Pass the Salesforce Salesforce Consultant OmniStudio-Consultant Questions and answers with CertsForce

The correct way to design the FlexCard to meet this requirement is to create two states, one for mobile devices and another for non-mobile devices. States allow the designer to define different layouts and behaviors for the same FlexCard based on conditions. The width of the fields can be adjusted for each state using the Size property. Enabling the Responsive feature on the field elements would not change their width, but only their alignment. Enabling the Mobile-First feature in FlexCard settings would not affect the width of the fields, but only the order in which they are displayed. Creating two FlexCards, one for mobile devices and another for non-mobile devices, would create redundant code and maintenance issues.

The type of state that the consultant should recommend to allow users to create a new case from the canvas is New Card State. A New Card State is a state that allows creating new records in a FlexCard using an OmniScript or an Integration Procedure. The consultant can use a New Card State to enable users to create a new case from the canvas, by invoking an OmniScript or an Integration Procedure that writes data to the Case object in Salesforce.

 A Text Block element in OmniScript can perform three functions: display links or images, apply text formatting, and format tables. A Text Block element can use HTML tags to create hyperlinks or embed images in the OmniScript. It can also use CSS properties to style the text, such as font size, color, alignment, etc. Additionally, a Text Block element can use HTML table tags to create and format tables in the OmniScript

 The three OmniStudio tools that are needed to meet these requirements are: FlexCards, OmniStudio Actions, and OmniScript. A FlexCard is a tool that can display data and actions in a card format. The consultant can use a FlexCard to display the account information and icons for each action. An OmniStudio Action is a button that can invoke an OmniScript or an Integration Procedure from a FlexCard. The consultant can use OmniStudio Actions to launch guided processes for frequent tasks, such as change of plan, new sale, or loyalty. An OmniScript is a tool that can design customer interactions using elements and actions. The consultant can use OmniScripts to create the guided processes for each task

Salesforce Knowledge (A) must be enabled in the org to allow OmniScripts to retrieve and display Knowledge Articles.

Once Salesforce Knowledge is activated, OmniScripts can fetch Knowledge Articles using DataRaptors or Integration Procedures and display search results dynamically based on user inputs.

B. OmniScript Designer – This is a tool for building OmniScripts but does not enable Knowledge functionality.

C. Salesforce Classic – OmniScripts are designed for Salesforce Lightning, and enabling Classic is not required.

D. Salesforce Lightning – While OmniStudio works in Lightning, enabling Salesforce Lightning is not what activates Knowledge in OmniScripts.

Comprehensive and Detailed In-Depth Explanation:Why not the other options?? Salesforce OmniStudio Reference:

Enabling Salesforce Knowledge

Using Salesforce Knowledge in OmniScripts

The OmniScript elements that the consultant should recommend to meet these requirements are: Radio Group, DataRaptor Post Action, and Email Action. A Radio Group element is an element that can display a list of options for the user to choose from, such as customer satisfaction rating. A Radio Group element allows only one option to be selected at a time, and can also have icons for each option. A DataRaptor Post Action is an action that can write data to a Salesforce object or invoke a Salesforce API. The consultant can use a DataRaptor Post Action to create a case for an account team member to follow up. An Email Action is an action that can send an email to one or more recipients, with optional attachments and templates. The consultant can use an Email Action to email a summary message to the user

The consultant should design the FlexCard solution using card filter and multiple FlexCards to meet these requirements. A card filter is a property that determines which records are displayed in a FlexCard based on certain criteria. The consultant can use card filter to display only the cases with a specific status, such as Open, Awaiting Closure, or Closed. A FlexCard is a tool that can display data and actions in a card format. The consultant can create multiple FlexCards for each case status, and customize the fields and actions accordingly. The consultant can also use custom style to apply different borders for each case status

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

 The three OmniScript elements that should be used to meet these requirements are: Select, DataRaptor Extract Action, and DataRaptor Post Action. A Select element can display a dropdown list of options for the user to choose from, such as payment type. A DataRaptor Extract Action can retrieve data from a Salesforce object, such as saved payment information, and store it in an Interface object or a JSON object. A DataRaptor Post Action can write data to a Salesforce object, such as new payment information, and perform insert or update operations

 Calculation Procedures & Matrices are used to perform complex calculations based on input data and predefined rules. They are suitable for use cases that involve pricing, rating, scoring, or eligibility determination. Therefore, the use cases that should be implemented using Calculation Procedures & Matrices are:

Use a house’s address, size, and age of the building to determine an insurance premium. (This involves rating based on multiple factors)

Use location and past usage to determine the monthly cost for an energy product. (This involves pricing based on variable inputs)

Use risk factors for an insured item to determine different insurance product options. (This involves scoring and eligibility based on criteria)

The use cases that should not be implemented using Calculation Procedures & Matrices are:

Use rules to determine eligible insurance products based on a house’s address and age of the building. (This can be done using Business Rules Engine or OmniScript logic)

Use the product color and capacity to determine the price of a product. (This can be done using simple formulas or lookup tables)