y Análisis de Opciones:
-
Select one payment method from a list of options:
- Radio: Adecuado para seleccionar una opción de una lista.
- Select: También adecuado para seleccionar una opción de una lista desplegable.
-
Enter the address information with autocomplete:
- TypeAhead: Proporciona sugerencias de autocompletado para campos de dirección.
- Address: Aunque puede capturar direcciones, no necesariamente incluye funcionalidades de autocompletado, dependiendo de la implementación.
-
Enter a phone number:
- Telephone: Específicamente diseñado para capturar números de teléfono con validación de formato.
- Number: Aunque puede capturar números, no es específico para números de teléfono y puede no proporcionar validación de formato adecuada.
Opciones Analizadas:
-
Radio, TypeAhead, and Telephone:
- Radio: Adecuado para seleccionar un método de pago.
- TypeAhead: Proporciona autocompletado para dirección.
- Telephone: Específico para números de teléfono con validación de formato.
- Conclusión: Esta combinación satisface todos los requisitos de manera específica y adecuada.
-
Multi-Select, Address, and Telephone:
- Multi-Select: No es adecuado para seleccionar una sola opción.
- Address: Puede no incluir autocompletado.
- Telephone: Adecuado para números de teléfono.
- Conclusión: No satisface el requisito de seleccionar una sola opción ni el autocompletado.
-
Checkbox, Geolocation, and Number:
- Checkbox: No es adecuado para seleccionar una sola opción.
- Geolocation: No es un elemento de OmniScript estándar.
- Number: No es específico para números de teléfono.
- Conclusión: No satisface varios de los requisitos.
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Select, TypeAhead, and Number:
- Select: Adecuado para seleccionar un método de pago.
- TypeAhead: Proporciona autocompletado para dirección.
- Number: No es específico para números de teléfono.
- Conclusión: Satisface la mayoría de los requisitos, pero “Number” no es tan adecuado como “Telephone” para capturar números de teléfono.
Conclusión Final:
La opción “Radio, TypeAhead, and Telephone” proporciona los elementos más adecuados y específicos para capturar la información requerida:
- Radio para seleccionar un método de pago.
- TypeAhead para autocompletado de dirección.
- Telephone para capturar números de teléfono con validación de formato.
Por lo tanto, la respuesta correcta es:
- A. Radio, TypeAhead, and Telephone
Esta combinación asegura que cada requisito se cumpla de manera efectiva y apropiada.
TODO: Agregar a resumen
A company wants to create a new digital interaction process that allows customers to request a quote for service from a local retail energy supplier. The process requires the following actions:
- Allow the user to select one or more energy products from a list
- Get current energy usage data from an external system via an API
- Save the data back to Salesforce as a lead
Which three OmniScript elements should the consultant recommend to meet these requirements?
Choose 3 answers
Options:
a. DataRaptor Post Action
b. Multi-select Input
c. Post to Object Action
d. Radio Input
e. HTTP Action
DataRaptor Post Action
Multi-select Input
HTTP Action
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
TODO: Agregar a resumen
Which OmniStudio tool creates a Chatter post and sends to a Chatter feed?
Options:
a. DataRaptor Load
b. Integration Procedure
c. Calculation Procedure
d. FlexCards
Integration Procedure
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
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?
Options:
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.
Create a reusable OmniScript to update address information.
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.
A company has designed a process that extracts a large amount of data from a Salesforce object. Due to the volume of data that will be retrieved, it is important that Governor limits are not exceeded.
What solution should the consultant recommend?
Options:
a. DataRaptor Extract with Chaining
b. DataRaptor Turbo Extract
c. Calculation Procedure and DataRaptor Turbo Extract
d. Integration Procedure and DataRaptor Turbo Extract
DataRaptor Turbo Extract
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.
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. Create a specific OmniScript for each business process.
B. Add more conditional views to branch the OmniScript into logical sections.
C. Pass the process type as an input
parameter.
D. Add more Step elements to create shorter pages.
Create a specific OmniScript for each business process.
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
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?
Options:
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
Allows multiple data sources to be used
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
Which OmniStudio tool can be used to invoke scheduled jobs?
Options:
A. Integration Procedure
B. DataRaptor Extract
C. DataRaptor Load
D. Calculation Procedure
Integration Procedure
TODO: Agregar a resumen
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
A company has an OmniScript that allows agents to schedule service calls. The first step displays the account name, primary contact name, and telephone number to the user for confirmation. On the second step, it displays available appointment slots, which are retrieved from an external service in XML and then transformed into JSON. The following actions are currently used in the OmniScript:
- DataRaptor Extract Action
- HTTP Action
- DataRaptor Transform Action
Following best practices, what can the consultant recommend to reduce processing time?
