- 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.
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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
- Flexcards in Omnistudio for Managed Packages
- 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
- Flexcard Building and Publishing in Omnistudio for Managed Packages
- Work with Child Flexcards
- Display External Data
- Add States and Conditions
- Activate and Publish Flexcards
- Omniscripts in Omnistudio for Managed Packages
- Learn the Fundamentals of Omniscript
- Explore Omniscript Guided Interactions
- Dig into the Omniscript Designer
- Design a Simple Omniscript
- Configure a Simple Omniscript
- Branching Omniscripts in Omnistudio for Managed Packages
- Design and Build a Branching Omniscript
- Create a Type Ahead Block Element
- Validate Data and Handle Errors
- Display External Data
- Omnistudio Data Mappers in Omnistudio for Managed Packages
- Discover Data Mapper Types
- Explore Data Mapper Features
- Build a Data Mapper Turbo Extract and Data Mapper Load
- Integration Procedures in Omnistudio for Managed Packages
- Get Started with Omnistudio Integration Procedures
- Explore the Integration Procedure Designer
- Design Simple Integration Procedures
- Build Simple Integration Procedures
- Omnistudio for Managed Packages Internal Data Tools
- Extract Data from Salesforce Objects
- Build a Data Mapper Extract for a Type Ahead Block
- Prepare Omniscript JSON with Different Conditional Inputs
- Build an Integration Procedure with Conditional Data Mapper Loads
- Combine Internal Data for Flexcards
- Omnistudio for Managed Packages External Data Tools
- Extract External Data with an Integration Procedure
- Transform External Data