100% Free Plat-Con-201 Practice Exam Questions and Answers

A company needs to generate invoices when contracts reach an approved status. Users should initiate the invoice generation process from the contract page, but the option should not appear until the contract reaches the approved status. After the invoice is generated, it should be sent to the customer for signature. What three tools should be used in the solution the consultant recommends to meet these requirements?

What is the purpose of a DataRaptor Load?

A business wants to create a reusable OmniScript to capture customer payment information during the orderprocess. The business decides that the first step of the payment process should include:• Payment type (credit card or bank account)• Payment amountWhich two elements should the consultant recommend for this step of the process?Choose 2 answers

A business has a requirement to display cases in a console for service agents. Cases can have a variety ofstatuses, including Active, Closed, or Escalated. When a case is Closed, agents need to be able to reopen thecase. When the case is Active or Escalated, agents should not have the option to reopen the case.Which FlexCard functionality can be used to meet this requirement?

A business is creating a new OmniScript that will allow agents to launch a guided selling process from an account detail page. The consultant reviews the initial design proposed for the OmniScript and sees that the process ^ the following steps:• Step 1: Enter account name to retrieve account information• Step 2: Review and edit account information• Step 3: Select products• Step 4: Enter payment informationFollowing best practices, what suggestion should the consultant make to improve the design?