OmniStudio-Consultant Salesforce Certified OmniStudio Consultant Exam (SP25) Free Practice Exam Questions (2025 Updated)

Salesforce Knowledge (A) must be enabled in the org to allow OmniScripts to retrieve and display Knowledge Articles.

Once Salesforce Knowledge is activated, OmniScripts can fetch Knowledge Articles using DataRaptors or Integration Procedures and display search results dynamically based on user inputs.

B. OmniScript Designer – This is a tool for building OmniScripts but does not enable Knowledge functionality.

C. Salesforce Classic – OmniScripts are designed for Salesforce Lightning, and enabling Classic is not required.

D. Salesforce Lightning – While OmniStudio works in Lightning, enabling Salesforce Lightning is not what activates Knowledge in OmniScripts.

Comprehensive and Detailed In-Depth Explanation:Why not the other options?? Salesforce OmniStudio Reference:

Enabling Salesforce Knowledge

Using Salesforce Knowledge in OmniScripts

The requirement involves creating a quoting process within an OmniScript where an agent selects a product (with a unit price), specifies grade and size, looks up a discount factor based on those inputs, and calculates the final quote. Two OmniStudio tools are needed to achieve this: Decision Matrix and DataRaptor Extract.

Here’s why C. Decision Matrix and D. DataRaptor Extract are the correct answers:

C. Decision Matrix:

Purpose: A Decision Matrix in OmniStudio is a tool used to look up values based on multiple input conditions, returning a result that can be used in calculations or processes. It’s essentially a configurable lookup table stored as a Salesforce custom object (DecisionMatrixDefinition).

Application: In this scenario, the Decision Matrix is ideal for determining the discount factor based on the combination of grade (A, B, C, D, E) and size (Small, Medium, Large, X-Large). For example:

Grade A + Small = 0.9 (10% discount)

Grade B + Large = 0.85 (15% discount)

And so on for all 20 combinations (5 grades × 4 sizes).

Integration with OmniScript: The OmniScript can call the Decision Matrix via an Integration Procedure or directly reference it in a Calculation Action, passing Grade and Size as inputs and receiving the DiscountFactor as output.

Why It Fits: The requirement explicitly states “look up a discount factor,” and Decision Matrix is purpose-built for such multi-variable lookups, making it more efficient than manual coding or other tools.

D. DataRaptor Extract:

Purpose: A DataRaptor Extract retrieves data from Salesforce objects and maps it into a JSON format usable by OmniScripts or other components.

Application: The product details, including the UnitPrice, are passed to the OmniScript when the agent selects a product. A DataRaptor Extract is needed to fetch this product data from a Salesforce object (e.g., Product2 or a custom object like QuoteLineItem__c) based on the selected product’s ID. The extracted data (e.g., { "ProductId": "01t...", "UnitPrice": 100 }) is then available in the OmniScript’s data JSON.

Role in Calculation: After the Decision Matrix provides the discount factor, the OmniScript can use a Calculation Action to multiply the UnitPrice (from the DataRaptor Extract) by the DiscountFactor (from the Decision Matrix) to compute the quote (e.g., 100 * 0.9 = 90).

Why It Fits: The process starts with product selection, and DataRaptor Extract is the standard OmniStudio tool for retrieving Salesforce data like unit price.

How They Work Together:

DataRaptor Extract: Fetches product details (e.g., UnitPrice) when the agent selects a product.

Decision Matrix: Looks up the discount factor based on Grade and Size inputs.

Calculation Action in OmniScript: Multiplies UnitPrice by DiscountFactor to return the quote.

Now, let’s examine why the other options are incorrect:

A. DataRaptor Transform: A DataRaptor Transform manipulates or reshapes data (e.g., converting JSON structures or applying formulas) but doesn’t retrieve data from Salesforce or perform lookups like a Decision Matrix. While it could theoretically calculate the quote after data is fetched, it’s not needed here since a Calculation Action within OmniScript can handle the multiplication, and it doesn’t address the lookup requirement.

