Salesforce OmniStudio-Consultant - Salesforce Certified OmniStudio Consultant Exam (SP25)

The Action element that redirects the user outside an LWC OmniScript is Navigate. Navigate allows the user to navigate to a URL or a Salesforce record or page. Response, Done, and Post to Object are not Action elements, but End elements that terminate an OmniScript.

 The two actions that the consultant should recommend to the project team are replace existing APEX using DataRaptors and HTTPActions, and implement FlexCards and OmniScripts for the front-end. Replacing existing APEX using DataRaptors and HTTPActions would reduce implementation time, as these tools are declarative and do not require coding. Implementing FlexCards and OmniScripts for the front-end would ensure end-user processes are as simple as possible, as these tools provide guided interactions and contextual data. Creating new LWC templates for branding and styling would increase implementation time, as this would require coding and testing. Using existing APEX classes as data sources would not ensure optimal UX, as this would limit the flexibility and scalability of the solution.

The three tools that should be used in the solution are DataRaptor Turbo Extract, Integration Procedure, and DataRaptor Load. DataRaptor Turbo Extract can be used to retrieve all open cases that have a case type of “network issue” from Salesforce in batch mode. Integration Procedure can be used to orchestrate the data flow between Salesforce and the back-office system, as well as trigger an email to the supervisor after the cases have been submitted. DataRaptor Load can be used to write data to the back-office system using REST or SOAP APIs. OmniScript is not needed for this scenario, as there is no user interface involved. FlexCard is not relevant for this scenario, as it is used to display contextual data on record pages.

Below is the formatted question with a 100% verified answer based on official Salesforce OmniStudio documentation, including a comprehensive explanation and references.

A FlexCard retrieves data from a Salesforce object using a data source such as DataRaptor Extract, Integration Procedure, or a direct Salesforce Object Query.

The correct approach is to choose a data source that specifically retrieves data from the required Salesforce object (D).

This ensures relevant data is fetched efficiently while maintaining performance and scalability.

A. Speed of data retrieval is important, but it depends on caching, data structure, and optimization—not just the data source itself.

B. Retrieving the most data is not always efficient; performance and relevance of data are more important.

C. While record limits matter, the primary consideration is whether the data source can retrieve the needed data from the required object.

Comprehensive and Detailed In-Depth Explanation:Why not the other options?? Salesforce OmniStudio Reference:

FlexCards Data Source Options

Choosing the Right Data Source for FlexCards

The three OmniStudio features and tools that the consultant should recommend to meet these requirements are: OmniScript, Custom Styles, and Newport Design System. 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 the public website. A Custom Style is a feature that allows applying custom CSS properties to an OmniScript or a FlexCard element. The consultant can use Custom Styles to style the OmniScripts using the corporate branding kit, such as colors, fonts, and icons. A Newport Design System is a tool that provides a set of predefined styles and components for building user interfaces. The consultant can use Newport Design System to style the user interface elements in the OmniScripts, such as radio buttons, slide bars, etc., according to the website’s style guide

Comprehensive and Detailed In-Depth Explanation:The requirement involves designing a FlexCard solution to display case data fetched by a single DataRaptor, with three distinct categories of cases ("Open," "Awaiting Closure," and "Closed"), each with specific fields and unique styling (e.g., red border for Open, grey border for Awaiting Closure). Based on Salesforce OmniStudio capabilities, the most efficient and appropriate design is a single FlexCard with three states.

Here’s why B. Using a single FlexCard with three states is the correct answer:

FlexCard States Overview: In OmniStudio, a FlexCard can have multiple "states," which are conditional views of the card’s content and styling based on data conditions. Each state can display different fields, apply unique CSS styles (e.g., borders), and include interactive elements (e.g., links). States are driven by conditions evaluated against the data retrieved by the DataRaptor, making them ideal for scenarios where the same dataset (in this case, cases from a single DataRaptor) needs to be presented differently based on a field value (e.g., Status).

Meeting the Requirements:

Data Source: All cases are fetched via a single DataRaptor, which aligns with using one FlexCard since FlexCards are designed to work with a single data source (e.g., a DataRaptor Extract) and then manipulate or display that data in various ways.

