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.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

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.

1

  • Introduction to OmniStudio

  • Explore OmniStudio Tools and Resources
2

  • OmniStudio LWC

  • Learn the Benefits and Features of OmniStudio LWC and Component Types
3

  • FlexCards and Omnistudio Interaction Consoles

  • Design and Build Parent and Child FlexCards
    Assign Data Sources to FlexCards, Including External Data Sources
    Configure Fields to Display Data and Configure Actions to Launch OmniScripts from FlexCards
    Configure FlexCard Flyouts to Display Additional Data
    Configure Conditions to Display Different Flexcard States
    Build an OmniStudio Interaction Console
4

  • OmniScripts

  • Design and Build Simple and Complex OmniScripts
    Configure OmniScript Elements such as Type Ahead Blocks
    Configure Element Properties such as Branching Conditions
    Configure Simple Error Checking
    Add External Data to an OmniScript
    Connect an Interaction Launcher to a Console Toolbar
5

  • Integration Procedures and OmniStudio Data Tools

  • Learn How OmniStudio uses Salesforce sObjects and Fields
    Learn How Data Flows Between OmniScripts and Integration Procedures
    Build Integration Procedures and DataRaptors for OmniScripts and FlexCards
    Use a DataRaptor to Transform FlexCard Data JSONs
    Build Calculation Matrices and Procedures
    Test and Troubleshoot Components in the OmniStudio Interaction Console

Audience

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.

Language

English

Prerequisites

While there are no prerequisites for this course, please ensure you have the right level of experience to be successful in this training.

$4,500

Length: 4.0 days (32 hours)

Level:

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