B. Expression Set: An Expression Set defines reusable formulas or conditions in OmniStudio, often used in Integration Procedures or Calculations. While it could compute the final quote (e.g., UnitPrice * DiscountFactor), it doesn’t retrieve data or perform lookups based on grade and size. It’s a supporting tool, not a primary solution for this requirement.

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.

Comprehensive and Detailed In-Depth Explanation:The requirement involves creating a quoting process within an OmniScript where an agent selects a product (with a unit price), specifies grade and size, looks up a discount factor based on those inputs, and calculates the final quote. Two OmniStudio tools are needed to achieve this: Decision Matrix and DataRaptor Extract.

Here’s why C. Decision Matrix and D. DataRaptor Extract are the correct answers:

C. Decision Matrix:

Purpose: A Decision Matrix in OmniStudio is a tool used to look up values based on multiple input conditions, returning a result that can be used in calculations or processes. It’s essentially a configurable lookup table stored as a Salesforce custom object (DecisionMatrixDefinition).

Application: In this scenario, the Decision Matrix is ideal for determining the discount factor based on the combination of grade (A, B, C, D, E) and size (Small, Medium, Large, X-Large). For example:

Grade A + Small = 0.9 (10% discount)

Grade B + Large = 0.85 (15% discount)

And so on for all 20 combinations (5 grades × 4 sizes).

Integration with OmniScript: The OmniScript can call the Decision Matrix via an Integration Procedure or directly reference it in a Calculation Action, passing Grade and Size as inputs and receiving the DiscountFactor as output.

Why It Fits: The requirement explicitly states “look up a discount factor,” and Decision Matrix is purpose-built for such multi-variable lookups, making it more efficient than manual coding or other tools.

D. DataRaptor Extract:

Purpose: A DataRaptor Extract retrieves data from Salesforce objects and maps it into a JSON format usable by OmniScripts or other components.

Application: The product details, including the UnitPrice, are passed to the OmniScript when the agent selects a product. A DataRaptor Extract is needed to fetch this product data from a Salesforce object (e.g., Product2 or a custom object like QuoteLineItem__c) based on the selected product’s ID. The extracted data (e.g., { "ProductId": "01t...", "UnitPrice": 100 }) is then available in the OmniScript’s data JSON.

Role in Calculation: After the Decision Matrix provides the discount factor, the OmniScript can use a Calculation Action to multiply the UnitPrice (from the DataRaptor Extract) by the DiscountFactor (from the Decision Matrix) to compute the quote (e.g., 100 * 0.9 = 90).

Why It Fits: The process starts with product selection, and DataRaptor Extract is the standard OmniStudio tool for retrieving Salesforce data like unit price.

How They Work Together:

DataRaptor Extract: Fetches product details (e.g., UnitPrice) when the agent selects a product.

Decision Matrix: Looks up the discount factor based on Grade and Size inputs.

Calculation Action in OmniScript: Multiplies UnitPrice by DiscountFactor to return the quote.

Now, let’s examine why the other options are incorrect:

A. DataRaptor Transform: A DataRaptor Transform manipulates or reshapes data (e.g., converting JSON structures or applying formulas) but doesn’t retrieve data from Salesforce or perform lookups like a Decision Matrix. While it could theoretically calculate the quote after data is fetched, it’s not needed here since a Calculation Action within OmniScript can handle the multiplication, and it doesn’t address the lookup requirement.

B. Expression Set: An Expression Set defines reusable formulas or conditions in OmniStudio, often used in Integration Procedures or Calculations. While it could compute the final quote (e.g., UnitPrice * DiscountFactor), it doesn’t retrieve data or perform lookups based on grade and size. It’s a supporting tool, not a primary solution for this requirement.

Flyout Action (E) – The Flyout Action in a FlexCard is used to display additional information in a pop-up window. Since the requirement mentions that a pop-up window must display additional details, the Flyout Action is the best choice for this functionality.

OmniScript Action (B) – The OmniScript Action launches an OmniScript, which is a guided interaction tool for multi-step processes. Since the requirement states that a button should initiate a guided process to add new leads, an OmniScript is the ideal choice.

