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Salesforce OmniStudio-Consultant Exam Sample Questions 2025

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Salesforce Spring 25 Release
122 Questions
4.9/5.0

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. Calculation

B. Messaging

C. Alert

D. Formula

B.   Messaging
D.   Formula

Explanation:

The two OmniScript features that the consultant should recommend to meet this validation requirement are: Messaging and Formula. A Messaging element is an element that can display a text message with an icon and a color, such as blue for information or yellow for warning. The consultant can use a Messaging element to display an error message stating that the age cannot be less than 18 if the user’s birthday indicates they are under 18 years old. A Formula element is an element that can perform calculations or validations on data values using expressions or functions. The consultant can use a Formula element to validate the user’s birthday by subtracting it from the current date and checking if the result is greater than or equal to 18 years.

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. OmniScripts

B. FlexCards

C. Integration Procedures

D. DataRaptors

B.   FlexCards

Explanation:

FlexCards are an essential tool in the OmniStudio suite, designed specifically for displaying data and launching actions in a contextual and concise way. They are single-source, configurable user interface (UI) components that provide a 360-degree view of a customer.

Displaying Data: FlexCards can pull data from various sources (e.g., Salesforce objects, external APIs via Integration Procedures) and present it in a clean, organized layout. This allows users to see critical information at a glance.

Launching Actions: FlexCards are highly interactive. They can launch a variety of actions, such as:
→ Opening an OmniScript
→ Navigating to a different record or page
→ Calling an Integration Procedure to update data
→ Sending an email or a message

Why the Other Options Are Incorrect?

A. OmniScripts: While OmniScripts also display data and launch actions, their primary purpose is to guide users through a series of steps to complete complex business processes. They are a multi-step, multi-screen process flow, not a single UI component for displaying data at a glance.

C. Integration Procedures: These are server-side processes used for retrieving and updating data from various sources. They do not have a user interface and cannot be used to display data or launch actions directly. They are often called by OmniScripts and FlexCards.

D. DataRaptors: These are also server-side tools used for data transformation. DataRaptors are primarily used to extract, load, transform, and save data. They do not have a user interface and are not used to display data or launch actions. They are often used within Integration Procedures and OmniScripts.

Reference:
For further information, you can refer to the official Salesforce documentation and training materials for the OmniStudio suite, specifically the modules covering FlexCards and their use cases.

A business needs a 360° view of their accounts, including a FlexCard to display all of the products sold to the account. The business identified 20 different data elements and 10 actions that users would need when viewing the product information. Once all of the elements were collected together on the FlexCard, it looked cluttered.

What FlexCard feature should the consultant recommend to address this issue?

A. Zones

B. States

C. Actions

D. Flyouts

D.   Flyouts

Explanation

The business requires a 360° view of accounts with a FlexCard displaying all products sold, including 20 data elements and 10 actions. The resulting FlexCard appears cluttered due to the large number of elements and actions. The consultant needs to recommend a FlexCard feature to address the clutter while maintaining functionality.

Let’s evaluate the options:

Flyouts (D):

Why it fits: Flyouts in FlexCards are used to display additional details or actions in a pop-up or modal window when a user interacts with an element (e.g., clicking a product in a Data Table or Repeat Block). By moving some of the 20 data elements and 10 actions into Flyouts, the consultant can declutter the main FlexCard canvas. For example:

The main FlexCard could show a concise Data Table with key product fields (e.g., Product Name, Price, Quantity) and a "Details" button.

Clicking the button opens a Flyout displaying the remaining data elements (e.g., product specifications, purchase date) and actions (e.g., edit product, initiate return).

Flyouts keep the primary view clean and focused, presenting additional information and actions only when needed, improving user experience and addressing the clutter issue effectively.

How it works: In the FlexCard Designer, a Flyout is configured as an Action or Element property, triggered by user interaction (e.g., clicking a button or row). The Flyout can contain additional fields, child FlexCards, or actions, organized to present the 20 data elements and 10 actions in a structured, on-demand manner.

Zones (A):

Why it’s incorrect: Zones in FlexCards are layout containers used to organize elements into sections (e.g., header, body, footer) on the canvas. While Zones help structure the layout, they don’t inherently reduce clutter when dealing with a large number of data elements and actions. Adding 20 data elements and 10 actions within Zones would still overwhelm the UI, as Zones only group content, not hide or defer it like Flyouts.

