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Salesforce Plat-Con-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| FlexCards | 23% | - Collect and group the customer 360 Information required to show to an end user (Console, FlexCards) - Explain the capabilities, use cases, and purpose of using FlexCards - Design FlexCards to ensure they meet customer requirements/needs |
| OmniScript | 27% | - Identify business process step requirements and map them to OmniScript Components required to implement them - Validate developed OmniScript processes to ensure client expectation alignment - Explain the basic structure of an OmniScript |
| Best Fit Solutioning | 27% | - Create fit/gap analyses between requirements and OmniStudio capabilities - Map process requirements to OmniStudio capabilities and explain the interaction between them - Gather, analyze, and simplify business requirements in order to design solutions using OmniStudio tools following best practices |
| Data Tools | 23% | - Design Integration Procedures and related Omnistudio Data Mappers - Explain the purpose and benefits of Integration Procedures and Omnistudio Data Mappers - Describe the benefits of using Decision Matrices and Expression Sets and provide real examples |
Salesforce Certified Omnistudio Consultant Sample Questions:
When a customer calls to add a new primary contact to their account, call center agents need to complete a I contact form. The agent enters the new contact information using an OmniScript and then needs to generate PDF with the contact information pre-filled that can be shared with the customer. Which OmniStudio tool should the consultant recommend to generate the pre-filled PDF?
- A. Data Maptor
- B. Integration Procedure
- C. Calculation Procedure
- D. OmniStudio Action
Explanation: Only visible for ValidVCE members. You can sign-up / login (it's free).
An OmniStudio Consultant receives a request to build a FlexCard that displays the following information:
- Campaign name
- Members of the campaign
- Campaign expiration date
- Expected revenue
A popup window will display additional information about the campaign, such as details about the members. A button must initiate a guided process to add new leads to the campaign.
Which two FlexCard features should the consultant recommend to meet these requirements?
- A. DataTable
- B. Flyout action
- C. OmniScript action
- D. Block element
Explanation: Only visible for ValidVCE members. You can sign-up / login (it's free).
A project requires displaying data from a legacy system on a FlexCard. The external system is slow, taking more than 5 seconds for a response. The data only changes once a day. Which configuration should an OmniStudio Consultant recommend to improve the user experience?
- A. Configure an Integration Procedure with caching enabled.
- B. Configure a Data Mapper with filtering logic.
- C. Configure a REST data source with an increased timeout setting.
- D. Configure an Integration Procedure with Chain On Step enabled.
Explanation: Only visible for ValidVCE members. You can sign-up / login (it's free).
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. OmniScripts and Integration Procedures
- B. FlexCards and Integration Procedures
- C. OmniScripts and DataRaptors
- D. FlexCards and DataRaptors
Explanation: Only visible for ValidVCE members. You can sign-up / login (it's free).
Which element allows a user to retrieve data from a single field and display it in a dropdown list?
- A. Select
- B. DataRaptor Extract Action
- C. Calculation Action
- D. Lookup
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