A company wants to create a guided process for their customers. The process needs to retrieve data from Salesforce as well as external systems, and the steps of the process will branch depending on input from the user. Users will complete the process in a single session. How should the consultant design the solution to meet these requirements?
A. FlexCards and Integration Procedures
B. FlexCards and DataRaptors
C. OmniScripts and Integration Procedures
D. OmniScripts and DataRaptors
Explanation:
The consultant should design the solution using OmniScripts and Integration Procedures to meet these requirements. An OmniScript is a tool that can design customer interactions using elements and actions. The consultant can use an OmniScript to create the guided process for the customers. 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. The consultant can use Integration Procedures to retrieve data from Salesforce as well as external systems, and store it in a JSON object for display or processing in the OmniScript
A consultant receives a requirement to display products installed at an account site in a customer's 360° FlexCard view. The business requires that the width of the fields displayed should change depending on the device used to view the FlexCard. For example, the Product Name and Model field elements should display at full width on mobile devices, but they should shrink to 60% on devices such as laptops and desktops. How should the consultant design the FlexCard to meet this requirement?
A. Enable the Responsive feature on the Product Name and Model field elements
B. Enable the Mobile-First feature in FlexCard settings
C. Create two states, one for mobile devices and another for non-mobile devices
D. Create two FlexCards, one for mobile devices and another for non-mobile devices
Explanation:
The correct way to design the FlexCard to meet this requirement is to create two states, one for mobile devices and another for non-mobile devices. States allow the designer to define different layouts and behaviors for the same FlexCard based on conditions. The width of the fields can be adjusted for each state using the Size property. Enabling the Responsive feature on the field elements would not change their width, but only their alignment. Enabling the Mobile-First feature in FlexCard settings would not affect the width of the fields, but only the order in which they are displayed. Creating two FlexCards, one for mobile devices and another for non-mobile devices, would create redundant code and maintenance issues.
A business needs to display installed products for field service technicians on service calls using a mobile device The installed product information must be summarized so the technician can seekey details at a glance. How the technician also needs to sometimes access a list of past service dates for each product. Which two FlexCards features should the consultant recommend to meet this requirement? Choose 2 answers
A. Use flyouts
B. Use card states
C. Enable the Responsive property
D. Customize the styling
Explanation:
The two FlexCard features that the consultant should recommend to meet this requirement are: Flyouts and Responsive property. A Flyout is a pop-up window that can display additional information or actions for a FlexCard. The consultant can use a Flyout to show the list of past service dates for each product, without cluttering the main FlexCard. The Responsive property is a property that determines how a FlexCard adapts to different screen sizes and orientations. The consultant can enable the Responsive property to make the FlexCard display well on mobile devices, such as tablets or phones
A business wants to transform an existing process into a digital interaction using OmniScript. The process includes several steps. Some steps apply to all users, and other steps only apply to users depending on their responses to certain questions. The business does not want all users to have to go through all the steps. Which OmniScript feature should the consultant recommend to meet this requirement?
A. User Roles
B. Conditional Views
C. Script Configuration
D. Script Profiles
Explanation:
The OmniScript feature that should be recommended to meet this requirement is Conditional Views. Conditional Views allow the designer to create different paths within an OmniScript based on user responses or data values. User Roles are used to control access and visibility of OmniScripts based on user profiles or permissions. Script Configuration is used to define general settings and properties of an OmniScript. Script Profiles are used to assign different versions of an OmniScript to different user groups.
A company has a requirement to create a 360° view of their customers using FlexCards. At this company, customer data is stored in Salesforce but also in external legacy systems. A consultant reviews the use cases needed and recommends a FlexCard canvas that contains 5 child FlexCards inside the state of the parent FlexCard. How many different data sources can be configured using FlexCards in this scenario?
A. 2
B. 6
C. 5
D. 1
Explanation:
The number of different data sources that can be configured using FlexCards in this scenario is 6. A FlexCard can have one data source per state, and a state can have multiple child FlexCards, each with its own data source. Therefore, the parent FlexCard can have one data source for its state, and each of the 5 child FlexCards can have a different data source, making a total of 6 data sources
A consultant needs to design an OmniScript to capture the following information:
• Select one payment method from a list of options
• Enter the address information with autocomplete
• Enter a phone number
Which OmniScript elements should be used to capture this information?
A. Radio, TypeAhead, and Telephone
B. Multi-Select. Address, and Telephone
C. Checkbox, Geolocation, and Number
D. Select, TypeAhead, and Number
Explanation:
The correct OmniScript elements to capture the information are Select, TypeAhead, and Number. Select allows the user to choose one option from a list of values, TypeAhead provides autocomplete suggestions for address fields, and Number validates that the input is a numeric value. Radio, Multi-Select, and Checkbox are not suitable for single selection scenarios. Geolocation is not an OmniScript element, and Telephone is not a valid data type for phone numbers.
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. Parent FlexCard with multiple Child and Card Actions
B. Parent FlexCard with multiple Child and different Card States
C. Parent FlexCard with single Child and multiple Card States
D. Parent FlexCard with single Child and Card Actions
Explanation:
The consultant should design the FlexCards using a Parent FlexCard with multiple Child and Card Actions to meet these requirements. A Parent FlexCard is a FlexCard that can display data and actions in a card format, and also contain one or more Child FlexCards. The consultant can use a Parent FlexCard to display the account information, including account name, phone, and website. A Child FlexCard is a FlexCard that can display data and actions in a card format within a Parent FlexCard. The consultant can use multiple Child FlexCards to display the active opportunities and contracts related to the account. A Card Action is a button or a link that can invoke an OmniScript or an Integration Procedure from a FlexCard. The consultant can use multiple Card Actions to enable the user to view and renew contracts
A business has a requirement to display an account and all of the associated contacts on a page. The number of contacts will vary for each account. For each contact, the page should display first name, last name, email, at phone number with options to edit the contact information or send a message. The primary contact for an a should be highlighted with a blue border. Which two FlexCards features should the consultant recommend to meet these requirements? Choose 2 answers
A. Data table
B. Flyouts
C. States
D. Repeat Block
Explanation:
The two FlexCard features that the consultant should recommend to meet these requirements are Datatable and Repeat Block. A Datatable element can display a list of records in a tabular format, with columns for each field and rows for each record. The consultant can use a Datatable element to display the contacts for an account, with options to edit or send a message. A Repeat Block element is a container that can display multiple instances of a FlexCard based on a data source. The consultant can use a Repeat Block element to display a FlexCard for each contact, and use a condition to apply a blue border for the primary contact
A business has a requirement to display cases in a console for service agents. Cases can have avariety of statuses, including Active, Closed, or Escalated. When a case is Closed, agents need to be able to reopen the case. When the case is Active or Escalated, agents should not have the option to reopen the case. Which FlexCard functionality can be used to meet this requirement?
A. Conditional View
B. Flyouts
C. State
D. Styling
Explanation:
The FlexCard functionality that can be used to meet this requirement is Conditional View. A Conditional View is a property that determines whether a FlexCard element, such as a field or an action, is visible or hidden based on certain conditions. The consultant can use a Conditional View to show or hide the reopen case action based on the status of the case
What is the purpose of Step elements in an OmniScript?
A. Organizes the script into one or more pages
B. Groups elements that extract data
C. Enables the use of repeatable blocks
D. Allows the user to input data
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