States (B):

Why it’s incorrect: States in FlexCards control conditional visibility of elements based on data or business logic (e.g., showing different fields for active vs. inactive accounts). While States can hide irrelevant elements, they are not designed to manage clutter caused by a high volume of data elements and actions. Using States to toggle between subsets of the 20 elements or 10 actions would require complex logic and user interaction, making the UI less intuitive and not directly addressing the clutter issue.

Actions (C):

Why it’s incorrect: Actions in FlexCards (e.g., buttons or links to invoke OmniScripts, Integration Procedures, or navigations) are already part of the 10 actions required. Adding more Actions or relying solely on them doesn’t address the clutter caused by displaying 20 data elements and 10 actions simultaneously. Actions are functional triggers, not a layout or presentation solution for reducing visual overload.

Recommended Solution

Use Flyouts to offload secondary data elements and actions from the main FlexCard canvas. For example:

Display a Data Table or Repeat Block with 5-7 key product data elements (e.g., Product Name, SKU, Price) to keep the main view clean.

Add a button or link in each row/card to open a Flyout containing the remaining data elements (e.g., warranty details, serial number) and the 10 actions (e.g., edit, delete, or custom processes like initiating a refund).

Configure Flyouts in the FlexCard Designer to trigger on user interaction, ensuring the additional 13-15 data elements and 10 actions are accessible without cluttering the primary view.

Optionally, organize Flyout content using Zones within the Flyout for better structure, but Flyouts are the primary feature to address the clutter.

References

Salesforce Help: Add Flyouts to a FlexCard – Describes how Flyouts display additional data or actions in a pop-up to reduce clutter on the main FlexCard canvas.

Trailhead: Style FlexCard Elements – Explains how Flyouts can be used to manage complex data and actions in a user-friendly way.

Salesforce Help: Create a Flexcard (Managed Package) – Covers designing FlexCards with Flyouts to optimize UI for large datasets and actions.

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. 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.

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

Explanation

The most efficient and scalable approach is to use a single FlexCard with multiple card states, each representing a different layout or styling based on case priority.

State 1 (Low/Medium Priority):

Displays standard case information

Includes the Update Account Info action

State 2 (High Priority):

Displays the same or similar case data

Includes Escalate action

Applies visual differences such as red border and alert notification

By applying state-level conditions to filter which state is rendered based on the case priority field, the card automatically switches presentation without duplicating entire cards or cluttering a single state with excessive conditional logic.

Why Other Options Are Less Efficient

B. One card state with conditional fields/actions → Possible, but becomes messy when styling (like red borders and alerts) must be conditionally applied. Harder to maintain.

C. Two FlexCards with one state each and show/hide logic → Unnecessary duplication. FlexCards should avoid being split unless used in different locations.

D. Two completely separate FlexCards → Least efficient. Harder to maintain and deploy.

Salesforce Reference

Card States (Managed Package)

What is the purpose of Step elements in an OmniScript?

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

A.   Organizes the script into one or more pages

Explanation:

A Step element is a fundamental building block of an OmniScript. Its primary purpose is to group other elements (like input fields, blocks, and actions) into a single, cohesive screen or "page" within a guided process. This organization is crucial for creating a user-friendly, multi-step workflow.

When a user navigates through an OmniScript, each new screen they see is a different Step. The Step element controls the display of its contained elements, and also provides the standard "Next" and "Previous" navigation buttons that allow users to move through the process.

🟢 A. Organizes the script into one or more pages: This is the core function of a Step element. It acts as a container for all the elements that will be presented to the user on a single screen.

Why the Other Options Are Incorrect?

B. Groups elements that extract data: This is a function of a Block element, not a Step. A Block is a type of container used to group related elements, often for data extraction or conditional display, within a single step.

C. Enables the use of repeatable blocks: This is a specific property of a Block element, not a Step. A Block can be configured as "Repeatable" to allow users to dynamically add multiple instances of a group of fields, such as for adding multiple contacts or products.

D. Allows the user to input data: This describes the purpose of Input elements (like Text, Number, or Select), which are placed inside a Step. While a Step contains these elements, the Step itself doesn't directly allow for data input; it's the container for the elements that do.

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