OmniStudio Consultant Flashcards Flashcards by John Rissell

What do the following describe?

1) Technologies that work only on specific channels.
2) Constantly evolving products and promotions.
3) High and volatile volumes of transactions.
4) Complex rules and usability obstacles.
5) Disparate legacy systems.

Five (5) challenges IT organizations often struggle to overcome.

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What are the three (3) “Layers” offered as a part of OmniStudio?

1) Digital Experience
2) Service Management
3) Developer Experience

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Cards that display contextual information and actions in an at-a-glance format for customer account data.

OmniStudio FlexCards

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A guided path to complete a business process. A “Guided User Experience”.

OmniScripts

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Configurable services for retrieving, transforming, and updating data.

OmniStudio DataRaptors

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Declarative, server-side processes that execute multiple actions in a single server call.

OmniStudio Integration Procedures

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Command-line automation tool that packages and migrates OmniStudio Datapacks in a source-control-friendly format.

IDX Build Tool

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Desktop application that enables developers to migrate Datapacks and Salesforce metadata from one org to another or from an org to a Git repository.

IDX Workbench

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OmniStudio:
A) Offers tools only for customers in the Health Industry.
B) Drives digital engagement.
C) Provides guided user experiences.
D) A and B
E) B and C

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Which OmniStudio layer features OmniScripts?

A) Digital Experience
B) Data Experience
C) Developer Experience
D) Desktop Experience

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What are two (2) main components of the “Digital Experience” layer?

1) FlexCards

2) OmniScripts

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What are two (2) components of the “Service Management” layer?

1) Integration Procedures

2) DataRaptors

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What are two (2) components of the “Developer Experience” layer?

1) IDX Build Tool

2) IDX Workbench

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The Digital Experience layer includes which of the following?

A) FlexCards
B) FlexScripts
C) OmniCards
D) A and B
E) A and C

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Which of the following components helps you complete a business process?

A) FlexCards
B) FlexScripts
C) OmniCards
D) OmniScripts

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A type of DataRaptor that, gets data from a single Salesforce Object.

DataRaptor Turbo Extract

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A type of DataRaptor that, gets data from one or more Salesforce objects.

DataRaptor Extract

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A type of DataRaptor that, saves data to one or more Salesforce objects.

DataRaptor Load

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A type of DataRaptor that, manipulates any data that comes from inside or outside Salesforce.

DataRaptor Transform

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What are the four (4) types of DataRaptors?

1) DataRaptor Turbo Extract
2) DataRaptor Extract
3) DataRaptor Load
4) DataRaptor Transform

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The Service Management layer includes services for:

A) Reading data
B) Writing data
C) Nothing
D) A and B
E) A and C

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Which component of the Service Management layer executes multiple actions in a single server call?

A) DataRaptor Extract
B) Integration Procedure
C) Calculation Procedure
D) DataRaptor Load
E) DataRaptor Transform

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What do FlexCards display?

A) Digital content on proprietary folding screens.
B) Contextual information and actions for customer account data.
C) Customer feedback flagged for further internal review.
D) Shifts worked by employees allowed to choose their own start and stop times.

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TRUE or FALSE: You can embed a FlexCard Lightning web component inside an OmniScript.

TRUE

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How do you access any OmniStudio component designer? i.e. How do you access the FlexCard Designer in SalesForce?

From the App Launcher.

Where you view metadata (e.g. Author, Version, Status) and perform actions (e.g. toggle between Design and Preview views) related to your FlexCard.

FlexCard Header

Where you configure a FlexCard element’s properties. For example, when you select a Field element, update the label, choose the data field value to display, and select the field type.

FlexCard Properties Panel

This FlexCard panel has settings for configuring backgrounds, sizes, borders, padding, margins, height, fonts, and responsiveness in real time. NOTE: for custom designs, you can create and apply custom CSS.

FlexCard Style Panel

FlexCard panel where you can: - Update your Data Source. - Apply custom permissions to limit access to your FlexCard. - Track Custom Data on elements with tracking enabled. - Enable Multi-Language Support, set Session Variables, and create Event Listeners.

FlexCard Setup Panel

A special type of variable that allows us to store values from data sources or external systems and access them globally on a FlexCard

Session Variable

A function that ‘listens’ or waits for an event to occur and performs an action in response.

