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Salesforce Plat-Con-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: FlexCards | 23% | - Collect and organize customer 360 information - Design FlexCards to meet requirements - Capabilities, use cases and purpose of FlexCards |
| Topic 2: Data Tools | 23% | - Design DataRaptors and Integration Procedures - Purpose and benefits of DataRaptors and Integration Procedures - Calculation Matrices and Procedures: use and benefits |
| Topic 3: Best Fit Solutioning | 27% | - Design solutions using OmniStudio best practices - Map requirements to appropriate OmniStudio tools - Gather, analyze and simplify business requirements |
| Topic 4: OmniScripts | 27% | - Validate and align OmniScript processes with requirements - Map business processes to OmniScript components - Structure and components of OmniScripts |
Salesforce Certified Omnistudio Consultant Sample Questions:
1. A consultant needs to pass data collected in an early Step of an OmniScript to a later Step for display, without persisting it to Salesforce yet. How is this typically achieved?
A) The OmniScript automatically retains all entered data in its JSON throughout the session, accessible via merge fields in later steps
B) Data must be saved to Salesforce after every step
C) A separate DataRaptor Load call must be triggered after each step
D) This is not possible in OmniScript
2. A consultant needs to expose an OmniScript to external, unauthenticated users on a public website. What should be configured?
A) Use a DataRaptor Load with guest permissions
B) Convert the OmniScript to a Calculation Procedure
C) Deploy the OmniScript only within Salesforce Classic
D) Enable "Guest User" access and expose the OmniScript via a public Experience Cloud site or embed
3. When should a consultant recommend using a Calculation Matrix versus a Decision Matrix?
A) Calculation Matrix cannot be referenced by a Calculation Procedure
B) They are interchangeable and functionally identical
C) Decision Matrix is only for Salesforce standard objects
D) Calculation Matrix returns numeric values for use in calculations; Decision Matrix returns business decisions or eligibility outcomes
4. A Salesforce Omnistudio Consultant is tasked with integrating Salesforce Knowledge into an Omniscript to allow users to search and view Salesforce Knowledge Articles. What must be enabled in the organization for the consultant to activate Knowledge in an Omniscript?
A) Salesforce Lightning
B) Omniscript Designer
C) Salesforce Classic
D) Salesforce Knowledge
5. An investment portfolio manager wants to build a console to display:
- Client information
- Profile attributes
- Investment instrument information
There are more than 20 profile attributes. Each investment instrument has 15 fields of information to display. The fields should be grouped logically.
How should the consultant design a solution to meet the requirements?
A) A header FlexCard for client information and profile attributes
FlexCards for investment instrument information
B) An OmniScript with a Step for client information
Block Elements for investment instruments
C) A header FlexCard for client information with a Flyout for profile attributes Child FlexCards for investment instruments with a Flyout for additional information
D) A header FlexCard for client information and profile attributes
Child FlexCards for investment instruments with a Flyout for additional information
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: D | Question # 3 Answer: D | Question # 4 Answer: D | Question # 5 Answer: B |
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