Salesforce Certified OmniStudio Consultant Exam Dumps & Practice Test Questions

Question 1:

A company needs to run several calculation steps on each contact within a list using an Integration Procedure. What feature should be used to repeat multiple actions for each individual contact?

A. Conditional Block
B. Loop Block
C. DataRaptor Transform Action
D. Batch Action

Correct answer: B

Explanation:

When working with Salesforce Industries (formerly Vlocity), Integration Procedures are used to perform fast, server-side processing involving multiple steps such as data transformations, record retrievals, and complex business logic. If your business use case involves executing the same logic repeatedly for each item in a list, such as a set of Contacts, then the Loop Block is the tool specifically built for that purpose.

The Loop Block allows the Integration Procedure to iterate through an array of records, executing defined actions (like DataRaptor calls or calculation steps) for each item. So, in this case, if a list of Contact records is passed into the procedure, the Loop Block enables it to run the same set of steps for each contact. This might include calculating custom fields, fetching related records, or updating data structures.

Let’s examine the other options:

• A. Conditional Block: This block is designed to determine whether or not certain steps should execute based on logical conditions, such as a field value or flag. While it helps with flow control, it doesn’t allow repetition or iteration over a list.

• C. DataRaptor Transform Action: This is great for performing transformations and mappings on data, but it doesn’t iterate by itself. It processes whatever data it’s passed—so if you want to apply it individually to each Contact, it needs to be placed inside a Loop Block.

• D. Batch Action: This block is used to run another Integration Procedure or OmniScript for each item in a batch, making it useful for modular or reusable designs. However, it’s often considered more advanced and complex for use cases that can be handled more directly using a Loop Block.

In summary, for applying a consistent series of steps to each item in a list—such as running calculations on each Contact—the Loop Block is purpose-built for this scenario. It simplifies repetitive logic, ensures clean execution for each list item, and is easier to implement and maintain than other alternatives. Therefore, the correct answer is B.

Question 2:

A company wants to guide customers through a multi-step process that involves both internal Salesforce data and external systems. The process includes decision-based branching and should be completed in one user session. 

Which combination of tools best meets this requirement?

A. OmniScripts and Integration Procedures
B. FlexCards and DataRaptors
C. OmniScripts and DataRaptors
D. FlexCards and Integration Procedures

Correct answer: A

Explanation:

For companies building interactive, guided processes that incorporate conditional logic, real-time data retrieval, and a seamless single-session user experience, the best solution offered by Salesforce Industries is the combination of OmniScripts and Integration Procedures.

Let’s explore how each component plays a role:

• OmniScripts are built to create dynamic, step-by-step workflows. They support user inputs, conditional branching, and modular UI components, making them ideal for creating a guided process. Each step in the OmniScript can adapt based on user responses, enabling personalized experiences.

• Integration Procedures act as the powerful backend engine that supports OmniScripts by retrieving data from Salesforce or external systems via APIs. They execute without user interface components, ensuring fast and efficient processing. They are capable of chaining together multiple operations—such as reading and writing data or transforming it—within a single transaction.

Now, evaluating the alternatives:

• B. FlexCards and DataRaptors: FlexCards are great for displaying data but are not intended for managing guided processes or multi-step navigation. DataRaptors are limited to Salesforce data and cannot interact with external systems. This combo does not support conditional flows or complex logic.

• C. OmniScripts and DataRaptors: OmniScripts are the right UI tool, but DataRaptors alone cannot access external systems. This pairing would not meet the requirement to integrate external data into the process.

• D. FlexCards and Integration Procedures: This pairing allows for external data integration (via Integration Procedures), but FlexCards are read-only presentation components. They lack the capability for multi-step interaction or branching logic based on user input.

In conclusion, only the combination of OmniScripts and Integration Procedures supports:

• Real-time interaction with Salesforce and external systems

• Conditional branching based on user inputs

• Session-based execution (without saving/resuming)

• A guided, interactive flow that adapts to each customer

Thus, A is the most complete and accurate answer to meet all the stated needs.

