OmniStudio-Consultant Practice Questions

When a call center agent interacts with a customer, the agent must have all of the customer's related information available for a quick response. The business requires the agent to have access to:

• A view with information about a customer account

• A list of contacts and cases associated with the account

• All information should be on one screen

What OmnlStudio tool should be used to meet this requirement?

A business is creating a new OmniScript that will allow agents to launch a guided selling process from an account detail page. The consultant reviews the initial design proposed for the OmniScript and sees that the process the following steps:

• Step 1: Enter account name to retrieve account information

• Step 2: Review and edit account information

• Step 3: Select products

• Step 4: Enter payment information

Following best practices, what suggestion should the consultant make to improve the design?

When a customer calls to add a new primary contact to their account, call center agents need to complete a I contact form. The agent enters the new contact information using an OmniScript and then needs to generate PDF with the contact information pre-filled that can be shared with the customer.

Which OmniStudio tool should the consultant recommend to generate the pre-filled PDF'

An insurance company decides to implement a sales console for the sales representatives that displays or provide access to customer information. The consultant reviews all the information required and determines that FlexCards would be the best solution to display part of the required information.

Which two pieces of data should the consultant recommend displaying using FlexCards'

Choose 2 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 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

In OmniScript, how can pages or groups of fields be controlled based on the choices made by the user?

A consultant is working with a client who wants to create guided interactions using data from their Salesforce org and external sources.

Which Omnistudio tool should the consultant recommend for creating these guided interactions?

A Salesforce Omnistudio Consultant is validating an Omniscript they have developed for a client. The client has specific business requirements that the

script must meet.

What is the best way for the consultant to ensure that the Omniscript meets the client's business requirements?

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?