Introduction to Salesforce OmniStudio

The current trend in Salesforce, as we all know is Low code vs Pro code. Salesforce OmniStudio is a rapidly builds and deploys digital-first and industry-specific experiences across channels tool. We will review its key components. We will show some examples of OmniStudio in action, talk about its expanding role within Salesforce, and tell you how you can learn more.

What is Salesforce OmniStudio?

The Salesforce OmniStudio digital engagement suite makes it easy to click-configure rich, consumer-grade user experiences based on objects, APEX classes, REST APIs, and other data sources. We will explain the business and technical problems that led to the development of Salesforce OmniStudio and Salesforce Industries (also called Salesforce Vlocity).

If you are new to OmniStudio then check out our FREE Salesforce OmniScript Training.

Salesforce OmniStudio

OmniStudio Architecture

In this session, we covered the User Interface, FlexCards, and OmniScript for guided processes including data tools like DataRaptor and Integration Procedures. It’s divided into several layers of components OmniStudio offers.

  1. Digital Experience
  2. Service Management
  3. Developer Experience
Salesforce OmniStudio Architecture

Digital Experience

Let’s start with digital experience first

1. FlexCards

Beginning end ending point for guided interactions. Cards that display contextual information. Create flexCards with a declarative WYSIWYG editor and no-code styling.

OmniStudio FlexCards

Learn about advanced FlexCard here.

2. OmniScripts

OmniScripts: Step users through complex tasks. It’s called the guided path. The ability to configure interactive, easy-to-use business processes with branching, means different pages and groups of fields can be shown based on choices the user makes.

OmniStudio OmniScript
OmniScript

Learn about Salesforce Flow vs OmniScript here.

Service Management

Lets talk about service management.

1. Integration Procedures

Declarative, server-side processes that execute multiple actions in a single service call. Merge the output to multiple APIs and orchestrate multi-step calculations. Can be used as a data source for an OmniScript, FlexCard, API, or Apex.

OmniStudio Integration Procedure

learn more about Integration Procedures.

2. DataRaptors

Configurable service for retrieving, transforming, and updating data. DataRaptors has three components.

  1. DataRaptor Extract- Retrieve and transform data from Salesforce. With DataRaptor Turbo Extract (a relatively new offering) you can retrieve data from a single Salesforce object type. It has a simpler configuration and better performance at runtime.
  2. DataRaptor Load– Transform and save data to Salesforce.
  3. DataRaptor Transform – Transform any data.
Type of DataRaptor in OmniStudio

Developer Experience

Below are developer experience tools.

1. IDX Build Tool

Command-line automation tool that packages and migrates OmniStudio Datapacks in a source-control-friendly format.

2. IDX Workbench

Simplify Dev Ops by making it easy to share updates via source control. This is a desktop application that enables developers to migrate Data packs and Salesforce metadata from one org to another or from an org to a git repository.

Salesforce OmniStudio Video

Check our below video to learn more about Salesforce OmniStudio.

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How to learn OmniStudio

Where can you learn more and prepare for the OmniStudio certification?

  1. OmniStudio Developer/Consultant: Check on Trailhead!
    1. OmniStudio Developer
    2. OmniStudio Consultant
    3. Instructor-led training – great if you prefer live sessions like this, reach out to your Salesforce Account Team for more information
    4. Exam content is covered in the training course
    5. Can be passed with just theoretical knowledge, but strongly recommend hands on exercises!
  2. Industries CPQ Developer: Check out Vlocity University (for now!)
  3. Industries Order Management, Insurance, Others: Currently training through Vlocity
  4. University and exams through Vlocity Webassessor – Stay tuned for updates!
  5. Request access to the Vlocity Success Community and Vlocity University (Salesforce Partners and Customers): https://go.vlocity.com/SuccessCommunityAndVUAccess.

Summary

Salesforce Vlocity is built natively on the Salesforce Platform and it is a provider of industry-specific solutions and mobile software, delivering digital, omnichannel processes for the world’s largest companies in a selection of industries. The Salesforce OmniStudio digital engagement suite makes it easy to click-configure rich, consumer-grade user experiences based on objects, APEX classes, REST APIs, and other data sources.

Amit Chaudhary

Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates. He is a active blogger and founder of Apex Hours.

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6 Comments

  • Hi all – I’m wondering is there a way to get a DX/trailhead org with OmniStudio? I’m wondering if there are also Salesforce guides out there available for consultants who wish to take the certification?

  • After doing the course can we apply for job

  • Can you give some real time scenarios related to all four Omni-studio components?

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