Question 3:

A company wants to display all cases related to an account within a canvas and also allow users to create new cases directly from that view. The consultant plans to use FlexCard states to implement this. 

Which state type should be used to enable case creation directly within the canvas?

A. Edit Mode State
B. New Card State
C. Blank Card State
D. Active Card State

Correct answer: B

Explanation:

FlexCards in Salesforce Industries are used to present data visually and allow users to interact with it. These cards can have multiple “states” that dynamically change based on user behavior or conditions such as clicking a button or selecting a value. In the scenario, the goal is to display related cases and also enable new case creation from within the same user interface, specifically from a canvas that hosts the FlexCard.

The appropriate way to support record creation in a FlexCard is by using a New Card State. This state renders the FlexCard in a format that supports data entry, typically showing input fields that users can fill out to create a new record—in this case, a Case object. When this state is activated, users are presented with an empty form styled like the rest of the card but ready for new input, making it highly intuitive and user-friendly.

Let’s evaluate the other options:

• Option A (Edit Mode State): This is used when editing existing records. If a user selected a case from the list and needed to update its information, this state would be appropriate. However, since the requirement is to create a new record, this state doesn't fit.

• Option C (Blank Card State): A Blank Card State is displayed when there is no data to show, such as when the system query returns no matching records. It serves more as a placeholder or message, not as a data entry mechanism.

• Option D (Active Card State): This is the default state a FlexCard displays when it loads. It typically shows existing record data and supports actions such as navigation or launching Flyouts. However, it is not intended for data entry.

By leveraging a New Card State, the consultant can allow users to initiate the case creation process directly from the canvas without navigating to another page or system module. This ensures a seamless user experience and aligns with Salesforce Industries' best practices for low-code data manipulation and FlexCard interaction design.

Thus, the correct and most efficient approach is to use the New Card State, making Option B the right answer.

Question 4:

A company needs a FlexCard for mobile plan details within their Customer 360° console. The FlexCard should allow users to: (1) start a process to get usage data, (2) create a new case, (3) open a promotions webpage, and (4) initiate a SIM card change. 

What combination of tools should be used to design this solution?

A. Event, Navigate and Card
B. OmniScript and Navigate
C. Flyout and OmniScript
D. Custom Event and Redirect URL

Correct answer: C

Explanation:

This use case involves presenting mobile plan details in a FlexCard while offering multiple user actions. These actions include running processes (like retrieving consumption data or changing a SIM card), opening a webpage (for promotions), and creating a case—all of which require a combination of guidance, interactivity, and navigation within the Customer 360° console.

The optimal design uses two main Salesforce Industries components:

1. Flyouts – These allow the FlexCard to launch an embedded OmniScript, DataRaptor, or another FlexCard within a panel or overlay without navigating away from the main page.

2. OmniScripts – Used to create interactive, step-by-step processes, ideal for actions such as retrieving plan usage data, initiating a SIM change, or logging a case.

Here’s why Option C (Flyout and OmniScript) is the best solution:

• Flyouts provide modularity. You can assign one Flyout to handle usage data retrieval, another to start a SIM card change process, and yet another for creating a case—all without cluttering the main FlexCard interface.

• OmniScripts inside the Flyouts offer the logic and process orchestration required for the above tasks.

• For simple redirection (like opening a promotions web page), a Navigate action can be embedded directly into the FlexCard or within the OmniScript for additional logic.

Let’s break down why the other choices fall short:

• Option A (Event, Navigate, and Card): Too generic. Events and Navigate actions are useful, but "Card" alone doesn’t handle interaction or logic. This option lacks process management capabilities.

• Option B (OmniScript and Navigate): Close, but misses Flyouts. Embedding multiple OmniScripts directly into a FlexCard can overcrowd the layout. Flyouts keep things clean and manageable.

