Zero to Hero in Salesforce Omnistudio

Zero to Hero in Salesforce Omnistudio

1. OmniStudio

   
   

   OmniStudio provides a suite of services, components and data model objects that combine to create Industry Cloud applications. Create guided interactions using data from your Salesforce organization and external data.

   With OmniStudio, you can create:

   • OmniScripts, which contain the interaction logic.

   • DataRaptors, which transfer and transform data between Salesforce and OmniScripts, FlexCards and integration procedures.

   • Integration procedures, which consolidate server-side operations for efficiency and reuse.

   • FlexCards, which display data and initiate actions.

     
     

2. OmniScript Basics

   
   

   A Vlocity OmniScript guides users through complex processes with fast, personalized and consistent responses. For example, you can create an OmniScript to guide:

   
   

   • A customer service agent to add a new customer

   • An insurance agent to update a policy

   • An end user to complete a self-service interaction such as troubleshooting.

   
   

   You can create a guided interaction to match your process flow. OmniScript is a declarative scripting tool, which means you create it with clicks, not code. To create the structure of an OmniScript, you drag and drop different types of elements.

   
   

3. OmniStudio FlexCards

   Build customer-centric, industry-specific UI components and applications on the Salesforce platform with OmniStudio FlexCards. Display Salesforce object information along with distinct, clickable actions that change according to the context in which they appear and based on the information that they contain.

   
   

   Create and design FlexCards with the FlexCard Designer, a declarative tool with a drag interface, WYSIWYG editing, and graphic user interfaces to style individual elements. FlexCards are built with the Lightning Web Components programming model Creating UI components with FlexCards is all about sourcing the data and displaying and organizing the returned information in a meaningful way

   
   

4. OmniStudio DataRaptors

   
   

   A DataRaptor is a mapping tool that enables you to read, transform, and write Salesforce data. There are four types of DataRaptor: Turbo Extract, Extract, Transform, and Load.

   
   

5. OmniStudio Integration Procedures

   
   

   OmniStudio Integration Procedures are declarative, server-side processes that execute multiple actions in a single server call. Integration procedures can read and write data from Salesforce and from external systems (using REST calls) and can call Apex code. An Integration Procedure can be called from an OmniScript, an API, or an Apex method, and can be a data source for a FlexCard.

   
   

   
   

   
   

Learn OmniStudio tools, Test your knowledge prior to sitting the OmniStudio Consultant Exam, OmniStudio Developer Exam.

Url: View Details

What you will learn

• 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.

Rating: 3.05

Level: All Levels

Duration: 6 hours

Instructor: Tchio Amougou Styves Daudet