OmniStudio-Consultant Practice Test
Updated On 18-Sep-2025
122 Questions
What is the purpose of the Messaging element in OmniScript?
A. Display a custom styled message
B. Send email/text to users based on logical conditions
C. Trigger an event to external data sources based on logical conditions
D. Displaya warning to users based on logical conditions
Explanation:
The purpose of the Messaging element in OmniScript is to display a warning to users based on logical conditions. A Messaging element can show a message with an icon and a color, such as red for error or green for success. The message can be configured to appear or disappear based on certain criteria, such as field values or user actions.
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. DataRaptor Load
B. DataRaptor Extract
C. DataRator Turbo Extract
D. DataRaptor Transform
Explanation:
The type of DataRaptor that should be recommended to meet this requirement is DataRaptor Transform. DataRaptor Transform allows the designer to transform data from one format to another using templates. In this case, a PDF template can be used to generate a PDF summary of the order. DataRaptor Load is used to write data to Salesforce or an external system. DataRaptor Extract is used to retrieve data from Salesforce or an external system. DataRator Turbo Extract is used to retrieve data from Salesforce in batch mode.
A business wants to create a reusable OmniScript to capture customer payment information during the order process. The business decides that the first step of the payment process should include:
• Payment type (credit card or bank account)
• Payment amount
Which two elements should the consultant recommend for this step of the process? Choose 2 answers
A. Number
B. Radio
C. Multi-select
D. Currency
D. Currency
Explanation:
The two elements that the consultant should recommend for this step of the process are: Radio and Currency. A Radio element can display a list of options for the user to choose from, such as payment type. A Radio element allows only one option to be selected at a time, and can also have icons for each option. A Currency element can display a field for the user to enter a currency value, such as payment amount. A Currency element can also have validation and formatting options, such as minimum and maximum values, decimal places, etc
A company has account Information that they want to display to agents in a summarized view. For each account they want to display icons that allow the user to launch guided processes for frequent tasks. The processes a reused in other parts of the business.
Which three OmniStudio tools are needed to meet these requirements?
Choose 3 answers
A. FlexCards
B. Flyouts
C. OmniStudio Actions
D. Navigate Actions
E. Omni Script
C. OmniStudio Actions
E. Omni Script
Explanation:
The three OmniStudio tools that are needed to meet these requirements are: FlexCards, OmniStudio Actions, and OmniScript. A FlexCard is a tool that can display data and actions in a card format. The consultant can use a FlexCard to display the account information and icons for each action. An OmniStudio Action is a button that can invoke an OmniScript or an Integration Procedure from a FlexCard. The consultant can use OmniStudio Actions to launch guided processes for frequent tasks, such as change of plan, new sale, or loyalty. An OmniScript is a tool that can design customer interactions using elements and actions. The consultant can use OmniScripts to create the guided processes for each task.
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. 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
Explanation:
To ensure that agents provide an email address when requesting a receipt, the OmniScript must enforce dynamic validation during the payment process. Since the email field is optional in the first step but becomes mandatory if a receipt is requested, the solution requires real-time error handling without disrupting the user experience. The best approach is to use the Set Errors element, which can validate conditions mid-flow and prevent progression until the email is supplied. This method keeps validation within the OmniScript, eliminating the need for backend rules or complex data retrievals.
Why "Set Errors" is the Right Choice:
Real-Time Validation → The element checks conditions (e.g., "receipt requested but email missing") and displays errors immediately.
User-Friendly → Agents are guided back to the first step seamlessly, avoiding system errors or failed transactions.
No Backend Changes → Unlike Validation Rules or DataRaptors, this requires no modifications to Salesforce objects or integrations.
Why Other Options Fail:
B (DataRaptor): Overkill for simple validation.
C (Validation Rule): Only triggers on record save, not OmniScript navigation.
D (Conditional View): Hides elements but doesn’t enforce rules.
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