A. Block Element – Blocks in FlexCards are used for organizing layout and content but do not provide pop-ups or interactive actions.

C. Interaction Launcher – This launches an interaction but is typically used for navigating to another page or launching an external URL, not a pop-up with additional details.

D. Data Table – A Data Table is used to display multiple records in a table format but does not trigger a guided process or pop-ups.

Comprehensive and Detailed In-Depth Explanation:Why not the other options?? Salesforce OmniStudio Reference:

FlexCards Actions Overview

Using Flyout Actions in FlexCards

Launching OmniScripts from FlexCards

The two features that the consultant should highlight to address IT’s concerns are Custom Styles and FlexCard Designer. Custom Styles are a feature that allows applying custom CSS properties to an OmniScript or a FlexCard element. Custom Styles do not require any coding skills, and can be easily configured using a graphical interface. FlexCard Designer is a tool that allows creating and editing FlexCards using a drag-and-drop interface. FlexCard Designer also does not require any coding skills, and can be used by anyone who has access to OmniStudio tools

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

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

The consultant should suggest removing Step 1 and prefilling the account information automatically to improve the design. Since the OmniScript will be launched from an account detail page, there is no need to ask the user to enter the account name again. The consultant can use an Input Parameter element to pass the account ID from the page to the OmniScript, and then use a DataRaptor Extract Action element to retrieve the account information and display it in Step 2. This will save time and avoid errors

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

Decision Matrices and Expression Sets are used to perform calculations, apply conditional logic, and evaluate business rules in OmniStudio.

The primary benefit (A) is that they enable calculations on matrix lookups and variables.

Decision Matrices allow for defining complex rules based on multiple conditions (e.g., determining discount percentages based on customer type).

Expression Sets allow for calculations and formulas to process data dynamically.

B. Facilitate the creation of custom objects – Decision Matrices and Expression Sets do not create Salesforce objects; they only manipulate and evaluate data.

C. Allow for the creation of custom fields – Custom fields are created at the Salesforce object level, not via Decision Matrices or Expression Sets.

D. Enable the creation of custom code – OmniStudio is a low-code/no-code platform, meaning these tools are designed to replace the need for custom Apex or JavaScript.

Comprehensive and Detailed In-Depth Explanation:Why not the other options?? Salesforce OmniStudio Reference:

Decision Matrices Overview

Expression Sets in Calculation Procedures

The OmniStudio tool that the consultant should recommend to generate the pre-filled PDF is DataRaptor. A DataRaptor is a tool that can read, transform, and write data from Salesforce objects or JSON objects. A DataRaptor Load can write data to a PDF template using a PDF mapping file, and generate a PDF document with the contact information pre-filled. The PDF document can be stored as an attachment or a content document in Salesforce

The three elements that the consultant should include in the OmniScript design solution are: Telephone, Line Break, and Text. A Telephone element can display a field for the user to enter a phone number, with validation and formatting options. A Line Break element can insert a line break between two elements, making them display on separate lines. A Text element can display a field for the user to enter text, such as a website URL

The combination that the consultant should use in designing the solution is OmniScript and Navigate. An OmniScript is a tool that can design customer interactions using elements and actions. The consultant can use an OmniScript to display the mobile plans for the Customer 360° console application. A Navigate action is a button or a link that can redirect the user to another web page or URL. The consultant can use Navigate actions to add the following actions to the FlexCard: start a process to retrieve plan consumption data, create a new case, open a promotions web page, and change the SIM card

The most efficient solution is to clone the existing OmniScript to a new LWC OmniScript and deploy it to the Community portal. LWC OmniScripts are designed for web-based interactions and can be easily embedded in any web page. OmniOut is not a tool for deploying OmniScripts, but a feature that allows users to export data from an OmniScript. Embedding the existing OmniScript as a reusable component within a new Community OmniScript would require creating an unnecessary wrapper script. Duplicating the existing OmniScript would create redundant code and maintenance issues.

