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Build Guided Experiences with OmniStudio

Salesforce via Trailhead

Overview

Develop guided experiences for Salesforce customers with the OmniStudio digital engagement suite.
  • 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.

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

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