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Trailhead

Build Guided Experiences with OmniStudio

Salesforce via Trailhead

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Overview

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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
  • 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

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