Build Guided Experiences with OmniStudio

Discover how to develop engaging, digital-first guided experiences using OmniStudio tools. In this class, our OmniStudio experts will show you how to use FlexCards, OmniScripts, and the OmniStudio Interaction Console to configure applications that elevate the user experience.

You’ll learn how to retrieve and transform internal and external data using declarative OmniStudio data tools to get a 360-degree view of customer accounts, empowering you to quickly deliver high-quality, consumer-grade experiences that your users expect.

Who should take this course?

This course is designed for platform developers, UI developers, solution architects, and technical architects who are responsible for the setup, configuration, or maintenance of OmniStudio applications or Salesforce Industry Cloud apps.

You should have a solid understanding of basic Salesforce concepts and functionality, including Lightning Web Components (LWC), as well as experience working with relational databases and familiarity with JSON.

Ideally, you hold the Salesforce Administrator or Salesforce Platform Developer I credential. This class is recommended for anyone looking to earn their Salesforce Certified OmniStudio Developer credential.

When you complete this course, you will be able to:

• Create FlexCards and build an OmniStudio Interaction Console to improve customer experience.
• Create OmniScripts to ensure productive, consistent user engagement.
• Use Integration Procedures to execute complex operations on the server and incorporate external data sources.
• Create and modify DataRaptors to get data from Salesforce, transform data, and save data back to Salesforce.
• Create Calculation Matrices and Calculation Procedures to execute data lookups and calculations.

Introduction to Industry 360 & OmniStudio

• Define Industry 360
• Define OmniStudio
• Utilize OmniStudio for Industry 360 Solutions
• Examine OmniStudio’s Data Model and Architecture

Introduction to Additional Flow for Industries Processes & Services

• Define Business Rules Engine (BRE)
• Review Lookup Tables
• Understand Expression Sets
• Review Decision Explainer
• Define Document Generation (Doc Gen)
• Review Client-Side Processing
• Review Server-Side Processing
• Define Intelligent Form Reader
• Define Data Processing Engine

OmniStudio Components

• Define OmniStudio Components: FlexCards, OmniScripts, DataRaptors, and Integration Procedures
• Examine Component Types
• Review Component Best Practices
• Navigate Component Designers

Parent & Child FlexCards in Industry 360 Solutions

• Examine a FlexCard for Industry 360 Use Case
• Implement Different FlexCards in an Industry 360 Solution
• Define Parent and Child FlexCards
• Examine Parent and Child FlexCard Relationships
• Examine Parent and Child FlexCard Data Sources
• Build and Style a Child FlexCard
• Create FlexCard States
• Embed a Child FlexCard in a Parent Card
• Build an Industry 360 Lightning Application to Deploy FlexCards

Problem Reporting with OmniStudio

• Examine a Problem Reporting Use Case
• Design a Problem Reporting Solution
• Build a DataRaptor to Display Asset and Account Data
• Create a Simple OmniScript to Capture Case Data
• Configure a File Upload Element
• Create a Type Ahead Block
• Refine the OmniScript User Experience
• Create a Branching Integration Procedure
• Test and Deploy the OmniScript Using a FlexCard

Customer Onboarding with OmniStudio

• Examine a Customer Onboarding Use Case
• Examine and Complete an In-Progress OmniScript
• Configure Conditional Views
• Configure a Repeating Block
• Configure Text Blocks
• Configure Error Checking
• Create an Integration Procedure with a Loop Block and DataRaptor Transform
• Create a Confirmation Step with a Lookup Element and Embedded FlexCard
• Use OmniScript’s JSON to Create a DataRaptor Load
• Deploy the OmniScript on an Application Home Page

Product & Program Eligibility with OmniStudio

• Discuss Product and Program Eligibility Use Cases
• Examine a Service Level Agreement (SLA) Use Case
• Build a SLA OmniScript
• Embed a FlexCard in the OmniScript
• Create Branching with a Set Values Element Expression Editor
• Calculate Discounted Pricing Using a Pre-Built Expression Set
• Configure a Disclosure Element
• Seed Data Using a Set Values Element
• Create an Opportunity Using a DataRaptor Load
• Deploy the OmniScript on a Record Detail Page

Solution Adjustments in Response to Changing Requirements

• Extend and Customize Standard OmniStudio Components
• Update FlexCards and Their Data Sources
• Update OmniScripts and Their Data Sources
• Import and Export Data Using DataPacks and MultiPacks

Capstone Activity

• Design an OmniStudio Solution Based on Specific Requirements