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Salesforce Certified Omnistudio Consultant (Plat-Con-201) Question and Answers

Salesforce Certified Omnistudio Consultant (Plat-Con-201)

Last Update Oct 16, 2025
Total Questions : 142

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Questions 1

A business has a project that must be completed soon in order to meet important deadlines. However, the developer on the project has left the company, and the new team on the project has decided to use OmniStudio tools. The development work completed so far was done using APEX code. The new team must complete the project following these guidelines:

• Minimize implementation time

• Ensure end-user processes are as simple as possible

• Find a way to ensure optimal UX

In this scenario, what two actions should the consultant recommend to the project team'

Choose 2 answers

Options:

A.  

Replace existing APEX using DataRaptors and HTTPActions

B.  

Create new LWC templates for branding and styling

C.  

Implement FlexCards and OmniScripts for the front-end

D.  

Use existing APEX classes as data sources

Discussion 0
Questions 2

A company has an OmniScript that allows agents to schedule service calls. The first step displays the account name, primary contact name, and telephone number to the user for confirmation. On the second step, it displays available appointment slots, which are retrieved from an external service in XML and then transformed into JSON. The following actions are currently used in the OmniScript:

• DataRaptor Extract Action

• HTTP Action

• DataRaptor Transform Action

Following best practices, what can the consultant recommend to reduce processing time?

Options:

A.  

Combine these actions into an Integration Procedure

B.  

Change DataRaptors to extract single objects

C.  

Add conditional views to the OmniScript

D.  

Add reusable OmniScripts for each step

Discussion 0
Questions 3

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?

Options:

A.  

• A header FlexCard for client information with a Flyout for profile attributes• Child FlexCards for investment instruments with a Flyout for additional information

B.  

• A header FlexCard for client information and profile attributes• FlexCards for investment instrument information

C.  

• An OmniScript with a Step for client information• Block Elements for investment instruments

D.  

• A header FlexCard for client information and profile attributes• Child FlexCards for investment instruments with a Flyout for additional information

Discussion 0
Questions 4

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?

Options:

A.  

Create a FlexCard with two card states. Use conditions on the state to filter for priority.

B.  

Create a FlexCard with one card state. Use conditions on the fields and actions to filter for priority.

C.  

Create two FlexCards with one card state each. Use conditions on the states to filter for priority.

D.  

Create two FlexCards, one for Low / Medium priority cases and another for High priority cases.

Discussion 0
Questions 5

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?

Options:

A.  

Parent FlexCard with multiple Child and Card Actions

B.  

Parent FlexCard with multiple Child and different Card States

C.  

Parent FlexCard with single Child and multiple Card States

D.  

Parent FlexCard with single Child and Card Actions

Discussion 0
Questions 6

A business has been experiencing a downturn in customer satisfaction due to billing Issues. The business lear that when customers are allowed to schedule an inquiry call with an agent, customer satisfaction improves.

For this reason, the business decides to create an OmniScript that asks the customer to rate their customer satisfaction using a 1-5 rating scale. If the customer satisfaction is less than 2, it should allow the customer t request a call back on a certain date and then create a case that includes a list of bills from an external system the last 5 months in the case description.

In what order should the consultant design the elements of the OmniScript to meet these requirements?

Options:

A.  

Radio Input, Date Input, HTTP Action, DataRaptor Post Action

B.  

Date Input, Radio Input, HTTP Action, DataRaptor Post Action

C.  

HTTP Action, DataRaptor Post Action, Date Input, Radio Input

D.  

HTTP Action, Radio Input, Date Input, DataRaptor Post Action

Discussion 0
Questions 7

Service agents must confirm customer contact information in the first step of a payment OmniScript. Contact information includes name, telephone number, mobile number, and email. None of the contact information on first step is required.

On the last step, after taking payment, the agent can optionally email the receipt to the customer. If the customer says yes, the agent selects a checkbox. If the agent selects the box but the email address field is empty, the process must require the user to return to the first step and enter the customer's email address.

What should the consultant recommend to meet this requirement?

Options:

A.  

Add a Set Errors element

B.  

Add a DataRaptor to retrieve the email address

C.  

Add a Validation Rule to the Contact object

D.  

Add a Conditional View to the last step

Discussion 0
Questions 8

A company needs an OmniScript to allow customers to order products and services from their website. After the order is submitted, the customer should be able to download a PDF summary of the order.

