Salesforce Certified OmniStudio Developer — Question 34

A company wants to allow agents to send customers a quote for signature. The quote is a document created using a DocuSign template that has been prefilled with all of the quote details. The document will be emailed to one or more recipients for signature.
How should a developer configure this functionality in an OmniScript?

Answer options

• A. DocuSign Envelope Action
• B. Email Action
• C. DocuSign Signature Action
• D. PDF Action

Correct answer: A

Explanation

The correct answer is A, as the DocuSign Envelope Action specifically handles the creation and sending of envelopes for electronic signatures using DocuSign templates. The other options do not facilitate the process of sending a prefilled document for signature; for instance, Email Action is for general email communications, while DocuSign Signature Action and PDF Action are not designed to configure envelope sending.