- Create omnichannel guided sales and service experiences.
- See contextual customer data at a glance with OmniStudio FlexCards.
- Customize OmniStudio FlexCards to address your business needs.
- Use OmniScripts to design customer interactions.
- Design and build a branching OmniScript that displays fields based on user input.
- Use DataRaptors to efficiently read, transform, and write Salesforce data.
- Design processes that integrate data from Salesforce and external systems.
- Display internal data using DataRaptors and Integration Procedures.
- Display external data on a FlexCard using OmniStudio data tools.
Overview
Develop guided experiences for Salesforce customers with the OmniStudio digital engagement suite.
Syllabus
- OmniStudio Architecture
- Meet OmniStudio
- Explore the Digital Experience Layer
- Use the Service Management Layer
- OmniStudio FlexCards
- Discover the Key Capabilities of FlexCards
- Explore the FlexCard Designer
- Meet the Data Source Wizard
- Display Data and Actions on a FlexCard
- Style FlexCard Elements
- OmniStudio FlexCard Building and Publishing
- Work with Child FlexCards
- Build a FlexCard with External Data
- Add FlexCard States and Conditions
- Activate and Publish FlexCards
- OmniScripts
- Learn the Fundamentals of OmniScripts
- Explore OmniScript Guided Interactions
- Dig into the OmniScript Designer
- Design a Simple OmniScript
- Create a Simple OmniScript
- OmniScripts with Branching
- Design and Build a Branching OmniScript
- Create a Type Ahead Block Element
- Validate Data and Handle Errors
- Display External Data
- OmniStudio DataRaptors
- Discover DataRaptor Types
- Explore DataRaptor Features
- Build a DataRaptor Turbo Extract and DataRaptor Load
- OmniStudio Integration Procedures
- Get Started with OmniStudio Integration Procedures
- Explore the Integration Procedure Designer
- Design Simple Integration Procedures
- Build Simple Integration Procedures
- OmniStudio Data Tools and Internal Data
- Extract Data from Salesforce Objects
- Build a DataRaptor Extract for a Type Ahead Block
- Prepare OmniScript JSON with Different Conditional Inputs
- Build an Integration Procedure with Conditional DataRaptor Loads
- Combine Internal Data for FlexCards
- OmniStudio Data Tools and External Data
- Extract External Data with an Integration Procedure
- Transform External Data