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| Section | Weight | Objectives |
|---|---|---|
| FlexCards | 23% | - Design FlexCards to meet requirements - Collect and organize customer 360 information - Capabilities, use cases and purpose of FlexCards |
| OmniScripts | 27% | - Structure and components of OmniScripts - Map business processes to OmniScript components - Validate and align OmniScript processes with requirements |
| Data Tools | 23% | - Calculation Matrices and Procedures: use and benefits - Purpose and benefits of DataRaptors and Integration Procedures - Design DataRaptors and Integration Procedures |
| Best Fit Solutioning | 27% | - Design solutions using OmniStudio best practices - Map requirements to appropriate OmniStudio tools - Gather, analyze and simplify business requirements |
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NEW QUESTION # 197
A business is creating an agent console with FlexCards to provide a 360° view of their customers. The business wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the account
* Active contracts related to the account
* The ability to view and renew contracts
An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data.
How should the consultant design the FlexCards to meet these requirements?
Answer: A
Explanation:
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
NEW QUESTION # 198
A consultant is designing a Flexcard for a client. The client wants the Flexcard to launch a child card with additional information and actions related to the parent card when the agent clicks on a button.
How should the consultant design the Flexcard to meet the client's requirements?
Answer: B
Explanation:
The requirement is for a FlexCard (parent card) to launch a child card with additional information and actions when an agent clicks a button. In Salesforce OmniStudio, the Flyout Action is the specific mechanism designed within FlexCards to achieve this, making B the most precise and correct answer.
Here's why B. Design the parent card to launch a child card through a Flyout Action is the correct answer:
* Flyout Action Overview: A Flyout Action in FlexCards is an interactive feature that displays a pop-up panel (flyout) when triggered, typically by a button or link. This flyout can contain a child FlexCard, OmniScript, or custom content, showing additional details or enabling actions related to the parent card' s data.
* Meeting the Requirement:
* Child Card Launch: The Flyout Action can embed a child FlexCard, which displays supplemental information (e.g., related records or details) and includes actions (e.g., buttons to update data).
* Button Trigger: In the FlexCard Designer, the consultant can add a Button element to the parent card, configure its action type as "Flyout," and link it to a child FlexCard. When the agent clicks the button, the flyout appears with the child card.
* Contextual Data: The parent card's data (e.g., a record ID) can be passed to the child card via the Flyout Action's context parameters, ensuring the child card shows relevant information.
* Example: If the parent card displays a customer's summary (name, account number), clicking the button could launch a child card in a flyout showing order history and a button to initiate a return, all tied to the parent card's account ID.
Now, let's examine why the other options are incorrect or less optimal:
* A. Design the parent card to launch a child card when the specific action is taken: While this is conceptually correct, it's vague and lacks specificity. "Launch a child card" isn't a defined OmniStudio action-Flyout Action is the actual mechanism to achieve this. Thus, B is the more precise answer, as it names the tool explicitly supported by FlexCards.
* C. Design the parent card to launch a new DataRaptor when the specific action is taken: A DataRaptor (e.g., DataRaptor Extract) retrieves or manipulates data, not displays a UI like a child card. While a DataRaptor might fetch data for the child card, it doesn't "launch" anything visible to the agent, making this option irrelevant to the UI requirement.
* D. Design the parent card to launch a new OmniScript when the specific action is taken: An OmniScript could be launched via a FlexCard action (e.g., an "OmniScript" action type), but it's a guided process, not a "child card." The requirement specifies a child card (implying another FlexCard), not a multi-step script, so a Flyout Action with a child FlexCard is more appropriate than an OmniScript.
References:
* Salesforce OmniStudio Documentation: FlexCard Actions - Details the Flyout Action for launching child cards or content.
* Salesforce OmniStudio Developer Guide: Flyouts in FlexCards - Explains configuring flyouts with child FlexCards.
NEW QUESTION # 199
What is the primary purpose of a Type Ahead Block element in an OmniScript?
Answer: D
NEW QUESTION # 200
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: B
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 # 201
Which element allows a user to retrieve data from a single field and display it in a dropdown list?
Answer: D
Explanation:
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.
NEW QUESTION # 202
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