QuestionQ86

VerifiedOmniStudio Integration Procedures

A company must implement new contact-verification processes in its org. The process uses three Contact record types: Recruiter, Candidate, and Trainer. Verification differs for every Contact type. For example, recruiters must pass a background check; trainers must complete required training classes; and candidates must earn certifications.

Which OmniStudio tools should the consultant recommend to fulfill these requirements?

Explanation

Separate verification workflows require separate OmniScripts, with one OmniStudio Action configured to invoke each applicable OmniScript. This allows Recruiter, Candidate, and Trainer contacts to start the workflow that matches their record type. Salesforce documents that a FlexCard OmniScript action selects and launches a specific OmniScript; FlexCards are used to display data and launch actions, rather than being necessary to implement these distinct guided workflows.

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