• Option D (Custom Event and Redirect URL): Works for external navigation but fails to address internal business logic or complex user interactions. It doesn’t support launching interactive processes like OmniScripts.

To deliver a seamless, efficient, and guided user experience that supports both navigation and logic-driven workflows, combining Flyouts with OmniScripts provides the most robust and scalable solution. Therefore, Option C is the correct answer.

Question 5:

A business plans to design a new online purchasing experience that allows customers to enter contact and address details, mandates age and gender, optionally captures income range, computes product-specific discounts based on this data, and saves personalized product suggestions along with those discounts. 

Which three tools should be used to implement this solution?

A. Integration Procedures
B. OmniScript
C. Expression Sets and Decision Matrices
D. OmniOut
E. FlexCard

Correct answers: A, B, C

Explanation:

To build a dynamic and personalized customer buying experience in Salesforce Industries (OmniStudio), you need to utilize tools that support both frontend user input and backend business logic execution. The scenario includes multiple stages: capturing user information, applying logic to calculate discounts, and storing a list of recommended products with pricing data. This complex journey can be efficiently managed using three key components: OmniScript, Integration Procedures, and Expression Sets with Decision Matrices.

• OmniScript (B) is the optimal tool for designing user-driven, guided experiences. It supports structured input forms with validation, required fields, and dynamic behavior (like hiding or showing fields based on user input). It’s perfect for capturing contact information, address, age, gender, and an optional income bracket. It ensures that users follow a consistent, user-friendly journey while providing all necessary data for further processing.

• Integration Procedures (A) execute server-side operations like data retrieval, transformation, and storage. Once the customer has submitted their data via the OmniScript, an Integration Procedure can process that input, calculate the discount for each product, and save the list of recommendations. IPs are designed for performance and scalability, especially when handling complex backend logic without needing user interaction.

• Expression Sets and Decision Matrices (C) enable no-code business logic. A Decision Matrix maps input values (e.g., age, gender, income) to predefined outcomes like discount percentages. Expression Sets allow for formulas and conditional logic, helping to dynamically generate outputs that match business criteria. This combination is ideal for implementing flexible, easily maintainable rules for discount calculations.

Let’s briefly rule out the incorrect options:

• OmniOut (D) is used to export data to external systems. Since this scenario doesn’t involve data transfer outside Salesforce, OmniOut is unnecessary.

• FlexCard (E) is a presentation component used to display summarized information. While it could show the product discounts, it doesn’t contribute to data capture or backend logic, which are the core parts of the buying journey in this case.

In conclusion, the combination of OmniScript for collecting user input, Integration Procedures for processing and storing data, and Expression Sets with Decision Matrices for business rule logic creates a comprehensive solution that addresses all of the outlined requirements. The correct tools are A, B, and C.

Question 6:

Which of the following options are valid actions that can be used within an Integration Procedure in OmniStudio?

A. Email
B. PDF
C. TypeAhead
D. OmniScript

Correct answers: A and B

Explanation:

In OmniStudio, an Integration Procedure (IP) is a server-side automation process designed to execute logic like calling APIs, transforming data, or generating outputs—all without requiring user interaction. Inside an IP, developers can configure a variety of actions, which serve as building blocks for defining the desired processing flow.

Among the available action types, Email and PDF are valid Integration Procedure actions:

• Email Action (A) allows the Integration Procedure to send emails. This action can use templates or dynamically generated content based on user data. For example, after a product order or service request is processed, the IP could send a confirmation or summary to the customer automatically.

• PDF Action (B) enables the system to generate PDF documents. This might include quotes, invoices, receipts, or reports created from Salesforce data. This action is especially useful for customer-facing documentation that must be preserved or delivered in printable formats.

Now, evaluating the incorrect options:

• TypeAhead (C) is a user interface feature typically used within OmniScripts or FlexCards. It enables fields to auto-suggest options as the user types, enhancing the UX. However, because Integration Procedures are server-side tools without a user interface, TypeAhead is not a valid IP action.