Event Listener

TRUE or FALSE: You can select options in the viewport dropdown menu to preview how a FlexCard appears on different devices.

TRUE

TRUE or FALSE: You can add Test Parameters to preview your FlexCard with different parameters (e.g. record Ids and pagination limits).

TRUE

TRUE or FALSE: FlexCards do not need to be activated.

FALSE

``` Metadata is found on which component in the FlexCard Designer? A) Header B) Canvas C) Style panel D) Setup panel E) Tooltips ```

How can you test what a FlexCard looks like on different devices? A) By looking at it after it has been published. B) With the in-produce help feature. C) By downloading a third-party app. D) With the viewport dropdown menu.

TRUE or FALSE: FlexCards need to be activated AND published for end-users to see them.

TRUE

What are the four (4) steps the Data Source Wizards takes you through when creating a FlexCard?

1) Define the FlexCard. 2) Select the data source type. 3) Select the data source. 4) Configure the data source inputs.

Which of the below steps in the FlexCard Data Source Wizard process allows you to configure basic settings such as the name, title, author, description, or theme of the FlexCard? NOTE: You can also set this FlexCard as a child card so it can be embedded in other FlexCards. A) Define the FlexCard. B) Select the data source type. C) Select the data source. D) Configure the data source inputs.

TRUE or FALSE: You should use Camel or Pascal Case and avoid two consecutive underscores when naming Vlocity components.

TRUE e.g. 'teamAccount' or 'team_account' are acceptable names.

What are the two (2) style themes for FlexCards and OmniScripts?

1) Lightning Design System (SLDS) | 2) Newport Design System (NDS)

A CSS framework for designers and web developers to easily restyle all OmniStudio components in a single place (Static Resource).

Newport Design System (NDS)

``` What themes can be used when designing FlexCards? A) Camel and Pascal B) Lightning and Newport C) DataRaptor and Integration D) Apex REST and SOQL ```

When configuring data source inputs, what happens when you filter data with the Result JSON Path? A) It pulls only the relevant data to the FlexCard. B) It displays all information available at that stage. C) It allows the FlexCard to be viewed across multiple platforms. D) It edits the FlexCard's theme.

FlexCard element that combines logical groups of other elements. Can be collapsed and nested within one another.

Block Element

FlexCard element that uses the data returned from the data source to populate a list of elements to select from in the canvas. Combines text and parsed merge fields using a rich text editor. Can also be styled using a rich text editor.

Text/Field Element

FlexCard element displays a Salesforce SVGs that you access from the Salesforce Lightning Design System library. Can also be confiugured to perform actions when clicked.

Icon Element

FlexCard element that displays a list of actions to avoid cluttering the UI of the FlexCard.

Menu Elements

FlexCard element that renders text or a button, then executes some logic when clicked.

Action Element.

What are the six (6) available Action Type for a FlexCard Action element.

1) Card 2) Event: Custom and PubSub 3) Flyout 4) Navigate 5) OmniScript 6) Update OmniScript

FlexCard Action element that performs card-level actions, such as reload, update data source, and remove.

Card

FlexCard Action element that can: 1) Fire a Custom Event to notify the parent FlexCard of an event occurring. OR 2) Fire a PubSub Event to notify another component on a page or application of an event occurring.

Event

FlexCard Action element that displays additional information from a child card, OmniScript, or custom Lightning web component (LWC) in a modal or popover.

Flyout

FlexCard Action element that uses a target URL or a PageReference type to enable navigation within Lightning Experience, within Communities, or to an external web address.

Navigation

FlexCard Action element that launches an OmniScript.

OmniScript

FlexCard Action element that updates an OmniScript from a FlexCard embedded as a custom Lightning web component in an OmniScript.

Update OmniScript

``` What can Block elements do within a FlexCard? A) Create a menu from a list of actions. B) Launch OmniScripts. C) Render text that executes and action. D) Combine groups of elements. ```

``` Which action type enables you to launch the same OmniScript from more that one FlexCard? A) OmniScript B) OmniScript Action C) Update OmniScript D) Card ```

TRUE or FALSE: There are specific style options available for the following FlexCard elements: - Action - Datatable - Field - Icon - Menu - Toggle

TRUE

What are the five (5) sections of the FlexCard Style Panel?

1) Alignment 2) Appearance 3) Custom 4) Custom CSS 5) Dimensions

FlexCard Style Panel that updates the padding, margin, and text alignment of an element.

