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Salesforce Plat-Con-201 Exam - Topic 5 Question 1 Discussion

A banking client wants to display a list of recent transactions on a customer's profile. The display must be branded to match the bank's website and allow the agent to dispute a transaction directly from the list.What is the primary role of OmniStudio in this scenario?
A) Display interactive data using FlexCards.
B) Present guided steps using OmniScript.
C) Visualize data using Tableau.
D) Query data using Apex.

Salesforce Plat-Con-201 Exam - Topic 5 Question 1 Discussion

Actual exam question for Salesforce's Plat-Con-201 exam
Question #: 1
Topic #: 5
[All Plat-Con-201 Questions]

A banking client wants to display a list of recent transactions on a customer's profile. The display must be branded to match the bank's website and allow the agent to dispute a transaction directly from the list.

What is the primary role of OmniStudio in this scenario?

Show Suggested Answer Hide Answer
Suggested Answer: A

The primary OmniStudio role here is to display interactive data using FlexCards. The requirement is not just to show static transaction information; the card must present recent transactions in a branded UI and allow the agent to take action, such as disputing a transaction. FlexCards are designed to show contextual information and provide quick actions in a reusable declarative component. OmniScript would be appropriate for a guided multi-step dispute process, but the initial list display and direct action surface are FlexCard responsibilities. Tableau is for analytics and visualization, not transactional service actions. Apex may support custom logic, but it is not the primary declarative OmniStudio UI tool for this use case.

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