New Release OmniStudio-Consultant Salesforce Consultant Questions

 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.

To improve the user experience, the consultant should use a Block Element with the Collapse property enabled and a Zone Template. A Block Element with the Collapse property enabled allows the user to expand or collapse a section of the FlexCard, which is useful for displaying a list of related records. A Zone Template allows the consultant to define the layout and style of the FlexCard, such as the number of columns, rows, and margins

Based on the user analysis exhibit, the three actions that should appear on the card are: verify a transaction, request higher limit, and make a payment. These actions have the highest frequency and importance scores among the six actions listed. The other actions, such as view credit score history, view statements, and view rewards, have lower frequency and importance scores, and can be accessed through other means

 To create a new quote estimation process that involves multiple steps and a variable number of rows of data, the consultant should recommend the following OmniScript elements:

• Edit Block: This is an element that allows the user to add, edit, or delete multiple rows of data in a table-like format. It can be used to capture the service category, number of hours, and hourly rate for each row.
• Formula: This is an element that allows the user to perform calculations on data using mathematical expressions. It can be used to calculate the total for each row by multiplying the number of hours with the hourly rate.
• Input Block: This is an element that allows the user to enter data using various input types, such as text, number, date, picklist, etc. It can be used to display the formula result for each row and the final price for the quote.

The elements that are not suitable for this scenario are:

• Multi-select: This is an element that allows the user to select multiple options from a list. It is not relevant for this scenario, as the user needs to enter data in each row, not select from predefined options.
• Step: This is an element that organizes the OmniScript into one or more pages. It is not relevant for this scenario, as it does not capture or display any data.