"Open" Cases: A state can be configured with a condition like Status = 'Open', displaying fields such as CaseDescription, CaseOpenDate, CaseType, AssignedTo, and Priority. Custom CSS can be applied in the state’s style settings to add a red border (e.g., border: 2px solid red).

"Awaiting Closure" Cases: Another state with a condition like Status = 'Awaiting Closure' can show CaseDescription, LastActionTakenDate, Resolution, ApprovalReasonForClosure, and AssignedTo, styled with a grey border (e.g., border: 2px solid grey).

"Closed" Cases: A third state with Status = 'Closed' can display CaseDescription, Resolution, and CaseClosedDate, with a hyperlink element added for duplicate cases (e.g., linking to a related DuplicateCaseId field). No specific border color is mentioned, so default styling or a custom style could be applied.

Display Logic: By default, FlexCards in a list format (e.g., a datatable or repeating block) can iterate over the DataRaptor’s JSON output, applying the appropriate state to each case record based on its Status. This ensures all cases are displayed dynamically with their respective fields and styles.

Why One FlexCard?: Using a single FlexCard with states keeps the solution efficient, maintainable, and aligned with OmniStudio best practices. It leverages one DataRaptor call, reduces redundancy, and centralizes the logic and styling in a single component.

Now, let’s examine why the other options are incorrect:

A. Using three FlexCards: While it’s technically possible to create three separate FlexCards (one for Open, one for Awaiting Closure, and one for Closed), this approach is inefficient and impractical. Each FlexCard would need its own DataRaptor or a filtered subset of the same DataRaptor output, leading to redundant configurations and multiple queries or data manipulations. Additionally, displaying all three categories together in a cohesive console view would require embedding them in an OmniScript or custom layout, complicating the design. The requirement implies a unified display of all cases, which a single FlexCard with states handles more naturally.

C. Using a single FlexCard with multiple card filters: Card filters in FlexCards allow users to dynamically filter the displayed data (e.g., a dropdown to show only Open cases). However, filters don’t inherently change the fields displayed or apply specific styling like red or grey borders per category—they only subset the data. To meet the requirement of showing different fields (e.g., Priority for Open vs. LastActionTakenDate for Awaiting Closure) and unique styling, you’d still need states or custom coding beyond what filters provide. Filters are user-driven, not automatic, and don’t fully address the requirement.

D. Using a single FlexCard with three flyouts: Flyouts are pop-up panels in FlexCards that display additional details or actions when a user interacts with an element (e.g., clicking a case row). While flyouts could show extra case details, they don’t suit the requirement of displaying all cases with their respective fields and borders directly on the main card. Flyouts are supplementary, not primary displays, and using three flyouts would require user interaction to view each category, which contradicts the need to "display cases as follows" in a visible, highlighted manner.

Best Practice Alignment:

The OmniStudio documentation emphasizes FlexCard states for scenarios where data from a single source needs conditional rendering and styling. This approach minimizes maintenance overhead, optimizes performance (one DataRaptor call), and provides a seamless user experience for contact center agents viewing all case types in one console.

 The three elements that the consultant should recommend to meet these requirements using an OmniScript are: Messaging, DataRaptor Post Action, and Steps. A Messaging element is an element that can display a text message with an icon and a color, such as blue for information or yellow for warning. The consultant can use a Messaging element to display the user’s details on a page. A DataRaptor Post Action is an action that can write data to a Salesforce object or invoke a Salesforce API. The consultant can use a DataRaptor Post Action to save the case details to Salesforce. A Step element is an element that can group related fields and elements in an OmniScript, and display them in a page or a section. The consultant can use multiple Step elements to organize the OmniScript into logical steps, such as entering employee id, displaying user details, and entering case details.

The two use cases that are best solved using Calculation Procedures & Matrices are: To apply the correct factor when determining a cost and To return output that is calculated differently based on the date. A Calculation Procedure is a tool that can perform complex calculations based on multiple input and output variables. A Calculation Matrix is a tool that can perform complex calculations based on multiple input variables and output values within groups. The consultant can use Calculation Procedures & Matrices to solve these use cases, because they involve applying rules and formulas to different data values and scenarios