| Exam Code | OmniStudio-Consultant |
| Exam Name | Salesforce Certified OmniStudio Consultant Exam (Plat-Con-201) |
| Questions | 184 Questions Answers With Explanation |
| Update Date | July 16,2026 |
| Price |
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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. Display warning to users based on logical conditions
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
Which element allows a user to retrieve data from a single field and display it in a dropdown list?
A. Calculation Action
B. DataRaptor Extract Action
C. Lookup
D. Select
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. Customer IntellView
B. Lightning Record Page
C. OmniScript
D. FlexCards
A business implements several OmniScripts and requests a design review to identify possible improvements. During the review, the consultant notices that each OmniScript needs to update address data, but each OmniScript collects the information differently using different labelsand input elements. What can the consultant recommend to improve these OmniScripts?
A. Create new versions of the OmniScripts to collect the address information.
B. Create a reusable OmniScript to update address information.
C. Use a DataRaptor Transform to standardize the data format.
D. Add an address typeahead element to all the OmniScripts.
A consultant has a project with the following requirement: "Agents need to follow a standard customer greeti…. script in order to ensure brand consistency." Which OmniScript element should the consultant recommend to ensure the agents can see and follow these standard scripts?
A. Input Block
B. Text Area
C. Headline
D. Step
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
Which three functions are performed by Action elements in OmniScript? Choose 3 answers
A. Display error messages to the user
B. Get and update data through APIs
C. Organize data into multiple pages
D. Send DocuSign emails for signature
E. Get and update data in Salesforce
Topic: Salesforce API You want to display Chatter feeds, users, groups, and followers, especially in mobile applications. Also, you want to provide programmatic access to files, recommendations, topics, notifications, and Data.com purchasing. Which of the following option should you use to do this?
A. Streaming API
B. REST API
C. Tooling API
D. Chatter REST AP!
E. Chatter SOAP API
A business wants to display customer 360° information in a console for their call center agents. The customer information will come from a variety of sources, and the information should be grouped together logically. The agents will need to take different actions depending on the context of each group of information. Which tool should a consultant recommend to meet this requirement?
A. Omniscript
B. Lightning web components
C. Visualforce Page
D. FlexCards
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. Parent FlexCard with multiple Child and Card Actions
B. Parent FlexCard with multiple Child and different Card States
C. Parent FlexCard with single Child and multiple Card States
D. Parent FlexCard with single Child and Card Actions
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?
A. Using three FlexCards
B. Using a single FlexCard with three states
C. Using a single FlexCard with multiple card filters
D. Using a single FlexCard with three flyouts
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. Number
B. Text Area
C. Telephone
D. Line Break
E. Text
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. Radio Group, Remote Action, and Messaging Action
B. Multi-Select, Remote Action, and Email Action
C. Radio Group, DataRaptor Post Action, and Email Action
D. Edit Block, DataRaptor Post Action, and Messaging Action
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?
A. Use Omniscripts to ,,, script that display .. required information
B. Use the Flexeard Designer to create a Flexcard, adding the necessary fields and actions.
C. Use Integration Procedures to integrate the necessary data
D. Use Data Mappers to transfer and transform the necessary data.
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?
A. • A header FlexCard for client information with a Flyout for profile attributes• Child FlexCards for investment instruments with a Flyout for additional information
B. • A header FlexCard for client information and profile attributes• FlexCards for investment instrument information
C. • An OmniScript with a Step for client information• Block Elements for investment instruments
D. • A header FlexCard for client information and profile attributes• Child FlexCards for investment instruments with a Flyout for additional information
which of the following are Integration Procedure Actions?
A. Email
B. OmniScript
C. PDF
D. Type Ahead
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. FlexCards and Integration Procedures
B. FlexCards and DataRaptors
C. OmniScripts and Integration Procedures
D. OmniScripts and DataRaptors
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
A. Guide users through complex processes
B. Display differentactions based on context
C. Allow customers to enter bill payment information
D. Display a 360° view of the customer
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?
A. Pass the process type as an input parameter.
B. Add more conditional views to branch the OmniScript into logical sections.
C. Add more Step elements to create shorter pages.
D. Create a specific OmniScript for each business process.