• OmniScript (D) refers to a frontend orchestration tool used to guide users through data entry or service processes. While an OmniScript can call an Integration Procedure to execute backend logic, the reverse is not true—you cannot call an OmniScript from within an IP. Therefore, it’s not an action available inside Integration Procedures.

To summarize, only server-side, logic-driven actions such as Email and PDF generation belong in Integration Procedures. UI-driven or interactive components like TypeAhead and OmniScript are not applicable in this context. Hence, the correct answers are A and B.

Question 7:

A consultant is tasked with designing a guided user experience for a call center agent who needs to collect customer information, display relevant product offers, and submit the data to Salesforce in a seamless flow. 

Which OmniStudio tool should the consultant use to build this solution?

A. Integration Procedures
B. FlexCards
C. OmniScripts
D. DataRaptors

Correct Answer: C

Explanation:

In Salesforce OmniStudio, the correct tool for creating a guided, step-by-step user experience is the OmniScript. This tool is designed specifically to help users collect data, navigate through decision trees, interact with external data sources, and submit information — all within a consistent and structured interface.

In the scenario described, the call center agent must gather input from the customer, display conditional content (like product offers), and submit the collected data to Salesforce. OmniScripts are ideal for such use cases because they offer prebuilt actions, decision elements, and UI elements that allow users to interact with both internal and external systems without writing code.

Here’s why the other options are incorrect in this context:

• A. Integration Procedures are used to orchestrate and execute data from multiple sources efficiently, particularly in the backend. They don’t offer a UI and are better suited for server-side logic, often invoked from OmniScripts or FlexCards.

• B. FlexCards are used to display contextual information on a page — such as showing a customer’s profile or order status. While they support actions like launching OmniScripts, they are not used to build guided workflows themselves.

• D. DataRaptors are responsible for transforming and moving data between Salesforce and OmniStudio tools. They are utilities used inside OmniScripts or Integration Procedures to retrieve, transform, and save data.

In summary, when a consultant is building a step-by-step interface to guide users through data collection, dynamic display, and data submission, OmniScripts are the correct tool to use. They allow for seamless integration with data services and external systems while providing a user-friendly interface tailored to business processes.

Question 8:

A healthcare provider wants to show a patient’s medical history, upcoming appointments, and personalized recommendations on a single view when a service agent opens the patient's record. This information comes from multiple systems including Salesforce and external APIs. 

Which OmniStudio component is best suited to display this information in a consolidated and dynamic format?

A. Integration Procedure
B. OmniScript
C. FlexCard
D. DataRaptor Extract

Correct Answer: C

Explanation:

When the requirement is to display contextual, dynamic information from various data sources in a consolidated view, the best solution is a FlexCard. FlexCards are UI components in Salesforce OmniStudio that allow consultants to build modular, responsive, and reusable visual components. These cards are typically used to surface key information to users quickly, based on contextual data like a record ID.

In this healthcare scenario, a service agent needs to view a patient’s details pulled from multiple systems. A FlexCard can be configured to extract and display information such as:

• Medical history from an external system via API

• Upcoming appointments from Salesforce

• Personalized care recommendations based on internal rules or AI models

FlexCards can use DataRaptors or Integration Procedures as data sources. They are highly performant and can display data using JSON templates, conditional formatting, and even embed actions — such as launching an OmniScript or opening a new case.

Here’s why the other choices are not ideal:

• A. Integration Procedures are backend tools used to fetch and manipulate data from multiple sources but do not render a UI. They can feed data into a FlexCard but cannot display it directly.

• B. OmniScripts are used to collect input and guide users through a workflow. While powerful, they are not intended for displaying static or semi-static information summaries.

• D. DataRaptor Extract is a utility used to pull data from Salesforce objects or external sources. It supports the data needs of OmniStudio components but doesn’t provide any UI rendering capabilities.

