What can you do with Salesforce omnistudio?
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.
What are the advantages of omnistudio?
Explore the advantages of Omnistudio. Go digital fast with declarative tools that accelerate innovation. Build flexible, branded interfaces with low-code, WYSIWYG configuration Unlock business agility through scalable digital engagements. Craft guided user experiences without code.
How does this Salesforce omniscript work?
This is an OmniScript. Most of the address details are prefilled, courtesy of a DataRaptor Extract pulling this data from the Salesforce Account object. When the agent changes the address to 456 Second Street, Any City, State 01236 and completes the guided process, a DataRaptor Load saves the changed data back to the Account object.
What are the different components of omnistudio?
In this session we covered the User Interface, FlexCards and Omniscript for guided processes including data tools like DataRaptor and Integration Procedures. Its divided into several layers of components OmniStudio offers. FlexCards : Beginning end ending point for guided interactions.
Is OmniStudio a Vlocity?
Custom Salesforce Development: Benefits of OmniStudio. Salesforce Industries (formerly Vlocity) have grown from a few select verticals to 12 purpose-built cloud industry solutions.
What is OmniStudio developer?
The Salesforce OmniStudio Developer credential is intended for individuals who have knowledge, skills, and experience developing cloud applications using OmniStudio declarative development tools. Get the Exam Guide. Study & Prepare. Learn at your own pace with a learning path designed just for you.
What does an OmniStudio action allow you to do?
An OmniStudio Action can launch the same OmniScript from multiple FlexCards. Customizable FlexCards help you see all sorts of awesome information at a glance, right? Next up, kick your cards up a notch and learn how to style the displayed data and Action elements you add to FlexCards.
How do I enable OmniStudio in Salesforce?
From Setup, search for and then select Installed Packages. If you have OmniStudio, don't install it again. Make sure that you have the OmniStudio Admin, OmniStudio Runtime for Communities, and OmniStudio User permission set licenses. Complete the required steps to prepare your org for OmniStudio.
How do I get to OmniStudio org?
1 – How to get OmniStudio Salesforce Org? First step is get access to a Salesforce Developer Org with OmniStudio (formerly Vlocity). You can sign-up here. Here is a PDF version that you can use in your preparation for the certification and learn about OmniStudio.
What types of Salesforce certifications are there?
Salesforce architect certificationsCertified Data Architecture and Management Designer.Certified Sharing and Visibility Designer.Certified Development Lifecycle and Deployment Designer.Certified Identity and Access Management Designer.Certified Integration Architecture Designer.More items...•
What is OmniStudio console?
Salesforce OmniStudio is powerful suite of task-based components — including OmniScript, DataRaptor, Integration Procedure, and FlexCards — that empower you to consolidate applications, speed new users to productivity, and reduce your overall cost-to-serve.
What can you call from a OmniStudio action?
An Integration Procedure can be called from an OmniStudio component such as an OmniScript or FlexCard, an API, or even from an Apex method.
How do I install OmniStudio in Salesforce?
Go to the OmniStudio release summary documentation for a link to the current managed package installer. Click the URL for the current OmniStudio package, or copy and paste it into your browser. Log in to your Public Sector Solutions org. Select Install for All Users and then click Install.
What is data raptor?
Data Raptor is the tool designed and developed by Deloitte to automatically extract data from client system and generate workpaper.
What are the types of interaction launchers?
1) A class-based Interaction Launcher uses an Apex class to retrieve a search request and search response. 2) A object-based Interaction Launch uses the fields specified in the setup to query. 3) An OmniScript-based Interaction Launcher uses an OmniScript to launch an interaction flow.
Why do you need a response action element in an integration procedure?
The data source determines which element you use, and you should always use a Response Action at the end if needed. The Response Action element tells the Integration Procedure what data to pass back to the tool that called it.
Simplify industry processes and integrations with no-code workflow automation tools
Powered by OmniStudio, Digital Process Automation is a suite of task-based components and services to rapidly deliver digital-first, industry-specific experiences across multiple devices and channels.
OmniStudio
Build guided customer experiences for industry processes across multiple channels.
Decision Tables
Simplify complex rules and actions across industry use cases like pricing discounts, care management, or financial planning.