Alignment

FlexCard Style Panel that configures the color, background, and border of an element.

Appearance

FlexCard Style Panel that creates and apply custom classes, and add inline styles to an element.

Custom

FlexCard Style Panel that saves style settings on a FlexCard element as a custom style to use on multiple elements of a FlexCard.

Custom CSS

FlexCard Style Panel that sets the height and width, and configure the responsiveness of your element.

Dimensions

Front End development concept that allows us to set the widths (1-12) to change as the width of the visible area of a page (the viewport) changes. The responsive sizing of elements is a mobile-first approach.

Responsiveness

CSS property to create space between the boundary of your element and the contents inside your element.

Padding

CSS property to create space outside of the border/boundary of your element.

Margin

TRUE or FALSE: The Appearance section in the Style panel allows users to update the text alignment of an element.

FALSE

``` The FlexCard canvas grid is broken down into how many columns? A) 4 B) 8 C) 10 D) 12 ```

TRUE or FALSE: Omniscripts have a fixed architecture.

FALSE Omniscripts architecture is MODULAR. I.e., the frontend is separate from the backend - groups of components interact only through de-coupled interfaces.

TRUE or FALSE: You can use an OmniScript to represent data from different sources.

TRUE

``` Which of the following is a key capability of OmniScripts? A) Restricted to agent consoles. B) Built with code, not clicks. C) Modular in its architecture. D) A and B E) B and C ```

Which core OmniStudio feature is described by the following: | A guided User Experience through sales and service processes.

OmniScript

Which of the following might a customer receive during a guided interaction? A) An email if they don't work quickly enough. B) Contextual help such as information and photos. C) Confirmation of an uploaded image. D) A and B E) B and C

``` What can determine a customer's selections during a guided interaction? A) Options made available to them. B) Recommendations they receive. C) Quality of customer service they get. D) A and B E) A and C ```

``` How can you build OmniScripts with the LWC OmniScript Designer? A) Drag and Drop B) Specialized code C) Configuration D) A and C E) B and C ```

Which of the following features are useful for in-product help displays? A) Contextual information and instruction. B) An easy-to-read JSON format. C) A detailed view of the script's structure. D) High-level metadata.

What are the 6 groups/types of elements you can use to build an OmniScript?

1) Actions 2) Display 3) Functions 4) Group 5) Inputs 6) OmniScripts

Which OmniScript element is described: For calling on other tools to perform various actions: getting or saving data, calculating, sending an email, and so on.

Actions

Which type of OmniScript element is described: For displaying text and images on the screen to enhance the usability of the UI.

Display

Which type of OmniScript element is described: For performing calculations within the OmniScript, showing conditional messages, and providing geolocation.

Functions

Which OmniScript element is described: For grouping elements together on the UI.

Groups

Which OmniScript element is described: For system or user input or selection.

Inputs

Which OmniScript element is described: Reusable OmniScripts to insert and use.

