Salesforce Certified Omnistudio Consultant (Plat-Con-201)
Last Update Oct 16, 2025
Total Questions : 142
We are offering FREE OmniStudio-Consultant Salesforce exam questions. All you do is to just go and sign up. Give your details, prepare OmniStudio-Consultant free exam questions and then go for complete pool of Salesforce Certified Omnistudio Consultant (Plat-Con-201) test questions that will help you more.
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
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?
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?
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?
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 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?
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?
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?
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?
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
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?
Which element allows a user to retrieve data from a single field and display it in a dropdown list?
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?
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
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
Which three of the following are functions of a Text Block element in OmniScript?
Choose 3 answers
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
How should the consultant design the OmniScript solution to allow the user to stop and resume a process at a later time?
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
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?
An OmniScript saves data to Salesforce and to an external system. What OmniScript element could save all this data?
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?
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
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 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?
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?
Which OmniStudio tool is optimized for performance and minimizes configuration time?
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
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?
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
Which three functions are performed by Action elements in OmniScript?
Choose 3 answers
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
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
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?
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 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?
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?
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 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?
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