Salesforce Certified OmniStudio Consultant Exam Guide.

Salesforce OmniStudio Consultant (formerly known as Vlocity Platform Consultant) credential is intended for individuals who have experience consulting on building cloud applications using OmniStudio tools in a customer-facing role.

Salesforce Certified OmniStudio Consultant is probably one of the easiest Salesforce Certification.

1. About the Salesforce OmniStudio Consultant Exam

  • Content: 60 scored, multiple-choice/multiple-select questions and up to 5 non-scored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 63% (38 out of 60 Questions)
  • Registration fee: USD 200, plus applicable taxes as required per local law
  • Retake fee: USD 100, plus applicable taxes as required per local law
  • Prerequisite: None

2. Exam Outline

FlexCards: 23%

  • Explain the capabilities, use cases and purpose of using FlexCards.
  • Design FlexCards to ensure they meet customer requirements/needs. 
  • Collect and group the customer 360 Information required to show to an end user. (Console, FlexCards)

OmniScripts: 27%

  • Explain the basic structure of an OmniScript.
  • Validate developed OmniScript processes to ensure client expectation alignment.
  • Identify business process step requirements and map them to OmniScript Components required to implement them. 

Data Tools: 23%

  • Explain the purpose and benefits of Integration Procedures and DataRaptors.
  • Design Integration Procedures and related DataRaptors.
  • Describe the benefits of using Calculation Matrices and Calculation Procedures and provide real examples.

Best Fit Solutioning: 27%

  • Gather, analyze, and simplify business requirements in order to design solutions using OmniStudio tools following best practices.
  • Map process requirements to OmniStudio capabilities and explain the interaction between them.
  • Create fit/gap analyses between requirements and OmniStudio capabilities.

3. Salesforce OmniStudio Consultant Certification Exam Guide

4. OmniStudio Trail

5. Salesforce OmniStudio Consultant Certification Exam Trailmix

Prepare for Your Salesforce OmniStudio Consultant Credential

6. OmniStudio Documentation PDF

7. Important Topics for Salesforce OmniStudio Consultant Certification Exam

7.1 FlexCards: 23% (14 Questions)

  • OmniStudio FlexCards display contextual information in an at-a-glance format and provide access to relevant tasks for the displayed data.
  • Key capabilities of Flex Cards
    • FlexCards summarize Contextual Information at a glance
    • FlexCards are the beginning and ending points for customer transactions
    • Design FlexCards to ensure they meet customer requirements/needs. 
    • FlexCards can be view on Any Device or Channel such as Adobe Experience Manager, or inside a custom web container, like Heroku
    • A FlexCard can display a combination of internal information from Salesforce and external information from a website or a third-party legacy system
    • You can Quickly Build FlexCards Using Drag-and-Drop Elements in FlexCard Designer
    • The FlexCard Designer includes a WYSIWYG editor that lets you control FlexCard layout and style without needing templates.
    • FlexCards can be embedded in Other FlexCards or an LWC OmniScript
    • FlexCards can be used to display details on demand with Flyouts
    • FlexCard elements can also be displayed conditionally.
  • FlexCards Data Sources:
    • SOQL Query – Use the Salesforce Object Query Language (SOQL) to search your organization’s Salesforce data for specific information
    • SOSL Search – Use the Salesforce Object Search Language (SOSL) to construct text-based search queries against the search index
    • Apex Remote – Apex Remote data source is used to make a Apex Remote call
    • Apex REST – Apex REST data source is used to make a Apex REST call
    • DataRaptor – DataRaptor data source is used to make calls to Vlocity DataRaptors
    • REST – Uses the standard REST API call
    • Integration Procedures – Integration Procedure data source is used to make calls to Vlocity Integration Procedures
    • Streaming API – Streaming API enables streaming of events using push technology and provides a subscription mechanism for receiving events in near real time.
    • Custom – Uses the sample JSON provided.
  • FlexCard Actions – FlexCard Actions are used to launch or update an OmniScript, navigate to a web page or application, display a flyout, fire an event, or update data field values
  • Following actions are available for FlexCards:
    • Card – Perform card-level actions, such as reload, update data source, and remove
    • Event
      • Custom – Fire a Custom Event to notify the parent FlexCard of an event occurring
      • PubSub – Fire a PubSub Event to notify another component on a page or application of an event occurring
    • Flyout – Display additional information from a child card, OmniScript, or custom Lightning web component (LWC) in a modal or popover
    • Navigate – Select a target URL or a PageReference type that enables navigation within Lightning Experience, within Communities, or to an external web address
    • OmniScript – Launch an OmniScript from the FlexCard
    • Update OmniScript – Update an OmniScript from a FlexCard embedded as a custom Lightning web component in an OmniScript
    • OmniScript Action – Launch OmniScripts, components, web pages, or external applications from a reusable OmniStudio Action. An OmniStudio Action can launch the same OmniScript from multiple FlexCards
  • Session Variable allows you to variable that allows you to store values from data sources or external systems and access them globally on a FlexCard
  • There can be 12 columns on a FlexCard Grid
  • Industries Console – helps provide 360 degrees view of the customer

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