What type of DataRaptor should the consultant recommend to meet this requirement?

Options:

A.  

DataRaptor Load

B.  

DataRaptor Extract

C.  

DataRator Turbo Extract

D.  

DataRaptor Transform

Discussion 0
Questions 9

A company has designed a process that extracts a large amount of data from a Salesforce object. Due to the volume of data that will be retrieved, it is important that Governor limits are not exceeded.

What solution should the consultant recommend?

Options:

A.  

DataRaptor Extract with Chaining

B.  

DataRaptor Turbo Extract

C.  

Calculation Procedure and DataRaptor Turbo Extract

D.  

Integration Procedure and DataRaptor Turbo Extract

Discussion 0
Questions 10

A company has a process that requires minimum age to purchase. Potential customers must fill in an application form. Rather than have someone fill in the entire form and be denied at the end, 2 consultant recommends using an Omniscript that will ask users to input their birthdate. If the user is younger than than 18 years, then the Omniscript needs to display a message stating "You must be 18 years or older to purchase” and also prevent users from continuing. If the user is 18 or older, then the Omniscript should allow them to proceed without any message.

Which two Omniscript components should the using to meet this validation requirement?

Choose 2 answers

Options:

A.  

Alert

B.  

Calculation

C.  

Formula

D.  

Messaging

Discussion 0
Questions 11

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 an account field from Salesforce.

According to best practice, what data source should be used?

Options:

A.  

Streaming API

B.  

DataRaptor Extract

C.  

REST

D.  

Integration Procedure

Discussion 0
Questions 12

Which element allows a user to retrieve data from a single field and display it in a dropdown list?

Options:

A.  

Calculation Action

B.  

DataRaptor Extract Action

C.  

Lookup

D.  

Select

Discussion 0
Questions 13

which of the following are Integration Procedure Actions?

Options:

A.  

Email

B.  

OmniScript

C.  

PDF

D.  

Type Ahead

Discussion 0
Questions 14

A business has an existing Contact FlexCard that currently displays 5 actions. The business needs to add 3 m actions to the existing FlexCard. All 8 actions are equally important and used with the same frequency. The business wants to display the name and icon for each action. However, when reviewing the existing design, V consultant notices that the FlexCard is overloaded with actions.

What FlexCard design solution should the consultant recommend?

Options:

A.  

Add a menue element and include all the actions

B.  

Create a new contact FlexCard for the new actions

C.  

Add a flyout to the existing FlexCard

D.  

Use a block element to add these new actions

Discussion 0
Questions 15

A customer needs to create an OmniScript to capture payment Information. In the first step of the process, it user selects a payment type such as credit card, debit card, or direct bank account payment. Each payment t should display with a different icon. The process should check to see if the customer has any saved payment information of that type, and if there is, no further action is required. If there is no saved payment informatic then the user should be allowed to enter the information, and the process should save It.

Which three OmniScript elements should be used to meet these requirements?

Choose 3 answers

Options:

A.  

DataRaptor Transform Action

B.  

Select

C.  

DataRaptor Extract Action

D.  

Radio

E.  

DataRaptor Post Action

Discussion 0
Questions 16

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 three OmniStudio tools should the consultant use to design a solution that meets these requirements?

Choose 3 answers

Options:

A.  

OmniScript

B.  

Integration Procedures

C.  

Calculation Procedures and Matrices

D.  

FlexCard

E.  

OmniStudio Action

Discussion 0
Questions 17

Which three of the following are functions of a Text Block element in OmniScript?

Choose 3 answers

Options:

A.  

Error conditions

B.  

User input fields

C.  

Links or images

D.  

Text formatting

E.  

Table formatting

Discussion 0
Questions 18

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 two OmniStudio tools should the consultant recommend to meet these requirements?

Choose 2 answers

Options:

A.  

Calculation Matrix

B.  

DataRaptor Transform

C.  

DataRaptor Extract

D.  

Calculation Procedure

Discussion 0
Questions 19

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

Options:

A.  

Configure the Save property

B.  

Configure a ResumeStep

C.  

Use an Integration Procedure

D.  

Use a DataRaptor Post Action

Discussion 0
Questions 20

A consultant must design a 360 view of the customer. The business requirements are:

• A header card with account information (name, account number, next billing date, invoice method)

• A list of related contacts (first name, last name, phone)

• All the open cases related to the account (subject, priority, SLA)

An account will not have more than 2 contacts, but it could have more than 10 open cases. It is necessary to the different sections available at a glance.

