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.
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 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 do I request a special omnistudio Developer Edition Org?
Before You Begin Did you sign up for a special OmniStudio Developer Edition org already? You ’ll need one to do the steps in this guide. Here’s how to request one if this is your first time completing an OmniStudio module: 1. Sign up for a free Developer Edition org with OmniStudio. 2. Fill out the form. a.
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.
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...•
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 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.
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.
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 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.
What is data raptor?
Data Raptor is the tool designed and developed by Deloitte to automatically extract data from client system and generate workpaper.
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 .
What is 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. In this session, Peter will explain the business and technical problems that led to the development of Salesforce OmniStudio and Salesforce Industries (also called as Salesforce Vlocity). We will review its key components. He’ll show some examples of OmniStudio in action, talk about its expanding role within Salesforce, and tell you how you can learn more.
What is OmniScripts?
OmniScripts : Step users through complex tasks. Its also called guided path. The ability to configure interactive, easy-to-use business processes with branching, which means different pages and groups of fields can be shown based on choices the user makes
What is OmniStudio digital engagement suite?
The OmniStudio digital engagement suite simplifies and accelerates digital transformation, so our customers are agile, flexible, and ready to respond to spikes in demand.
What is Salesforce Cloud?
In addition to functionally specific clouds such as Sales, Service, Marketing, and Commerce, Salesforce gives customers this speed and agility by offering industry-specific clouds such as Financial Services, Health, Government, Manufacturing, Consumer Goods, Communications, Media, and Energy & Utilities. These cloud solutions combine the Salesforce cloud and specific industry models, processes, and solutions tailored to the best practices of each industry.
What tool do developers use to migrate?
For large or complex migrations, developers use either IDX Build Tool or IDX Workbench.
What is CTI in Salesforce?
Via a Computer Telephony Integration (CTI) screen, the call center agent launches into a console page that shows information about the caller and their account. The page displays a set of FlexCards, which present relevant information and actions for a specific context and render data received from multiple sources. Some of the data is internal from the Salesforce database and some is from an external system, such as a billing system.
Does Trailhead Playground have OmniStudio?
A link to sign up for a special Developer Edition org that contains OmniStudio and our sample data. (A regular Trailhead Playground doesn’t have OmniStudio or our sample data.)
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 OmniStudio Dataraptors?
OmniStudio Dataraptors OmniStudio Dataraptors is used to do data-related tasks like read, write and transform the data from other sources. Dataraptors has 4 parts -
What is vlocity in Omnistudio?
Vlocity ( also called Omnistudio ) provides us a drag-drop-based tool that helps customers to create business-specific flows with just clicks instead of creating the custom code. With the help of build-in tools Omnistudio also provides us the option to interact with other applications to share the data. To know more about Vlocity in general please check this link.
What is vlocity in salesforce?
In more simple language Vlocity is a managed package build on salesforce that helps to provide industry-specific needs. With the help of Vlocity we can build high-end applications in a faster and low code environment.
What is OmniScript used for?
OmniScript is used to provide the guided path to users to follow the business flows. That means you can show different screens in a sequence.
Can OmniScript be used to build pages?
With the help of OmniScript we can build pages easily, efficiently and all that are done by a drag-drop-based tool. This is also fully configurable so according to the needs it can be designed. We can also call another omniscript from one omniscript.
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...