Free Salesforce OmniStudio-Consultant Exam Questions

A business is creating an agent console with FlexCards to provide a 360° view of their customers. The business wants the following information displayed:

• Account information including account name, phone, and website

• Active opportunities related to the account

• Active contracts related to the account

• The ability to view and renew contracts

An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data. How should the consultant design the FlexCards to meet these requirements?

A business is creating a new OmniScript that will allow agents to launch a guided selling process from an account detail page. The consultant reviews the initial design proposed for the OmniScript and sees that the process ^ the following steps:

• Step 1: Enter account name to retrieve account information

• Step 2: Review and edit account information

• Step 3: Select products

• Step 4: Enter payment information

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?

A business wants to add typeahead functionality to an existing OmniScript. The business wants the user to begin entering the name of a contact in Salesforce. and allow the user to select the contact once it has found a match. Once the contact has been selected, the OmniScript should retrieve the contact's email address for use in a later step of the process. What data source is needed when using the TypeAhead element?