Get to Know OmniStudio

Go to class
Write Review

Free Online Course: Get to Know OmniStudio provided by Trailhead is a comprehensive online course, which lasts for 3-4 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Provide 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.
    • Use OmniScripts to design customer interactions.
    • Use DataRaptors to efficiently read, transform, and write Salesforce data.
    • Design processes that integrate data from Salesforce and external systems.

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
    • OmniScripts
      • Learn the Fundamentals of OmniScripts
      • Explore OmniScript Guided Interactions
      • Dig into the OmniScript Designer
      • Design a Simple OmniScript
      • Create a Simple OmniScript
    • 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