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Salesforce Certified OmniStudio Consultant Exam (Plat-Con-201)
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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 company is designing a new console for contact center agentsto display case data for customers. All cases will be fetched using a single DataRaptor. This page needs to display cases as follows: * "Open" cases with case description, case open date, case type, assigned to and priority fields. Open cases should be highlighted with a red border. * "Awaiting Closure" cases with case description, last action taken date, resolution, approval reason for closure, and assigned to fields. These cases should be highlighted with a grey border. * "Closed" cases with case description, resolution, case closed date fields with a link to duplicate cases. How should the consultant design the FlexCard solution to meet these requirements?
An insurance company wants to create an OmniScript that allows the user to review and change account number such as phone number and website. In this process, the following functionality is needed: • Enter the company's website • Enter the account phone number • Each field should display on a separate line of the page Which three elements should the consultant include in the OmniScript design solution? Choose 3 answers
A client wants to create an OmniScript to capture customer satisfaction. The process requires the following actions: • Present the user with a customer satisfaction question that allows them to select one option from a 1-5 satisfaction rating. • Create a case for an account team member to follow up. • Email a summary message to the user. Which OmniScript elements should the consultant recommend to meet these requirements'
A consultant is working with a client who wants to display specific account information on a Flexcard. The client wants to include account status, priority level, creation date, and company logo. They also want to include actions such as closing a case, opening a new case, or creating a task. What is the best approach for the consultant to meet the client's requirements?
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?
which of the following are Integration Procedure Actions?
A company wants to create a guided process for their customers. The process needs to retrieve data from Salesforce as well as external systems, and the steps of the process will branch depending on input from the user. Users will complete the process in a single session. How should the consultant design the solution to meet these requirements?
A business plans to implement new tools for their call center agents to increase efficiency and improve customer experience. The business needs to reduce new agent ramp-up time. During the discovery phase of the project, the business identifies the following requirements for the project: • Easy access to frequent processes • "At a glance" dashboards of customer information • Lists of customer bills, which are stored on an external system Which two FlexCard benefits should the consultant highlight when presenting a proposed solution? Choose 2 answers
The design team creates a mock-up proposal of an OmniScript for sales that includes more than 25 steps. Th consultant reviews the proposal and sees that the OmniScript will be used for three different and complex sal processes: change of plan, new sale, and loyalty. The user will select the type of sale at the beginning of the interaction, and then the OmniScript will branch into either change of plan, new sales, or loyalty processes. E process will contain multiple decision points for the user. Following best practices, what should the consultant recommend to improve the planned design of this OmniScript?