Salesforce Certified Omnistudio Consultant Plat-Con-201 Exam Questions

Salesforce Certified Omnistudio Consultant Exam Objectives

1. 1

   1.0 Omnistudio Fundamentals (16%)

   • 1.1Describe the Omnistudio solution and common customer use case scenarios in different industries (telco, energy, healthcare, public sector, etc.).
   • 1.2Determine a projects needs by evaluating a customer's requirements, assumptions, risks, and constraints.
   • 1.3Explain the purpose of Flexcards, Omniscript, Integration procedures, and Data Mapper.
   • 1.4Explain Managed Package Runtime vs. Standard Runtime, Automatic Upgrades, and Manual Intervention Upgrade.
   • 1.5Explain Omnistudio license requirements, Permission Set Licenses and Permission Sets.
2. 2

   2.0 Flexcards (18%)

   • 2.1Recommend the selection of the most efficient data source method for a FlexCard based on performance requirements and data complexity - be able to explain the functionality of the Flexcard setup properties.
   • 2.2Guide in designing Flexcards to display relevant information from multiple data sources using existing or available elements (inputs, menu, data tables, charts, etc.) ensuring the data is presented clearly and logically based on the user's role and context.
   • 2.3Recommend the implementation of necessary actions (e.g., links, modals, launching Omniscripts, calling Integration Procedures, Child Flexcards) on Flexcards to drive user workflows and business processes.
   • 2.4Advise on utilizing conditional rendering and state variables to dynamically adjust card appearance or content based on the underlying data or user interaction.
   • 2.5Prescribe the optimal placement and methods for embedding Flexcards within Salesforce (e.g., component, tab, console view) to meet strategic user enablement goals.
   • 2.6Discuss best practices for Flexcards.
3. 3

   3.0 Omniscripts (17%)

   • 3.1Recommend effective multi-step, conditional, and branched Omniscript designs that align with defined business processes and user journeys, including multi-language support.
   • 3.2Provide guidance on the appropriate Data Mappers and Integration Procedures to use within an Omniscript to efficiently fetch, transform, and save data to meet specific business outcomes.
   • 3.3Recommend the proper components to be used to respond to business needs (Steps, Blocks, Inputs, Display Functions, Formulas, etc.).
   • 3.4Advise on leveraging LWC (Lightning Web Component) Embeds and Custom/Standard Components within Omniscripts, including Child Omniscripts for reuse, or Flexcards to enhance the user experience and maintain corporate branding.
   • 3.5Prescribe the implementation of robust validation rules, error messages, and conditional steps to guide users and manage unexpected outcomes or data inconsistencies.
   • 3.6Discuss best practices for Omniscripts.
4. 4

   4.0 Integration Procedures (17%)

   • 4.1Provide guidance at a high level on the configuration and management of HTTP Actions within an IP to securely connect to and process data from external REST/SOAP endpoints, including authentication and request/response mapping.
   • 4.2Explain, dependent upon customer use case, the configuration and management of HTTP Actions within an integration procedure to securely connect to and process data from external REST/SOAP endpoints, including authentication and request/response mapping.
   • 4.3Recommend approaches for strategically utilizing Data Mapper Transform, Set Values, and Response actions within an integration procedure to transform, filter, and structure data before sending it to the client-side component.
   • 4.4Discuss best practices for Integration Procedures.
5. 5

   5.0 Data Mappers (17%)

   • 5.1Differentiate and recommend the correct Data Mapper type (Extract, Turbo Extract, Load, Transform) based on the specific business need.
   • 5.2Explain the possibilities of complex mapping, filtering, and data manipulation rules, utilizing functions and formulas to ensure data accuracy and standardization.
   • 5.3Describe the techniques to optimize Data Mapper performance, such as reducing the number of queries, efficient filtering, relationship queries, caching, and avoiding unnecessary data mapping.
   • 5.4Explain how Data Mapper Loads handle Salesforce ID mapping, upsert logic, and error management during data creation or updates.
   • 5.5Discuss best practices for Data Mappers.
6. 6

   6.0 Best Fit Solutions (15%)

   • 6.1Justify and recommend architectural choices, demonstrating how Omnistudio components fit into the overall Salesforce and enterprise system landscape.
   • 6.2Recommend strategies for performance optimization strategies across all components (Omniscript load time, IP execution, Data Mapper queries) to ensure scalable and efficient solutions.
   • 6.3Provide guidance on the appropriate Data Mappers and Integration Procedures to use within an Omniscript to efficiently fetch, transform, and save data to meet specific business outcomes.
   • 6.4Recommend practices for establishing an effective governance model for development, testing, and deployment processes, including change management and documentation standards for Omnistudio artifacts.
   • 6.5Guide in the creation of a Conceptual Model, Logical Model, and Physical Model to support the business solution, including recommending optimal object design (standard vs. custom) to support Omnistudio artifacts.