Build Guided Experiences with OmniStudio

Discover how to design robust industry-specific solutions with OmniStudio. In this 5-day class, learn how to build Industry 360, product problem reporting, new customer onboarding, and program eligibility solutions using OmniStudio components. Implement FlexCards, utilize OmniScripts, build DataRaptors, and create Integration Procedures to deliver digital-first OmniStudio solutions that provide an enhanced user experience, guide user interactions and engagements, and champion industry best practices.

Who Can Benefit

• This class is designed for platform developers, UI developers, solution architects, and technical architects who are responsible for the setup, configuration, or maintenance of OmniStudio applications and Salesforce Industry Cloud apps. Students should have a solid understanding of basic Salesforce features and functionality, including Lightning Web Components (LWC), experience working with relational databases, and familiarity with JavaScript Object Notation (JSON). Students should ideally hold the Salesforce Administrator or Salesforce Platform Developer I credential, although this is not required. This is also a great class for anyone looking to earn their Salesforce Certified OmniStudio Developer credential.

Skills Gained

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

Course Content

Lessons and Topics

• 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