Certified OmniStudio ConsultantPreview

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 tools should the consultant recommend to meet these requirements? (Choose two.)

What can a DataRaptor Extract do?

A business process needs to perform a multi-step calculation on each contact record in a list.
Using an Integration Procedure to process the list, what feature can be used to meet this requirement?

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 tools should the consultant use to design a solution that meets these requirements? (Choose three.)

A company has an existing OmniScript running in production. The business decides additional customer information is needed and wants to add more questions to the process.
What is the most efficient approach that the consultant can recommend to the business to meet this requirement?

A company has account information that they want to display to agents in a summarized view. For each account, they want to display icons that allow the user to launch guided processes for frequent tasks. The processes are reused in other parts of the business.
Which three OmniStudio tools are needed to meet these requirements? (Choose three.)

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 three.)

Agents for an insurance company need to know the current and past weather conditions when creating claims for customers. The consultant implements a FlexCard for weather conditions in the console to ensure the agents have access to the information. The FlexCard needs to provide fields extracted from a weather API and account fields from Salesforce.
According to best practice, what data source should be used?

A healthcare company wants to enable its subscribers to add, edit, or delete dependents related to their policy via their Community portal. The project team decides to use OmniStudio tools to provide this functionality.
In this scenario, which two OmniStudio features should the consultant recommend? (Choose two.)

A consultant designs a FlexCard with five card states following best practices. Four of the card states have a condition.
At runtime, if two of the states’ condition are true, which state will be displayed?

A company wants to create a guided process for their customers. The process needs to retrieve data from Salesforce as well as external systems, and the steps of the process will branch depending on input from the user. Users will complete the process in a single session.
How should the consultant design the solution to meet these requirements?

A business has the following requirements:

To display cases for an account -
The user should see all of the cases on the canvas
The user should be able to create a new case from the canvas
The consultant decides to use states to enable this functionality.
Which type of state should the consultant recommend to allow users to create a new case from the canvas?

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?

Which of the following are Integration Procedure Actions?

An investment portfolio manager wants to build a console to display:

Client information -

Profile attributes -
Investment instrument information
There are more than 20 profile attributes. Each investment instrument has 15 fields of information to display. The fields should be grouped logically.
How should the consultant design a solution to meet the requirements?

How should the consultant design the OmniScript solution to allow the user to stop and resume a process at a later time?

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 OmniStudio tool should be used to meet this requirement?

A business wants to transform an existing process into a digital interaction using OmniScript. The process includes several steps. Some steps apply to all users, and other steps only apply to users depending on their responses to certain questions. The business does not want all users to have to go through all the steps.
Which OmniScript feature should the consultant recommend to meet this requirement?

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?

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 viewing the product information. Once all of the elements were collected together on the FlexCard, it looked cluttered.
What FlexCard feature should the consultant recommend to address this issue?

A company needs to create some boundaries for their sales teams regarding the minimum and maximum discounts that can be applied to their orders. The discount thresholds are set using adjustments such as 5%, 10%, 15%, 20%, 25%, and 30%. The minimum adjustment and the maximum adjustment are determined by their region and their customer lifetime score.
Which tools should the consultant recommend to meet these requirements? (Choose two.)

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?

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?

A consultant receives a requirement to display products installed at an account site in a customer's 360° FlexCard view. The business requires that the width of the fields displayed should change depending on the device used to view the FlexCard. For example, the Product Name and Model field elements should display at full width on mobile devices, but they should shrink to 60% on devices such as laptops and desktops.
How should the consultant design the FlexCard to meet this requirement?