OmniScripts

``` Which element provides autocomplete and search functionality? A) Autocomplete Element. B) Type Ahead Block element. C) Line Break Element. D) Radio Group Element. ```

Which of the following should you consider when designing your OmniScript? A) Which elements are easiest to incorporate. B) Which capabilities you need on the backend. C) Which features need to be visible to the agent. D) A and B E) B and C

Which 3 things makes an OmniScript unique?

1) Type 2) SubType 3) Language

Which OmniScript Action element should be used if you are trying to fetch data from: Salesforce Org - One field only. ``` A) HTTP Action B) Lookup C) DataRaptor Extract Action D) Any Inputs Element E) Remote Action ```

Which OmniScript Action element should be used if you are trying to fetch data from: Salesforce Org-Many fields. ``` A) HTTP Action B) Lookup C) DataRaptor Extract Action D) Any Inputs Element E) Remote Action ```

Which OmniScript Action element should be used if you are trying to fetch data from: API. ``` A) HTTP Action B) Lookup C) DataRaptor Extract Action D) Any Inputs Element E) Remote Action ```

Which OmniScript Action element should be used if you are trying to fetch data from: Anything Apex can access. ``` A) HTTP Action B) Lookup C) DataRaptor Extract Action D) Any Inputs Element E) Remote Action ```

Which OmniScript Action element should be used if you are trying to fetch data from: User. ``` A) HTTP Action B) Lookup C) DataRaptor Extract Action D) Any Inputs Element E) Remote Action ```

What is the RecordId passed to an OmniScript to launch it called?

ContextId.

What does an OmniScript use to match the JSON that comes in from the Integration Procedure to element names? A) Matching B) Alignment C) Parser D) Action Debugger

Which major OmniStudio component is described by the following: Within the Service Management Layer - a declarative, server-side process that can execute multiple actions in a single server call.

Integration Procedure

TRUE or FALSE: IPs allow the use of Batch Processing to prevent Salesforce timeouts.

TRUE

What can Integration Procedures do? ``` A) Send and receive the data we need. B) Directly interact with the User. C) Perform Batch Processing. D) A and B E) A and C ```

Compared to Apex classes, Integration Procedures are what? ``` A) Easier to maintain. B) Difficult to update. C) Less time-consuming to develop. D) A and B E) A and C ```

What are the 4 sections available to the developer within the Integration Procedure Designer?

1) Available Components Panel 2) Structure Panel 3) Element Properties Pane 4) Preview Pane

What are the two types of elements available within the Integration Procedure Designer's "Available Components Panel"?

1) Groups - allows you to group related steps/elements inside a block. 2) Actions - set data values, perform functions, call DataRaptors, invoke Apex classes, send emails, invoke REST endpoints, run other Integration Procedures, etc.

TRUE or FALSE: Integration Procedures have elements to collect information from end-users.

FALSE

Which Integration Procedure "Group" element would be used to accomplish the following: An Integration Procedure caches weekly sales numbers but does not cache stock prices. A) Conditional Block B) Try-Catch Block C) Cache Block D) Loop Block

Which Integration Procedure "Group" element would be used to accomplish the following: Based on a price and a state code, an Integration Procedure calculates the sales tax and reports the total price. A) Conditional Block B) Try-Catch Block C) Cache Block D) Loop Block

Which Integration Procedure "Group" element would be used to accomplish the following: In a scenario where a user is adding products to a cart, one Remote Action within a Loop Block can add all four products. Without a Loop Block, adding four products to a cart would require running four separate Remote Actions. A) Conditional Block B) Try-Catch Block C) Cache Block D) Loop Block

Which Integration Procedure "Group" element would be used to accomplish the following: An Integration Procedure creates and deletes a Contact with a specified LastName and returns an error message if the LastName field is blank. A) Conditional Block B) Try-Catch Block C) Cache Block D) Loop Block

Which panel contains all the Groups and Actions elements? A) Available Components B) Structure C) Properties D) Preview

Which action tells the Integration Procedure what data to pass back to the tool that called it? A) Call Action Element B) Response Action Element C) Data Action Element D) Conditional Action Element

Which of the following illustrates an example of a basic flow of data (in order) using DataRaptors, Integration Procedures, Omniscripts and FlexCards? 1) Get Data: Omniscript calls a DataRaptor Extract (via Integration Procedure) to retrieve data to be edited. 2) Load Data: The Omniscript Calls a DataRaptor Load to write edited data back to Salesforce. 3) Manipulate Data: The Omniscript changes data based on user input. A) 3 B) 1, 2. C) 3, 1, 2. D) 1. E) 1, 3, 2. F) None of the above.

What are the four (4) different types of DataRaptors?

1) Turbo Extract 2) Extract 3) Load 3) Transform

Which of the four (4) DataRaptors is described by the following? Gets data from a single Salesforce object (sObject)

DataRaptor Turbo Extract

Which of the four (4) DataRaptors is described by the following? Gets data from one or more Salesforce sObjects.

DataRaptor Extract

Which of the four (4) DataRaptors is described by the following? Saves data to one or more Salesforce sObjects by: - Updating Salesforce records - Creating Salesforce records - Migrating CSV data into Salesforce records

