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Build Guided Experiences with OmniStudio (OMS435)
Course Description
Overview
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.Objectives
- Create and deploy FlexCards on page layouts to improve the user experience.
- Create and deploy OmniScripts to guide user interactions, productivity, and engagement.
- Build Integration Procedures to execute complex server-side operations and incorporate external data sources.
- Implement and modify DataRaptors to pull data from and save it back to Salesforce, in addition to trimming and transforming data before it is shared with OmniStudio tools.
- Identify additional Flow for Industries Processes and Services that may be used in Industries solutions.
- Build Industry 360, problem reporting, customer onboarding, and product and program eligibility solutions using OmniStudio components.
- Design OmniStudio solutions that solve for specific requirements and adjust solutions accordingly when requirements are changed.
Audience
Prerequisites
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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.
Topics
- Define Industry 360
- Define OmniStudio
- Utilize OmniStudio for Industry 360 Solutions
- Examine OmniStudio’s Data Model and Architecture
- 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
- Define OmniStudio Components: FlexCards, OmniScripts, DataRaptors, and Integration Procedures
- Examine Component Types
- Review Component Best Practices
- Navigate Component Designers
- 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
- 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
- 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
- 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
- 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
- Design an OmniStudio Solution Based on Specific Requirements
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Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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