To meet the business need of presenting cross-system patient data in a clean and dynamic UI, FlexCards are the optimal choice. They enable agents to make quick, informed decisions and take actions directly from the card, improving efficiency and user experience.

Question 9:

A client needs to guide their call center agents through a step-by-step customer onboarding process. The process involves collecting personal details, selecting a product, and reviewing a summary before submission. 

Which OmniStudio tool should be recommended for this requirement?

A. OmniScript
B. DataRaptor Extract
C. Integration Procedure
D. Calculation Matrix

Correct answer: A

Explanation:

In the Salesforce OmniStudio suite, each tool is purpose-built for specific types of interactions. When the goal is to guide a user—like a call center agent—through a structured, multi-step process, OmniScript is the most appropriate tool.

OmniScript is a declarative, drag-and-drop tool that allows consultants to create guided user experiences without needing to write code. It’s ideal for step-by-step wizards, such as onboarding workflows, service requests, or sales processes. OmniScripts can conditionally render UI elements, validate input, and call backend services, making them a versatile and powerful interface component.

In this scenario, the process involves:

• Collecting personal details – This is data entry, which OmniScript handles through UI input components.

• Selecting a product – OmniScript supports conditional logic and dynamic selections using picklists and data binding.

• Reviewing a summary – The script can aggregate and display the collected data on a review screen before submission.

Now, let’s evaluate the incorrect options:

• DataRaptor Extract is used to retrieve data from Salesforce or other systems, not to build UI flows. While it may support OmniScript by providing data, it’s not the right tool to build the actual process.

• Integration Procedures are great for executing multiple operations in a single transaction—such as calling multiple APIs—but they operate behind the scenes and do not provide user interfaces.

• Calculation Matrix is used to apply business logic and rules in a matrix format (e.g., pricing tiers, eligibility). It’s not designed to guide users through a process.

Therefore, the correct choice for designing a customer onboarding flow with UI interaction is A. OmniScript. This tool meets the business requirement for a structured, user-friendly interface that supports data collection and interaction in a streamlined manner.

Question 10:

Which OmniStudio component is best suited to aggregate multiple data sources, perform logic, and pass the result back to the UI layer with optimal performance?

A. DataRaptor Load
B. Integration Procedure
C. OmniScript
D. DataRaptor Turbo Extract

Correct answer: B

Explanation:

Integration Procedures are the most suitable OmniStudio component when you need to orchestrate data from multiple sources, perform logic such as conditional branching or loops, and then pass the result to an OmniScript or other front-end interface efficiently. They are designed to optimize performance by minimizing server calls and reducing the payload size.

Integration Procedures are non-UI services that execute on the server side and are capable of:

• Calling multiple DataRaptors, Apex classes, or external APIs in a single transaction.

• Performing conditional logic, such as branching or error handling.

• Supporting chainable actions, allowing for reusability and modular design.

• Reducing round trips to the server by aggregating all logic into one call.

For example, in a customer service use case, an Integration Procedure can:

1. Retrieve customer details from Salesforce using a DataRaptor Extract.

2. Call an external billing system via a REST API.

3. Merge the data and return it to an OmniScript for display.

Now, let’s review the alternatives:

• DataRaptor Load is used to insert, update, or upsert data into Salesforce, not for data aggregation or logical processing.

• OmniScript is a UI tool used for building guided interactions. While it can call Integration Procedures, it doesn’t perform complex back-end logic on its own.

• DataRaptor Turbo Extract is designed for performance-focused extraction of Salesforce data. However, it supports only simple queries from a single object and cannot perform logic or aggregate across systems.

Thus, for optimal performance, reusability, and server-side logic processing, B. Integration Procedure is the most appropriate choice. It is central to complex OmniStudio solutions where multiple operations need to be executed quickly and efficiently with minimal user wait time.