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A business has the following requirements:
• To display cases for an account
• The user should see all of the cases on the canvas
• The user should be able to create a new case from the canvas
The consultant decides to use states to enable this functionality.
Which type of state should the consultant recommend to allow users to create a new case from the canvas?
A. Active Card State
B. Blank Card State
C. Edit Mode State
D. New Card State
Explanation:
The type of state that the consultant should recommend to allow users to create a new case from the canvas is New Card State. A New Card State is a state that allows creating new records in a FlexCard using an OmniScript or an Integration Procedure. The consultant can use a New Card State to enable users to create a new case from the canvas, by invoking an OmniScript or an Integration Procedure that writes data to the Case object in Salesforce.
A business process needs to perform a multi-step calculation on each contact record in a list. Using an Integration Procedure to process the list, what feature can be used to meet this requirement?
A. Loop Block
B. Batch Action
C. Conditional Block
D. DataRaptor Transform Action
Explanation:
The feature that can be used to meet this requirement in an Integration Procedure is Loop Block. Loop Block allows the designer to iterate over a collection of data and perform actions on each item. In this case, a Loop Block can be used to loop over each contact record in the list and perform a multi-step calculation using Calculation Actions or Calculation Procedures. Batch Action is not a feature in Integration Procedure, but a type of Action element that can perform bulk operations on data. Conditional Block is used to specify a condition that determines whether the actions inside the block will run or not. DataRaptor Transform Action is used to transform data from one format to another using templates.
Which OmniScript element can be used to retrieve data from more than one source?
A. Calculation Action
B. Integration Procedure Action
C. DataRaptor Extract Action
D. Matrix Action
Explanation:
The OmniScript element that can be used to retrieve data from more than one source is Integration Procedure Action. An Integration Procedure Action can execute an Integration Procedure that can combine multiple DataRaptor actions, such as Extract, Transform, and Load, and also invoke REST or SOAP services. This way, the Integration Procedure Action can retrieve data from different sources, such as Salesforce objects or external systems, and store it in a JSON object for the OmniScript to display
A company has an existing OmniScript that agents use to create new billing accounts. It currently has three steps to capture the required information:
• Step 1: account name and legal number
• Step 2: billing cycle and monthly due date
• Step 3: email and telephone number
After each step, a DataRaptor is used to update the account information in Salesforce.
Following best practices, which two improvements can the consultant recommend for this OmniScript?
Choose 2 answers
A. Create a reusable OmniScript for this process
B. Use a single DataRaptor to save the information
C. Combine the three steps into one step
D. Configure the save for later property
Explanation:
When designing OmniScripts, the best practices that should be followed to optimize performance and user experience are:
Use a single DataRaptor to save the information: Instead of using multiple DataRaptors to update the account information after each step, it is better to use a single DataRaptor at the end of the OmniScript to save all the information at once. This reduces the number of database operations and improves performance.
Combine the three steps into one step: Instead of having three separate steps to capture the required information, it is better to combine them into one step with a simple layout. This reduces the number of page transitions and improves user experience.
The suggestions that are not best practices are:
Create a reusable OmniScript for this process: This may not be necessary if the process is specific to creating new billing accounts and not used by other OmniScripts. Creating a reusable OmniScript may add complexity and maintenance overhead.
Configure the save for later property: This may not be useful if the process is short and simple and does not require the user to resume it later. Configuring the save for later property may add unnecessary storage and retrieval logic.
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?
A. HTTP Action
B. Integration Procedure Action
C. DataRaptor Post Action
D. DataRaptor Extract Action
Explanation:
The data source that is needed when using the TypeAhead element is DataRaptor Extract Action. A TypeAhead element is an element that can display a list of suggestions for the user to select from, as they type in a text field. A DataRaptor Extract Action is an action that can retrieve data from a Salesforce object or invoke a Salesforce API, using SOQL queries or Apex methods. The consultant can use a DataRaptor Extract Action as a data source for the TypeAhead element, to get the contact names from Salesforce and display them as suggestions
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