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Salesforce Plat-Con-201 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: FlexCards23%- Design FlexCards to meet requirements
- Collect and organize customer 360 information
- Capabilities, use cases and purpose of FlexCards
Topic 2: Data Tools23%- Purpose and benefits of DataRaptors and Integration Procedures
- Design DataRaptors and Integration Procedures
- Calculation Matrices and Procedures: use and benefits
Topic 3: OmniScripts27%- Validate and align OmniScript processes with requirements
- Structure and components of OmniScripts
- Map business processes to OmniScript components
Topic 4: Best Fit Solutioning27%- Design solutions using OmniStudio best practices
- Map requirements to appropriate OmniStudio tools
- Gather, analyze and simplify business requirements

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Salesforce Certified Omnistudio Consultant Sample Questions (Q136-Q141):

NEW QUESTION # 136
A company has a requirement to create a 360ยฐ 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?

Answer: D

Explanation:
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


NEW QUESTION # 137
You want to update 500 Leads through a Data Loader. In the CSV file, you have three columns (ID, Email, and Phone). Also, there are some blank values in the rows (some records do not have email, and some do not have a phone). You do not want null values in the records when updating the values. Which of the following options should you use to do this?

Answer: D

Explanation:
Data Loader Behavior: By default, when you update records via Data Loader, blank values in the CSV file are treated as nulls and will overwrite the corresponding fields in Salesforce with null, replacing any existing data. For example, if a Lead record has Phone = "555-1234" and the CSV has a blank Phone column for that ID, the update will set Phone = null unless configured otherwise.
Insert Null Values Setting: The "Insert Null Values" checkbox in Data Loader's Settings (found under Settings > Settings) determines whether blank CSV values are treated as nulls.
Checked: Blank values in the CSV overwrite existing field values with null (default behavior).
Unchecked: Blank values in the CSV are ignored, and the existing field values in Salesforce are preserved.
Meeting the Requirement: Unchecking "Insert Null Values" ensures that if a row in the CSV has a blank Email or Phone, those fields in the corresponding Lead record remain unchanged (e.g., retaining Email = "john@example.com" instead of setting it to null). Only non-blank values in the CSV (e.g., a new Phone number) will update the records.
Process: Open Data Loader, go to Settings > Settings, uncheck "Insert Null Values," then proceed with the Update operation using the CSV file with ID, Email, and Phone columns.


NEW QUESTION # 138
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?

Answer: B

Explanation:
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


NEW QUESTION # 139
Which OmniStudio tool would a consultant use to perform multi-step numeric calculations, such as computing an insurance premium based on several weighted factors and lookup values?

Answer: C

Explanation:
Calculation Procedures (often paired with Calculation Matrices for lookup-based values) are designed specifically for performing complex, multi-step numeric calculations such as premium rating.


NEW QUESTION # 140
A business needs to create a FlexCard to display open cases for an account. The cases should display different depending on their priority. Low or Medium priority cases should display case data and an Update Account Info action. High priority cases should include a red border, an alert notification, and an Escalate action. What is the most efficient way to meet these requirements?

Answer: D

Explanation:
The most efficient way to meet the requirements is to create a FlexCard with two card states. A card state defines how a FlexCard displays data and actions based on certain conditions. The consultant can use conditions on the state to filter for priority, and then customize the fields and actions for each state. This way, the FlexCard can display different information and options for low/medium and high priority cases


NEW QUESTION # 141
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