An agent at a MedTech company requires a UI component that displays customer data and contains a link to create a new order. Once clicked, the link starts a process to build a new order and displays the available products for purchase.
Which three OmniStudio capabilities are required to solve this use case?
Choose 3 answers
The use case describes:
A UI component to display customer data FlexCards
A link to start a process (build a new order) OmniScript
Retrieving and displaying available products DataRaptors (and often Integration Procedures if orchestration is needed).
Let's map it step by step:
D . FlexCards Used to display contextual customer data on the UI and provide clickable actions (like 'Create New Order').
E . OmniScript Guides the user through the order creation process, step by step (product selection, details, confirmation).
A . DataRaptors Extract and load Salesforce data (e.g., retrieving available products, saving the order).
These three are the core capabilities needed.
Why not the others?
B . Integration Procedures -- Helpful if the solution requires multiple data sources or orchestration, but the question doesn't explicitly state external integration or complex orchestration. If data is all within Salesforce, DataRaptors are enough.
C . Document Generation -- Used to create documents (PDFs, Word, etc.), which isn't part of this order creation flow.
Salesforce Health Cloud / OmniStudio Reference:
Salesforce OmniStudio Developer Guide
''FlexCards present contextual information and actions in a UI component.''
''Use OmniScripts to guide users through business processes such as creating orders.''
''DataRaptors retrieve, transform, and save Salesforce data for use in OmniScripts and FlexCards.''