DataRaptor Load

Which of the four (4) DataRaptors is described by the following? Manipulates any data that comes from inside or outside Salesforce.

DataRaptor Transform

TRUE or FALSE: DataRaptor Transforms can also do all of the following - - Trim, map, restructure, and transform data in JSON, XML, or Custom Schema. - Use formulas and functions to transform data.

TRUE

Why are DataRaptors recommended as a best practice? A) They take less time to create than Apex classes. B) They are easier to maintain. C) They are safer to install. D) A and B. E) A and C.

Which DataRaptor type should you use to populate a PDF with data? A) Turbo Extract. B) Extract. C) Load. D) Transform.

Which of the following tabs are in the DataRaptor Designer? A) String tab B) Extract tab C) Output tab D) A and B E) B and C

TRUE or FALSE: You can use a DataRaptor function to string text together.

TRUE

Which tab in the DataRaptor Designer does the below describe - "Specify the Salesforce objects you want the DataRaptor to query and the filters that determine the data to be returned from the object." A) Extract tab B) Formulas tab C) Output tab D) Options tab E) Preview tab

Which tab in the DataRaptor Designer does the below describe - "Use custom logic and built-in methods to derive new values." A) Extract tab B) Formulas tab C) Output tab D) Options tab E) Preview tab

TRUE or FALSE: DataRaptor formulas are supported by all types of DataRaptors (Extract, Turbo Extract, Transform, and Load).

FALSE Formulas are not supported in Turbo Extracts

Which tab in the DataRaptor Designer does the below describe - "Map data from the extract step JSON to the output JSON." A) Extract tab B) Formulas tab C) Output tab D) Options tab E) Preview tab

Which tab in the DataRaptor Designer does the below describe - "Configure things such as: whether to check the user's access permissions for the fields before executing the DataRaptor. Set the Platform Cache Type to Session Cache for data related to users and their login sessions, or Org Cache for all other types of data." A) Extract tab B) Formulas tab C) Output tab D) Options tab E) Preview tab

Which tab in the DataRaptor Designer does the below describe - "Test the output of the DataRaptor." A) Extract tab B) Formulas tab C) Output tab D) Options tab E) Preview tab

What are the three (3) core tools in the Business Rules Engine?

1) Expression Sets 2) Decision Matrices 3) Decision Tables

Which of the three (3) core tools in the Business Rules Engine does the below describe? "A series of rules you create with elements. Each element in a set forms a logical step that runs sequentially. Evaluates conditions, perform mathematical operations, look up decision tables and matrices, and perform multiple transformations simultaneously. You can them to workflows created with Flow, OmniStudio, and third-party tools."

Expression Set

Which of the three (3) core tools in the Business Rules Engine does the below describe? "Matches input values to a table row and returns the output values of the row. You can call them directly inside expression sets or use them as a standalone tool. "

Decision Matrix

Which of the three (3) core tools in the Business Rules Engine does the below describe? "Provides multiple matching outcomes for the same set of inputs. They read rules from Salesforce objects and support different operators for each field in the object."

Decision Table

How can a developer navigate to the Business Rules Engine?

Simply go to the app launcher and search for it to get started.

TRUE or FALSE - All of the following are examples of business challenges that the Business Rules Engine can help to address - 1. High technical complexity 2. Limited flexibility 3. Lack of advanced functionality 4. Limited integration 5. Lack of transparency 6. Performance issues

TRUE

These items describe benefits from the Business Rules Engine for which industry: 1. Fee reversal eligibility 2. Account alerts triggering conditions Available Industries: Manufacturing Healthcare, Public Sector, Insurance, Communications, Financial Services

Financial Services

These items describe benefits from the Business Rules Engine for which industry: 1.Prior approval from payer 2. Compliance Available Industries: Manufacturing Healthcare, Public Sector, Insurance, Communications, Financial Services

Healthcare

These items describe benefits from the Business Rules Engine for which industry: 1. License and permit applications 2. Benefits determinations Available Industries: Manufacturing Healthcare, Public Sector, Insurance, Communications, Financial Services

Public Sector

These items describe benefits from the Business Rules Engine for which industry: 1. Quoting and premium calculations 2. Claim evaluation Available Industries: Manufacturing Healthcare, Public Sector, Insurance, Communications, Financial Services

Insurance

These items describe benefits from the Business Rules Engine for which industry: 1. Service plan upgrades 2. Discount eligibility 3. Recommended offering 4. CPQ integration Available Industries: Manufacturing Healthcare, Public Sector, Insurance, Communications, Financial Services

Communications

These items describe benefits from the Business Rules Engine for which industry: 1. Partner warranty support 2. Internet of Things (IoT) actions 3. Asset lifecycle Available Industries: Manufacturing Healthcare, Public Sector, Insurance, Communications, Financial Services

Manufacturing