 The state that will be displayed at runtime if two of the states’ condition are true is the state with a true condition that has the highest priority. Priority is a field on the state object that determines the order in which states are evaluated when there are multiple states with true conditions. The lower the priority number, the higher the precedence. The position of the state on the canvas or the order of evaluation does not affect the state selection logic.

The two use cases that are best solved using Calculation Procedures & Matrices are: To apply the correct factor when determining a cost and To return output that is calculated differently based on the date. A Calculation Procedure is a tool that can perform complex calculations based on multiple input and output variables. A Calculation Matrix is a tool that can perform complex calculations based on multiple input variables and output values within groups. The consultant can use Calculation Procedures & Matrices to solve these use cases, because they involve applying rules and formulas to different data values and scenarios

Comprehensive and Detailed In-Depth Explanation:The requirement is to identify an OmniScript element that retrieves Salesforce data, formats it as Value/Label pairs, and makes it available for selection in a dropdown list. In Salesforce OmniStudio, the Select element is explicitly designed for this purpose, making it the correct answer.

Here’s why D. Select is the correct answer:

Functionality of the Select Element: The Select element in OmniScript creates a dropdown list (or similar UI control) that allows users to choose from a set of options. It can retrieve Salesforce data directly and present it as Value/Label pairs, where the "Value" is the underlying data (e.g., a picklist value’s API name or a record ID) and the "Label" is the user-friendly display text (e.g., the picklist label or a record name). The Select element supports three option source types:

Manual: Hardcoded options entered by the designer.

SObject: Retrieves options dynamically from a Salesforce object field, such as a picklist or a query result.

Custom: Uses Apex or other custom logic for advanced scenarios.When configured with the "SObject" option source, the Select element queries Salesforce data (e.g., picklist values from a field like Industry on Account) and returns it as Value/Label pairs for the dropdown.

How It Works:

In the OmniScript Designer, you set the Select element’s "Option Source" to "SObject" and specify the object (e.g., Case) and field (e.g., Reason). The element then pulls all active picklist values from that field (e.g., Value: Billing, Label: "Billing Issue") and populates the dropdown.

Alternatively, it can use a DataRaptor Extract to fetch a list of records (e.g., SELECT Id, Name FROM Account), where Id becomes the Value and Name becomes the Label. The retrieved data is automatically formatted as Value/Label pairs for user selection.

Meeting the Requirement: The Select element both retrieves Salesforce data (via direct SObject access or a DataRaptor) and presents it in a dropdown, fulfilling the question’s criteria perfectly.

Now, let’s examine why the other options are incorrect:

A. Lookup: The Lookup element in OmniScript allows users to search for and select a Salesforce record (e.g., finding an Account by typing its name). While it retrieves Salesforce data and displays a list of matching records, it’s designed for record selection, not for presenting a predefined set of Value/Label pairs in a dropdown. The Lookup element returns a selected record’s ID and optionally other fields, but it doesn’t natively format data as a dropdown list of Value/Label pairs—it’s more interactive and search-driven.

B. Calculation Action: A Calculation Action performs computations or data manipulations within an OmniScript (e.g., adding numbers or setting variables). It doesn’t retrieve Salesforce data on its own (that’s the role of a DataRaptor) nor does it present data in a UI component like a dropdown. It’s a backend action, not a user-facing element, so it doesn’t meet the requirement.

C. DataRaptor Extract Action: This option (likely a typo for "DataRaptor Extract Action" given the OmniStudio context) refers to an OmniScript action that uses a DataRaptor Extract to retrieve Salesforce data. While it can fetch data and potentially structure it as Value/Label pairs (if the DataRaptor is configured to query a picklist field or map Id and Name), it’s not an "element" that displays a dropdown—it’s an action that supplies data to other elements (like Select). The Select element uses this data, but the DataRaptor Extract Action itself doesn’t render the UI.

Key Distinction:

The Select element is the only option listed that is both an OmniScript element (a UI component) and capable of retrieving Salesforce data (either directly or via a DataRaptor) to populate a dropdown with Value/Label pairs. Other tools like DataRaptors support the process, but Select is the end-point for display and interaction.