OmniStudio Consultant Flashcards
What do the following describe?
1) Technologies that work only on specific channels.
2) Constantly evolving products and promotions.
3) High and volatile volumes of transactions.
4) Complex rules and usability obstacles.
5) Disparate legacy systems.
Five (5) challenges IT organizations often struggle to overcome.
What are the three (3) “Layers” offered as a part of OmniStudio?
1) Digital Experience
2) Service Management
3) Developer Experience
Cards that display contextual information and actions in an at-a-glance format for customer account data.
OmniStudio FlexCards
A guided path to complete a business process. A “Guided User Experience”.
OmniScripts
Configurable services for retrieving, transforming, and updating data.
OmniStudio DataRaptors
Declarative, server-side processes that execute multiple actions in a single server call.
OmniStudio Integration Procedures
Command-line automation tool that packages and migrates OmniStudio Datapacks in a source-control-friendly format.
IDX Build Tool
Desktop application that enables developers to migrate Datapacks and Salesforce metadata from one org to another or from an org to a Git repository.
IDX Workbench
OmniStudio: A) Offers tools only for customers in the Health Industry. B) Drives digital engagement. C) Provides guided user experiences. D) A and B E) B and C
E
Which OmniStudio layer features OmniScripts?
A) Digital Experience
B) Data Experience
C) Developer Experience
D) Desktop Experience
A
What are two (2) main components of the “Digital Experience” layer?
1) FlexCards
2) OmniScripts
What are two (2) components of the “Service Management” layer?
1) Integration Procedures
2) DataRaptors
What are two (2) components of the “Developer Experience” layer?
1) IDX Build Tool
2) IDX Workbench
The Digital Experience layer includes which of the following?
A) FlexCards B) FlexScripts C) OmniCards D) A and B E) A and C
A
Which of the following components helps you complete a business process?
A) FlexCards
B) FlexScripts
C) OmniCards
D) OmniScripts
D
A type of DataRaptor that, gets data from a single Salesforce Object.
DataRaptor Turbo Extract
A type of DataRaptor that, gets data from one or more Salesforce objects.
DataRaptor Extract
A type of DataRaptor that, saves data to one or more Salesforce objects.
DataRaptor Load
A type of DataRaptor that, manipulates any data that comes from inside or outside Salesforce.
DataRaptor Transform
What are the four (4) types of DataRaptors?
1) DataRaptor Turbo Extract
2) DataRaptor Extract
3) DataRaptor Load
4) DataRaptor Transform
The Service Management layer includes services for:
A) Reading data B) Writing data C) Nothing D) A and B E) A and C
D
Which component of the Service Management layer executes multiple actions in a single server call?
A) DataRaptor Extract B) Integration Procedure C) Calculation Procedure D) DataRaptor Load E) DataRaptor Transform
B
What do FlexCards display?
A) Digital content on proprietary folding screens.
B) Contextual information and actions for customer account data.
C) Customer feedback flagged for further internal review.
D) Shifts worked by employees allowed to choose their own start and stop times.
B
TRUE or FALSE: You can embed a FlexCard Lightning web component inside an OmniScript.
TRUE
How do you access any OmniStudio component designer? i.e. How do you access the FlexCard Designer in SalesForce?
From the App Launcher.
Where you view metadata (e.g. Author, Version, Status) and perform actions (e.g. toggle between Design and Preview views) related to your FlexCard.
FlexCard Header
Where you configure a FlexCard element’s properties. For example, when you select a Field element, update the label, choose the data field value to display, and select the field type.
FlexCard Properties Panel
This FlexCard panel has settings for configuring backgrounds, sizes, borders, padding, margins, height, fonts, and responsiveness in real time.
NOTE: for custom designs, you can create and apply custom CSS.
FlexCard Style Panel
FlexCard panel where you can:
- Update your Data Source.
- Apply custom permissions to limit access to your
FlexCard.
- Track Custom Data on elements with tracking
enabled.