Which two FlexCard features should the consultant recommend to improve the user experience?

Choose 2 answers

Options:

A.  

Use a Datatable element

B.  

Use a Block Element with the Collapse property enabled

C.  

Use a Zone Template

D.  

Use a Custom Style to adjust height and width

Discussion 0
Questions 21

A consultant has a project with the following requirement: "Agents need to follow a standard customer greeti…. script in order to ensure brand consistency."

Which OmniScript element should the consultant recommend to ensure the agents can see and follow these standard scripts?

Options:

A.  

Input Block

B.  

Text Area

C.  

Headline

D.  

Step

Discussion 0
Questions 22

An OmniScript saves data to Salesforce and to an external system. What OmniScript element could save all this data?

Options:

A.  

HTTP Action

B.  

Integration Procedure Action

C.  

DataRaptor Post Action

D.  

DataRaptor Transform Action

Discussion 0
Questions 23

A Consultant is working on a project that involves using OmniStudio tools to design solutions that meet customer business requirements. The solutions need to be maintainable, scalable, and contribute to long-term customer success. Which OmniStudio tool should the Consultant use to display data and launch actions?

Options:

A.  

OmniScripts

B.  

FlexCards

C.  

Integration Procedures

D.  

DataRaptors

Discussion 0
Questions 24

A company has a process that requires a birthday validation. At the beginning of the process, the user is asked to input their birthday. If the user is less than 18 years old. then the process should display an error stating that the age cannot be less than 18. The process should restrict users from continuing. If the user is 18 or older, then the process should proceed without any error message.

Which two OmniScript features should the consultant recommend to meet this validation requirement?

Choose 2 answers

Options:

A.  

Calculation

B.  

Messaging

C.  

Alert

D.  

Formula

Discussion 0
Questions 25

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?

Options:

A.  

Loop Block

B.  

Batch Action

C.  

Conditional Block

D.  

DataRaptor Transform Action

Discussion 0
Questions 26

A consultant is designing a FlexCard for a client. The client wants to customize the look of each element on the FlexCard. What tool should the consultant use to meet the client's requirements?

Options:

A.  

Use DataRaptor to customize the look of each element.

B.  

Use Integration Procedures to customize the look of each element.

C.  

Use the style panel in the FlexCard Designer to customize the look of each element.

D.  

Use OmniScripts to customize the look of each element.

Discussion 0
Questions 27

A company needs to implement new verification processes for contacts in their org. This process relies on three Contact record types: Recruiter, Candidate, and Trainer. The verification process is different for each type of contact. For example, recruiters must pass a background check; trainers must complete mandatory training classes, and candidates must achieve certifications.

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

Options:

A.  

Specific FlexCards with Actions for each type of Contact

B.  

Multiple OmniStudio Actions that invoke separate OmniScripts

C.  

Single FlexCard with an Action to invoke an OmniScript

D.  

Single OmniStudio Action that invokes separate Omniscripts

Discussion 0
Questions 28

Which OmniStudio tool is optimized for performance and minimizes configuration time?

Options:

A.  

Integration Procedure

B.  

DataRaptor Extract

C.  

DataRaptor Turbo Extract

D.  

Calculation Procedure

Discussion 0
Questions 29

A company needs to create a process that allows call center admins to retrieve all open cases that have a case type of "network issue" and submit the case data "as-is" to a back-office system for validation in batch on a daily basis. Once the cases have been submitted, the process should trigger an email to the supervisor.

Which three OmniStudio tools should the consultant recommend to meet these requirements?

Choose 3 answers

Options:

A.  

DataRaptor Turbo Extract

B.  

OmniScript

C.  

FlexCard

D.  

Integration Procedure

E.  

DataRaptor Load

Discussion 0
Questions 30

A company implements an integration procedure that is invoked from an OmniScript. The integration procedure includes a very long-running process that makes users impatient.

Which feature should the consultant recommend to Improve performance and address users' concerns?

Options:

A.  

Try Catch

B.  

Batch jobs

C.  

Chaining

D.  

Conditions

Discussion 0
Questions 31

A company needs to create multiple guided processes on their public website. The processes need to be style using the corporate branding kit. The corporate branding kit Includes guidance on colors, fonts, and icons. In addition, the website that the process will be deployed to has a style guide that dictates the format for radio buttons, slide bars, and other user interface elements. The company wants both the corporate branding kit at the website's style guide to be globally implemented in these new processes.

