Salesforce Consultant – OmniStudio Consultant
The Salesforce OmniStudio Consultant credential is intended for individuals who have experience consulting on building cloud applications using OmniStudio tools in a customer-facing role. Candidates able to explain the purpose of OmniStudio tools and can design solutions using OmniStudio tools that meet customer business requirements, are maintainable and scalable, and contribute to long-term customer success.
Course Key Learnings
- Understand the benefits of using the available pre-built applications
- Have the ability to gather business requirements and apply the tools to meet the requirements and follow best practices.
- Can analyze what changes are required for UX/UI for Cards or OS.
- Develop the implementation plan for the solution that has been designed
- Understand basic implementations of OmniScript, DataRaptors, Flexcards, Integration Procedures, Calculation Procedures and Matrices, and OmniStudio Interactions Console.
- Have the ability to download and adapt an Industry Process to an Org/Sandbox.
- Customize and implement UX/UI to meet customer requirements.
Course Outline
Introduction to OmniStudio
- Explore OmniStudio Tools and Resources
OmniStudio LWC
- Learn the Benefits and Features of OmniStudio LWC and Component Types
FlexCards and Omnistudio Interaction Consoles
- Design and Build Parent and Child FlexCards
- Assign Data Sources to FlexCards, Including External Data Sources
- Configure Fields to Display Data and Configure Actions to Launch OmniScripts from FlexCards
- Configure FlexCard Flyouts to Display Additional Data
- Configure Conditions to Display Different Flexcard States
- Build an OmniStudio Interaction Console
OmniScripts
- Design and Build Simple and Complex OmniScripts
- Configure OmniScript Elements such as Type Ahead Blocks
- Configure Element Properties such as Branching Conditions
- Configure Simple Error Checking
- Add External Data to an OmniScript
- Connect an Interaction Launcher to a Console Toolbar
Integration Procedures and OmniStudio Data Tools
- Learn How OmniStudio uses Salesforce sObjects and Fields
- Learn How Data Flows Between OmniScripts and Integration Procedures
- Build Integration Procedures and DataRaptors for OmniScripts and FlexCards
- Use a DataRaptor to Transform FlexCard Data JSONs
- Build Calculation Matrices and Procedures
- Test and Troubleshoot Components in the OmniStudio Interaction Console
About the Exam
Read on for details about the Salesforce OmniStudio Consultant exam:
- Content: 60 multiple-choice/multiple-select questions and up to 5 unscored questions*
- Time allotted to complete the exam: 105 minutes
- Passing score: 63%
- Registration fee: USD 200, plus applicable taxes as required per local law
- Retake fee: USD 100, plus applicable taxes as required per local law
- Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment.
- References: No hard-copy or online materials may be referenced during the exam.
- Prerequisite: None
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