Options:
A. Combine these actions into an Integration Procedure
B. Change DataRaptors to extract single objects
C. Add conditional views to the OmniScript
D. Add reusable OmniScripts for each step
Combine these actions into an Integration Procedure
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
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, V consultant notices that the FlexCard is overloaded with actions.
What FlexCard design solution should the consultant recommend?
Options:
A. Add a menue element and include all the actions
B. Create a new contact FlexCard for the new actions
C. Add a flyout to the existing FlexCard
D. Use a block element to add these new actions
Add a menue element and include all the actions
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
An insurance company wants to create an OmniScript that allows the user to review and change account number 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
Options:
A. Number
B. Text Area
C. Telephone
D. Line Break
E. Text
Telephone
Line Break
Text
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
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 view 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
Options:
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
Use a flyout action to display additional information
Put specific fields in a collapsible block
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
When a call center agent interacts with a customer, the agent must have all of the customer’s related information available for a quick response. The business requires the agent to have access to:
- A view with information about a customer account
- A list of contacts and cases associated with the account
- All information should be on one screen
What OmnlStudio tool should be used to meet this requirement?
Options:
A. Customer IntellView
B. Lightning Record Page
C. OmniScript
D. FlexCards
FlexCards
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
A business has a requirement to display an account and all of the associated contacts on a page. The number of contacts will vary for each account. For each contact, the page should display first name, last name, email, at phone number with options to edit the contact information or send a message. The primary contact for an a should be highlighted with a blue border.
Which two FlexCards features should the consultant recommend to meet these requirements?
Choose 2 answers
Options:
A. Data table
B. Flyouts
C. States
D. Repeat Block
Data table
Repeat Block
The two FlexCard features that the consultant should recommend to meet these requirements are Datatable and Repeat Block. A Datatable element can display a list of records in a tabular format, with columns for each field and rows for each record. The consultant can use a Datatable element to display the contacts for an account, with options to edit or send a message. A Repeat Block element is a container that can display multiple instances of a FlexCard based on a data source. The consultant can use a Repeat Block element to display a FlexCard for each contact, and use a condition to apply a blue border for the primary contact
which two of the following use cases are best solved using Calculation Procedures & Matrices?
Choose 2 answers
Options:
A. To apply the correct factor when determining a cost
B. To return output that is calculated differently based on the date
C. To determine the list of products to display to a customer
D. To retrieve text data and convert it to an integer
To apply the correct factor when determining a cost
To return output that is calculated differently based on the date
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
company needs to create an OmniScript with three steps.
- Step 1
- Step 2
- Step 3
Enter customer details
Select a product
Display a price retrieved from a REST API
The product’s price should automatically display in Step 3.
What should the consultant add to the design of the OmniScript to meet these requirements?
Options:
A. DataRaptor 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
Integration Procedure Action inside Step 3
The consultant should add an Integration Procedure Action inside Step 3 to meet the requirements. An Integration Procedure Action can execute an Integration Procedure that invokes a REST API and retrieves the product price. The Integration Procedure Action can be configured to run automatically when Step 3 is loaded, and display the price in a field or label element
A business wants to display customer 360° information in a console for their call center agents. The customer information will come from a variety of sources, and the information should be grouped together logically. The agents will need to take different actions depending on the context of each group of information.
Which tool should a consultant recommend to meet this requirement?
Options:
A. Omniscript
B. Lightning web components
C. Visualforce Page
D. FlexCards
Lightning web components
TODO: Entender mas y ver cuál es la respuesta correcta en internet, chat gpt me da otra respuesta
Explanation:
The tool that the consultant should recommend to meet this requirement is Lightning web components. Lightning web components are custom HTML elements built using HTML and modern JavaScript. They can be used to create rich and interactive user interfaces that display data from various sources and allow users to take actions. In this case, a Lightning web component can be used to display customer 360° information in a console using FlexCards, OmniScripts, or other components. Omniscript is not a tool, but a type of component that can be used to create guided interactions. Visualforce Page is not suitable for this requirement, as it is a legacy technology that uses server-side rendering and does not support modern web standards. FlexCards are not a tool, but a type of component that can be used to display contextual data on record pages.
Anotación de otro:
Lightning web components
- Comes from a variety of sources
- Different actions depending on the context of each group of information