- Enable Multi-Language Support, set Session
Variables, and create Event Listeners.
FlexCard Setup Panel
A special type of variable that allows us to store values from data sources or external systems and access them globally on a FlexCard
Session Variable
A function that ‘listens’ or waits for an event to occur and performs an action in response.
Event Listener
TRUE or FALSE: You can select options in the viewport dropdown menu to preview how a FlexCard appears on different devices.
TRUE
TRUE or FALSE: You can add Test Parameters to preview your FlexCard with different parameters (e.g. record Ids and pagination limits).
TRUE
TRUE or FALSE: FlexCards do not need to be activated.
FALSE
Metadata is found on which component in the FlexCard Designer? A) Header B) Canvas C) Style panel D) Setup panel E) Tooltips
A
How can you test what a FlexCard looks like on different devices?
A) By looking at it after it has been published.
B) With the in-produce help feature.
C) By downloading a third-party app.
D) With the viewport dropdown menu.
D
TRUE or FALSE: FlexCards need to be activated AND published for end-users to see them.
TRUE
What are the four (4) steps the Data Source Wizards takes you through when creating a FlexCard?
1) Define the FlexCard.
2) Select the data source type.
3) Select the data source.
4) Configure the data source inputs.
Which of the below steps in the FlexCard Data Source Wizard process allows you to configure basic settings such as the name, title, author, description, or theme of the FlexCard?
NOTE: You can also set this FlexCard as a child card so it can be embedded in other FlexCards.
A) Define the FlexCard.
B) Select the data source type.
C) Select the data source.
D) Configure the data source inputs.
A
TRUE or FALSE: You should use Camel or Pascal Case and avoid two consecutive underscores when naming Vlocity components.
TRUE
e.g. ‘teamAccount’ or ‘team_account’ are acceptable names.
What are the two (2) style themes for FlexCards and OmniScripts?
1) Lightning Design System (SLDS)
2) Newport Design System (NDS)
A CSS framework for designers and web developers to easily restyle all OmniStudio components in a single place (Static Resource).
Newport Design System (NDS)
What themes can be used when designing FlexCards? A) Camel and Pascal B) Lightning and Newport C) DataRaptor and Integration D) Apex REST and SOQL
B
When configuring data source inputs, what happens when you filter data with the Result JSON Path?
A) It pulls only the relevant data to the FlexCard.
B) It displays all information available at that stage.
C) It allows the FlexCard to be viewed across multiple platforms.
D) It edits the FlexCard’s theme.
A
FlexCard element that combines logical groups of other elements. Can be collapsed and nested within one another.
Block Element
FlexCard element that uses the data returned from the data source to populate a list of elements to select from in the canvas. Combines text and parsed merge fields using a rich text editor. Can also be styled using a rich text editor.
Text/Field Element
FlexCard element displays a Salesforce SVGs that you access from the Salesforce Lightning Design System library. Can also be confiugured to perform actions when clicked.
Icon Element
FlexCard element that displays a list of actions to avoid cluttering the UI of the FlexCard.
Menu Elements
FlexCard element that renders text or a button, then executes some logic when clicked.
Action Element.
What are the six (6) available Action Type for a FlexCard Action element.
1) Card
2) Event: Custom and PubSub
3) Flyout
4) Navigate
5) OmniScript
6) Update OmniScript
FlexCard Action element that performs card-level actions, such as reload, update data source, and remove.
Card
FlexCard Action element that can:
1) Fire a Custom Event to notify the parent FlexCard of an event occurring.
OR
2) Fire a PubSub Event to notify another component on a page or application of an event occurring.
Event
FlexCard Action element that displays additional information from a child card, OmniScript, or custom Lightning web component (LWC) in a modal or popover.
Flyout
FlexCard Action element that uses a target URL or a PageReference type to enable navigation within Lightning Experience, within Communities, or to an external web address.
Navigation
FlexCard Action element that launches an OmniScript.
OmniScript