Build Guided Experiences with OmniStudio

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Free Online Course: Build Guided Experiences with OmniStudio provided by Trailhead is a comprehensive online course, which lasts for 5-6 hours worth of material. The course is taught in English and is free of charge.

Overview
  • 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
    • OmniStudio FlexCards
      • 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
    • OmniStudio FlexCard Building and Publishing
      • Work with Child FlexCards
      • Build a FlexCard with External Data
      • Add FlexCard States and Conditions
      • Activate and Publish FlexCards
    • OmniScripts
      • Learn the Fundamentals of OmniScripts
      • Explore OmniScript Guided Interactions
      • Dig into the OmniScript Designer
      • Design a Simple OmniScript
      • Create a Simple OmniScript
    • OmniScripts with Branching
      • Design and Build a Branching OmniScript
      • Create a Type Ahead Block Element
      • Validate Data and Handle Errors
      • Display External Data
    • OmniStudio DataRaptors
      • Discover DataRaptor Types
      • Explore DataRaptor Features
      • Build a DataRaptor Turbo Extract and DataRaptor Load
    • OmniStudio Integration Procedures
      • Get Started with OmniStudio Integration Procedures
      • Explore the Integration Procedure Designer
      • Design Simple Integration Procedures
      • Build Simple Integration Procedures
    • OmniStudio Data Tools and Internal Data
      • Extract Data from Salesforce Objects
      • Build a DataRaptor Extract for a Type Ahead Block
      • Prepare OmniScript JSON with Different Conditional Inputs
      • Build an Integration Procedure with Conditional DataRaptor Loads
      • Combine Internal Data for FlexCards
    • OmniStudio Data Tools and External Data
      • Extract External Data with an Integration Procedure
      • Transform External Data