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PLAT-CON-201 Exam Topics and Domains
PLAT-CON-201 is organized into 4 weighted domains. Expect to work with Integration Procedures, FlexCard Designer, DataRaptors, Business Rules Engine, and more.
FlexCards
FlexCard Capabilities, Use Cases, and Purpose
Explain the capabilities, use cases, and purpose of using FlexCards
Designing FlexCards for Customer Requirements
Design FlexCards to ensure they meet customer requirements/needs
Customer 360 Information Collection and Grouping
Collect and group the Customer 360 Information required to show to an end user (Console, FlexCards)
OmniScript
OmniScript Structure
Explain the basic structure of an OmniScript
OmniScript Validation and Client Alignment
Validate developed OmniScript processes to ensure client expectation alignment
Business Process Mapping to OmniScript Components
Identify business process step requirements and map them to OmniScript Components required to implement them
Data Tools
Integration Procedures and OmniStudio Data Mappers
- Explain the purpose and benefits of Integration Procedures and OmniStudio Data Mappers
- Design Integration Procedures and related OmniStudio Data Mappers
Decision Matrices and Expression Sets (Business Rules Engine)
Describe the benefits of using Decision Matrices and Expression Sets and provide real examples
Best Fit Solutioning
Business Requirements Analysis and Solution Design
Gather, analyze, and simplify business requirements in order to design solutions using OmniStudio tools following best practices
Process Requirements Mapping to OmniStudio Capabilities
Map process requirements to OmniStudio capabilities and explain the interaction between them
Fit/Gap Analysis
Create fit/gap analyses between requirements and OmniStudio capabilities
How do I earn this certification?
Passing PLAT-CON-201 earns the Salesforce Certified OmniStudio Consultant certification. It sits in the OmniStudio / Industries track.
- Plat-Dev-210 - OmniStudio DeveloperDeepen technical implementation skills after understanding consulting approach
- Ind-Dev-201 - Industries CPQ DeveloperSpecialize in Industries CPQ using OmniStudio tools for Communications, Media, and Energy & Utilities Clouds
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How to study for this exam?
The most effective way to prepare for PLAT-CON-201 is by using the PlanetCert Simulator to practice questions and review detailed explanations.
What's changed on this exam?
- ACTIVE
- Last content update: Winter '25 release
- OmniStudio Standard (non-Managed Package) Winter '25 Exam now reflects OmniStudio Standard features; candidates should understand both managed package and standard versions • Release date: 2024-10-01
- Business Rules Engine Current Decision Matrices and Expression Sets are tested under the Data Tools domain (23%)
Who should take this exam?
- 1 year of Salesforce experience
- 2 to 5 years of consulting or business analysis experience
- Familiarity with CRM business logic and processes
- Familiarity with Salesforce Service, Sales, and Experience Clouds
- Understanding of Sales and Service lifecycles
- Understanding of OmniStudio tools (FlexCards, OmniScripts, Integration Procedures, DataRaptors, Expression Sets, Decision Matrices)
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