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A business wants to create an OmniScript that allows call center agents to schedule field service appointments with customers. The process needs to retrieve available appointment dates from an external system via a REST A [ and then display them to the user for selection in a dropdown list. Once the user selects a date, a confirmation should display with rich text and images.
Which three OmniScript elements should be used to meet these requirements?
Choose 3 answers
The three OmniScript elements that should be used to meet the requirements are: Text Block, HTTP Action, and Select. A Text Block element can display rich text and images using HTML tags in the OmniScript. An HTTP Action element can invoke a REST API and store the response in a JSON object.A Select element can display a dropdown list of options for the user to choose from
In which two scenarios should a DataRaptor be used?
Choose 2 answers
The two scenarios where a DataRaptor should be used are: to retrieve an account and its related contacts, and to merge the city and state fields into a single field. A DataRaptor is a tool that can read, transform, and write data from Salesforce objects or JSON objects. A DataRaptor Extract can retrieve data from one or more Salesforce objects using SOQL queries, and store it in an Interface object or a JSON object. A DataRaptor Transform can map data from one Interface object or JSON object to another, and apply formulas and functions to transform the data.For example, a DataRaptor Transform can concatenate two fields into one using the + operator
You want to update 500 Leads through a Data Loader. In the CSV file, you have three columns (ID,
Email, and Phone). Also, there are some blank values in the rows (some records do not have email,
and some do not have a phone). You do not want null values in the records when updating the
values. Which of the following options should you use to do this?
The requirement is to update 500 Leads using Data Loader, ensuring that blank (null) values in the CSV file (for Email or Phone) do not overwrite existing values in Salesforce records. The Salesforce Data Loader provides a specific setting to control this behavior, making A the correct answer.
Here's why A. Open Data Loader --> Setting --> Uncheck the 'Insert Null Values' checkbox is the correct answer:
Data Loader Behavior: By default, when you update records via Data Loader, blank values in the CSV file are treated as nulls and will overwrite the corresponding fields in Salesforce with null, replacing any existing data. For example, if a Lead record has Phone = '555-1234' and the CSV has a blank Phone column for that ID, the update will set Phone = null unless configured otherwise.
Insert Null Values Setting: The 'Insert Null Values' checkbox in Data Loader's Settings (found under Settings > Settings) determines whether blank CSV values are treated as nulls.
Checked: Blank values in the CSV overwrite existing field values with null (default behavior).
Unchecked: Blank values in the CSV are ignored, and the existing field values in Salesforce are preserved.
Meeting the Requirement: Unchecking 'Insert Null Values' ensures that if a row in the CSV has a blank Email or Phone, those fields in the corresponding Lead record remain unchanged (e.g., retaining Email = 'john@example.com' instead of setting it to null). Only non-blank values in the CSV (e.g., a new Phone number) will update the records.
Process: Open Data Loader, go to Settings > Settings, uncheck 'Insert Null Values,' then proceed with the Update operation using the CSV file with ID, Email, and Phone columns.
Now, let's examine why the other options are incorrect:
B . Null values cannot be ignored. If they are present in CSV, they get updated as null: This is false. Data Loader provides the 'Insert Null Values' setting specifically to ignore nulls when unchecked, contradicting this option.
C . Open Data Loader --> Setting --> Check the 'Ignore Null Values' checkbox: There's no 'Ignore Null Values' checkbox in Data Loader Settings. The relevant option is 'Insert Null Values,' which must be unchecked (not checked) to ignore nulls, making this option incorrect due to inaccurate terminology and logic.
D . Modify the CSV file and remove the records which have null values, and update them manually: This is a workaround, not a best practice. Manually editing 500 records is inefficient and error-prone when Data Loader's built-in setting can handle this automatically.
E . Null values do not get updated through Data Loader: This is false. By default, null values do update fields unless the 'Insert Null Values' setting is unchecked.
Salesforce Data Loader Guide: Settings -- Details the 'Insert Null Values' option and its impact on updates.
Salesforce Help: Updating Records with Data Loader -- Explains handling null values in CSV imports/updates.
Service agents must confirm customer contact information in the first step of a payment OmniScript. Contact information includes name, telephone number, mobile number, and email. None of the contact information on first step is required.
On the last step, after taking payment, the agent can optionally email the receipt to the customer. If the customer says yes, the agent selects a checkbox. If the agent selects the box but the email address field is empty, the process must require the user to return to the first step and enter the customer's email address.
What should the consultant recommend to meet this requirement?
The consultant should recommend adding a Set Errors element to meet this requirement. A Set Errors element can display an error message and prevent the OmniScript from proceeding if certain conditions are not met. The consultant can use a Set Errors element to check if the email address field is empty when the agent selects the checkbox to email the receipt.If it is empty, the Set Errors element can show an error message and direct the user to return to the first step and enter the customer's email address
How should the consultant design the OmniScript solution to allow the user to stop and resume a process at a later time?
The consultant should design the OmniScript solution using the Save property to allow the user to stop and resume a process at a later time. The Save property is a property that determines whether an OmniScript can be saved as a draft and resumed later from where it was left off. The consultant can enable the Save property on an OmniScript to allow the user to stop and resume a process at a later time, without losing any data or progress.
