Salesforce Consultant OmniStudio-Consultant Reddit Questions

The OmniStudio tool that can be used to invoke scheduled jobs is Integration Procedure. An Integration Procedure is a tool that can execute multiple DataRaptor actions, such as Extract, Transform, and Load, and also invoke REST or SOAP services. An Integration Procedure can also be scheduled to run at a specific time or frequency using Apex Scheduler or Process Builder

To improve the performance and avoid hitting Governor limits, the consultant should replace the DataRaptor Extracts with DataRaptor Turbo Extracts and combine them into an Integration Procedure. DataRaptor Turbo Extracts are optimized for speed and efficiency, and can retrieve large amounts of data without using SOQL queries. An Integration Procedure can execute multiple DataRaptor actions in one call, reducing the number of requests and processing time

 Calculation Procedures & Matrices are used to perform complex calculations based on input data and predefined rules. They are suitable for use cases that involve pricing, rating, scoring, or eligibility determination. Therefore, the use cases that should be implemented using Calculation Procedures & Matrices are:

• Use a house’s address, size, and age of the building to determine an insurance premium. (This involves rating based on multiple factors)
• Use location and past usage to determine the monthly cost for an energy product. (This involves pricing based on variable inputs)
• Use risk factors for an insured item to determine different insurance product options. (This involves scoring and eligibility based on criteria)

The use cases that should not be implemented using Calculation Procedures & Matrices are:

• Use rules to determine eligible insurance products based on a house’s address and age of the building. (This can be done using Business Rules Engine or OmniScript logic)
• Use the product color and capacity to determine the price of a product. (This can be done using simple formulas or lookup tables)

The two pieces of data that the consultant should recommend displaying using FlexCards are: Policies including type, issue date, amount and Customer name, title, phone, email. A FlexCard is a tool that can display data and actions in a card format. The consultant can use FlexCards to show important and summary information about the customer and their policies, such as name, title, phone, email, type, issue date, and amount. These pieces of data are suitable for FlexCards because they are concise and relevant for the agents