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Salesforce Plat-Con-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Best Fit Solutioning | 27% | - Gather, analyze, and simplify business requirements in order to design solutions using OmniStudio tools following best practices - Create fit/gap analyses between requirements and OmniStudio capabilities - Map process requirements to OmniStudio capabilities and explain the interaction between them |
| Topic 2: OmniScript | 27% | - Identify business process step requirements and map them to OmniScript Components required to implement them - Validate developed OmniScript processes to ensure client expectation alignment - Explain the basic structure of an OmniScript |
| Topic 3: FlexCards | 23% | - Explain the capabilities, use cases, and purpose of using FlexCards - Design FlexCards to ensure they meet customer requirements/needs - Collect and group the customer 360 Information required to show to an end user (Console, FlexCards) |
| Topic 4: Data Tools | 23% | - Design Integration Procedures and related Omnistudio Data Mappers - Describe the benefits of using Decision Matrices and Expression Sets and provide real examples - Explain the purpose and benefits of Integration Procedures and Omnistudio Data Mappers |
Salesforce Certified Omnistudio Consultant Sample Questions:
1. A company needs to generate invoices when contracts reach an approved status. Users should initiate the invoice generation process from the contract page, but the option should not appear until the contract reaches the approved status. After the invoice is generated, it should be sent to the customer for signature.
What three tools should be used in the solution the consultant recommends to meet these requirements?
Choose 3 answers
A) Interaction Launcher
B) FlexCards
C) OmniStudio Action
D) DataRaptor
E) OmniScript
2. A company needs to create some boundaries for their sales teams regarding the minimum and maximum discounts that can be applied to their orders. The discount thresholds are set using adjustments such as 5%,
10%, 15%, 20%, 25%, and 30%. The minimum adjustment and the maximum adjustment are determined by their region and their customer lifetime score.
Which two OmniStudio tools should the consultant recommend to meet these requirements' Choose 2 answers
A) OmniStudio Action
B) DataRaptor Transform
C) Calculation Procedure
D) Calculation Matrix
3. Which Omniscript element retrieves Salesforce data that is then returned in Value/Label pairs and becomes available for selection in a dropdown list.
A) Date Mapper Extract Action
B) Lookup
C) Calculation Action
D) Select
4. What is the purpose of Step elements in an OmniScript?
A) Enables the use of repeatable blocks
B) Allows the user to input data
C) Organizes the script into one or more pages
D) Groups elements that extract data
5. 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) Policies including type, issue date, amount
B) Terms and Conditions for each policy
C) Guided troubleshooting process
D) Customer name, title, phone, email
Solutions:
| Question # 1 Answer: C,D,E | Question # 2 Answer: C,D | Question # 3 Answer: D | Question # 4 Answer: C | Question # 5 Answer: A,D |








