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Course Overview
Discover how to design robust industry-specific solutions with OmniStudio. In this 5-day instructor-led course, learn how to build Industry 360, product problem reporting, new customer onboarding, and program eligibility solutions using OmniStudio components. Implement FlexCards, utilize OmniScripts, build DataRaptors, and create Integration Procedures in order to deliver digital-first OmniStudio solutions that enhance user experiences, guide user interactions and engagements, and champion industry best practices.
Who Should Attend
This course is designed for platform developers, user interface (UI) developers, solution architects, and technical architects who are responsible for configuring and maintaining OmniStudio and Salesforce Industry Cloud applications. Students should have a solid understanding of basic Salesforce features and functionality, including Lightning Web Components (LWCs), relational databases, and JavaScript Object Notation (JSON). They should ideally hold the Salesforce Administrator or Salesforce Platform Developer I credential, although this is not required. This is also a great course for anyone interested in earning their Salesforce Certified OmniStudio Developer credential.
Course Objectives
- Implement FlexCards on page layouts to improve the user experience.
- Design OmniScripts to guide user interactions, productivity, and engagement.
- Build Integration Procedures that enact complex server-side operations and incorporate external data sources.
- Customize DataRaptors to pull data from and save it back to Salesforce, and trim and transform data before sharing with OmniStudio tools.
- Identify relevant Flow for Industries processes and services.
- Build Industry 360, problem reporting, customer onboarding, and product and program eligibility solutions using OmniStudio components.
- Design OmniStudio solutions that solve for specific requirements.
- Adjust OmniStudio solutions based on changing business requirements.
Course Outline
1. Introduction to Industry 360 and OmniStudio
- Define Industry 360
- Describe OmniStudio
- Use OmniStudio for Industry 360 Solutions
- Examine OmniStudio’s Data Model and Architecture
2. Introduction to Additional Flow for Industries Processes and Services
- Define the Business Rules Engine (BRE)
- Review Lookup Tables
- Understand Expression Sets
- Review Decision Explainer
- Describe Document Generation (Doc Gen)
- Review Client-Side Processing
- Explore Server-Side Processing
- Define Intelligent Document Reader
- Describe the Data Processing Engine
3. OmniStudio Components
- Define OmniStudio Components
- Examine Component Types
- Review Component Best Practices
- Navigate Component Designers
4. Parent and Child FlexCards in Industry 360 Solutions
- Examine an Industry 360 Use Case
- Implement Different FlexCards in an Industry 360 Solution
- Define Parent and Child FlexCards
- Examine Parent and Child FlexCard Relationships
- Review Parent and Child FlexCard Data Sources
- Build and Style a Child FlexCard
- Create FlexCard States
- Embed a Child FlexCard in a Parent Card
- Build an Industry 360 Lightning Application To Deploy FlexCards
5. Problem Reporting with OmniStudio
- Examine a Problem Reporting Use Case
- Design a Problem Reporting Solution
- Build a DataRaptor To Display Asset and Account Data
- Create a Simple OmniScript To Capture Case Data
- Configure a File Upload Element
- Create a Type Ahead Block
- Refine the OmniScript User Experience
- Create a Branching Integration Procedure
- Test and Deploy the OmniScript Using a FlexCard
6. Customer Onboarding with OmniStudio
- Examine a Customer Onboarding Use Case
- Examine and Complete an In-Progress OmniScript
- Configure Conditional Views
- Implement a Repeating Block
- Implement Text Blocks
- Build Error Checking
- Create an Integration Procedure with a DataRaptor Transform
- Design a Confirmation Step with a Lookup Element
- Use an OmniScript’s JSON To Create a DataRaptor Load
- Deploy the OmniScript on an Application Home Page
7. Product and Program Eligibility with OmniStudio
- Discuss Product and Program Eligibility Use Cases
- Examine a Service Level Agreement (SLA) Use Case
- Build an SLA OmniScript
- Embed a FlexCard in the OmniScript
- Create Branching with a Set Values Element
- Expression Editor
- Build an Expression Set and Calculate Discounted Pricing
- Configure a Disclosure Element
- Seed Data Using a Set Values Element
- Create an Opportunity with a DataRaptor Load
- Deploy the OmniScript on a Record Detail Page
8. Solution Adjustments in Response to Changing Requirements
- Extend and Customize Standard OmniStudio Components
- Update FlexCards and Their Data Sources
- Adjust OmniScripts and Their Data Sources
- Import and Export Data Using DataPacks and MultiPacks
9. Capstone Activity
- Design an OmniStudio Solution for Specific Requirements