Which three OmniStudio features and tools should the consultant recommend to meet these requirements?

Choose 3 answers

Options:

A.  

OmniScript

B.  

Custom Styles

C.  

OmnlOut

D.  

Newport Design System

E.  

FlexCards

Discussion 0
Questions 32

Which three functions are performed by Action elements in OmniScript?

Choose 3 answers

Options:

A.  

Display error messages to the user

B.  

Get and update data through APIs

C.  

Organize data into multiple pages

D.  

Send DocuSign emails for signature

E.  

Get and update data in Salesforce

Discussion 0
Questions 33

A business needs to display installed products for field service technicians on service calls using a mobile device The installed product information must be summarized so the technician can seekey details at a glance. How the technician also needs to sometimes access a list of past service dates for each product.

Which two FlexCards features should the consultant recommend to meet this requirement?

Choose 2 answers

Options:

A.  

Use flyouts

B.  

Use card states

C.  

Enable the Responsive property

D.  

Customize the styling

Discussion 0
Questions 34

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 2 answers

Options:

A.  

Datatable

B.  

Remote Action

C.  

Response Action

D.  

Edit Block

Discussion 0
Questions 35

A business has a requirement to display cases in a console for service agents. Cases can have avariety of statuses, including Active, Closed, or Escalated. When a case is Closed, agents need to be able to reopen the case. When the case is Active or Escalated, agents should not have the option to reopen the case.

Which FlexCard functionality can be used to meet this requirement?

Options:

A.  

Conditional View

B.  

Flyouts

C.  

State

D.  

Styling

Discussion 0
Questions 36

What is the purpose of Step elements in an OmniScript?

Options:

A.  

Organizes the script into one or more pages

B.  

Groups elements that extract data

C.  

Enables the use of repeatable blocks

D.  

Allows the user to input data

Discussion 0
Questions 37

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?

Options:

A.  

Radio, TypeAhead, and Telephone

B.  

Multi-Select. Address, and Telephone

C.  

Checkbox, Geolocation, and Number

D.  

Select, TypeAhead, and Number

Discussion 0
Questions 38

An insurance company decides to use calculation procedures and matrices to calculate premium costs for new Insurance policies. Prices change very frequently, resulting In multiplecopies of the rating or pricing tables.

What is an advantage of calculation procedures that the consultant should highlight in this scenario?

Options:

A.  

Allows aggregate functions

B.  

Allows text concatenation using algebraic operators

C.  

Allows multiple versions that will execute based on when the request is made

D.  

Allows AI integration to calculate next best offer using policy attributes

Discussion 0
Questions 39

A Salesforce Omnistudio Consultant is tasked with creating an Omniscript for a client's customer service process. The consultant wants to integrate Salesforce Knowledge into the Omniscript.

What is one way the consultant can configure an Omniscript to search for Salesforce Knowledge articles?

Options:

A.  

Using a simple search ..

B.  

Using a complex search algorithm

C.  

Based on dynamic inputs from Omniscript fields

D.  

Based on static values set up during configuration

Discussion 0
Questions 40

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?

Options:

A.  

Active Card State

B.  

Blank Card State

C.  

Edit Mode State

D.  

New Card State

Discussion 0
Questions 41

A business wants to add typeahead functionality to an existing OmniScript. The business wants the user to begin entering the name of a contact in Salesforce. and allow the user to select the contact once it has found a match. Once the contact has been selected, the OmniScript should retrieve the contact's email address for use in a later step of the process.

What data source is needed when using the TypeAhead element?

Options:

A.  

HTTP Action

B.  

Integration Procedure Action

C.  

DataRaptor Post Action

D.  

DataRaptor Extract Action

Discussion 0
Questions 42

A company has several customer support departments. Each

department has different case creation processes, but they want to unify

them into a single LWC OmniScript. During the discovery, the consultant

identifies two key requirements:

* Each department has different case fields they need to capture

* If the user cancels the process, they should return to a support

console app

Which two OmniScript features should the consultant recommend to meet

these requirements?

Choose 2 answers

Options:

A.  

Enable the Save for Later feature

B.  

Set Enable Cancel in Setup

C.  

Use Conditional Views on steps for each department

D.  

Add a Done action that redirects to the support console

Discussion 0