Intelligent Document Automation
Automatically read and intelligently define document templates and processes.
Data Processing Engine
Create data processing engine definitions to transform your data as needed.
Rapidly execute complex business processes in financial services
Enable digital, customer-centric insurance with automation from quote to claims.
Transform sales, service, factory, and supply chain process automation in manufacturing
Eighty-eight percent of manufacturers say increasing process efficiencies is a top priority. Read the Trends in Manufacturing Survey, Salesforce Insights, September 2020 .
Introduction to Salesforce OmniStudio
The Salesforce OmniStudio digital engagement suite makes it easy to click-configure rich, consumer-grade user experiences based on objects, APEX classes, REST APIs and other data sources.
Digital Experience
FlexCards : Beginning end ending point for guided interactions. Cards that display contextual information. Create flexCards with a declarative WYSIWYG editor and no-code styling.
Service Management
Integration Procedures : Declarative, server-side processes that execute multiple actions in a single server call. Merge the output to multiple APIs and orchestrate multi-step calculations. Can be used as a data source for an OmniScript, FlexCard, API, or Apex.
Developer Experience
Idx Build Tool : Command-line automation tool that packages and migrates OmniStudio Datapacks in a source-control-friendly format.
The Demand for Omnichannel Service
Most consumers today want anytime, anywhere access to a company. They expect businesses to know who they are, what products they have, and where they’ve been. Consumers also expect to have access to online shopping and services 24/7 from any device.
Say Hello to OmniStudio
The OmniStudio digital engagement suite simplifies and accelerates digital transformation, so our customers are agile, flexible, and ready to respond to spikes in demand.
OmniStudio Tools Together in Action
Let’s say a customer calls into a call center to update their address details and check other account details.
OmniStudio DataRaptors
Use DataRaptors to efficiently read, transform, and write Salesforce data.
OmniStudio Integration Procedures
Design processes that integrate data from Salesforce and external systems.
What Is OmniOut?
When you decided to use OmniStudio in your org, you spent a lot of time developing FlexCards to present information and creating OmniScripts that allow end-users to more intuitively create records and make updates.
How Does OmniOut Work?
OmniOut allows you to autogenerate web components from LWCs without writing code. Why is this important? Well, web components offer framework interoperability. You can also embed them without an iFrame… handy right?
What Approach to Use for OmniOut?
Meet Robert Bullard. He’s a technical architect at Get Cloudy Consulting and one of the most knowledgeable people in the Salesforce community. Robert writes a blog called the Bullard Report that gets thousands of views weekly.
OmniStudio Architecture
Digital Experience
- FlexCards: Beginning end ending point for guided interactions. Cards that display contextual information. Create flexCards with a declarative WYSIWYG editor and no-code styling.
- OmniScripts: Step users through complex tasks. Its called guided path. The ability to configure interactive, easy-to-use business processes with branching, which means different pages and groups of...
Service Management
- Integration Procedures: Declarative, server-side processes that execute multiple actions in a single server call. Merge the output to multiple APIs and orchestrate multi-step calculations. Can be u...
- DataRaptors : Configurable service for retrieving, transforming and updating data. DataRaptors has three components.
Developer Experience
- Idx Build Tool: Command-line automation tool that packages and migrates OmniStudio Datapacks in a source-control-friendly format.
- IDX Workbench: Simplify Dev Ops by making it easy to share updates via source control. This is a desktop application that enables developers to migrate Datapacks and Salesforce metadata from one or...
Recording
- Here is agenda of our sessions. 1. Why did we build OmniStudio? 2. Key Components 2.1. OmniScript 2.2. FlexCards 2.3. Interaction Console: Utilities and common components to facilitate contact center flows 2.4. Integration Procedures 2.5. DataRaptor 2.6. IDX Workbench 2.7. Project Explorer: Organize metadata into collection of industry processes. 2.8. OmniAnalytics: Usage an…
Summary
- Salesforce Vlocityis built natively on the Salesforce Platform and it is a provider of industry-specific solutions and mobile software, delivering digital, omnichannel processes for the world’s largest companies in a selection of industries. The Salesforce OmniStudio digital engagement suite makes it easy to click-configure rich, consumer-grade use...