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Course Overview
Discover how to design human-centric experiences tailored to your industry with OmniStudio and Business Rules Engine (BRE). In this 3-day instructor-led course, learn how to translate user requirements into OmniStudio solutions using OmniStudio Data Tools, FlexCards, OmniScripts, and BRE. In addition to building basic OmniStudio components and BRE solutions, design and deploy branded experiences with guided interactions that work across devices and channels and champion best practices.
Who Should Attend
- This course is designed for administrators, consultants, and business analysts in the Salesforce Industries ecosystem who are responsible for designing human-centric Salesforce solutions with OmniStudio. This is also a great course for anyone interested in earning their OmniStudio Consultant credential.
Course Objectives
- Familiarize yourself with OmniStudio and its suite of components.
- Translate user requirements into OmniStudio solutions.
- Enable OmniStudio installations and upgrades.
- Design FlexCards.
- Architect OmniScripts.
- Develop Business Rules Engine (BRE) solutions to help power OmniStudio tools.
- Apply best practices to use OmniStudio successfully.
Course Outline
1. Introduction to OmniStudio
- Describe how OmniStudio and BRE Fit Into Industries 360 Solutions
- Explore the OmniStudio Data Model
2. OmniStudio Data Tools
- Describe Data Mappers and Integration Procedures
- Evaluate Data Tools
- Build Data Mappers
3. FlexCards
- Describe how FlexCards Provide Context
- Learn FlexCard Best Practices
- Design FlexCards To Meet System Requirements
- Build and Deploy Simple FlexCards
4. OmniScripts
- Use OmniScripts To Guide Interactions
- Learn OmniScript Best Practices
- Build Simple OmniScripts To Allow End Users To Confirm or Update Data
5. Business Rules Engine (BRE)
- Describe how BRE Facilitates Complex Calculations
- Follow BRE Best Practices
- Build a Lookup Table and Associated Expression Set
6. OmniStudio Best Practices
- Review OmniStudio Best Practices
- Apply Best Practices To Resolve Business Challenges
7. OmniStudio Solutions
- Describe the Designer’s Mindset and the Salesforce Way
- Analyze Requirements and Apply OmniStudio Solutions
8. OmniStudio Installations and Upgrades
- Prepare To Install OmniStudio
- Review Post-Installation Steps
- Enable Users To Use OmniStudio Tools