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Build Guided Experiences with OmniStudio

Discover how to design robust industry-specific solutions with OmniStudio. In this 5-day instructor-led course, learn how to build Industry 360, product problem reporting, new customer onboarding,...

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By Request
$4,500 USD GSA  $4,080.60
Duration 5 days
Course Code OMS435
Available Formats Classroom

Overview

Discover how to design robust industry-specific solutions with OmniStudio. In this 5-day instructor-led course, learn how to build Industry 360, product problem reporting, new customer onboarding, and program eligibility solutions using OmniStudio components. Implement FlexCards, utilize OmniScripts, build Data Mappers, and create Integration Procedures in order to deliver digital-first OmniStudio solutions that enhance user experiences, guide user interactions and engagements, and champion industry best practices.

Skills Gained

When you complete this course, you will be able to:

  • Implement FlexCards on page layouts to improve the user experience.
  • Design OmniScripts to guide user interactions, productivity, and engagement.
  • Build Integration Procedures that enact complex server-side operations and incorporate external data sources.
  • Customize Data Mappers to pull data from and save it back to Salesforce, and trim and transform data before sharing with OmniStudio tools.
  • Identify relevant Flow for Industries processes and services.
  • Build Industry 360, problem reporting, customer onboarding, and product and program eligibility solutions using OmniStudio components.
  • Design OmniStudio solutions that solve for specific requirements.
  • Adjust OmniStudio solutions based on changing business requirements.

Who Can Benefit

This course is designed for platform developers, user interface (UI) developers, solution architects, and technical architects who are responsible for configuring and maintaining OmniStudio and Salesforce Industry Cloud applications. Students should have a solid understanding of basic Salesforce features and functionality, including Lightning Web Components (LWCs), relational databases, and JavaScript Object Notation (JSON). They should ideally hold the Salesforce Administrator or Salesforce Platform Developer I credential, although this is not required. This is also a great course for anyone interested in earning their Salesforce Certified OmniStudio Developer credential.

Course Details

Course outline

Introduction to Industry 360 and OmniStudio

  • Define Industry 360
  • Describe OmniStudio
  • Use OmniStudio for Industry 360 Solutions
  • Examine OmniStudio’s Data Model and Architecture

Introduction to Additional Flow for Industries Processes and Services

  • Define the Business Rules Engine (BRE)
  • Review Lookup Tables
  • Understand Expression Sets
  • Review Decision Explainer
  • Describe Document Generation (Doc Gen)
  • Review Client-Side Processing
  • Explore Server-Side Processing
  • Define Intelligent Document Reader
  • Describe the Data Processing Engine

OmniStudio Components

  • Define OmniStudio Components
  • Examine Component Types
  • Review Component Best Practices
  • Navigate Component Designers

Parent and Child FlexCards in Industry 360 Solutions

  • Examine an Industry 360 Use Case
  • Implement Different FlexCards in an Industry 360 Solution
  • Define Parent and Child FlexCards
  • Examine Parent and Child FlexCard Relationships
  • Review Parent and Child FlexCard Data Sources
  • Build and Style a Child FlexCard
  • Create FlexCard States
  • Embed a Child FlexCard in a Parent Card
  • Build an Industry 360 Lightning Application to Deploy FlexCards

Problem Reporting with OmniStudio

  • Examine a Problem Reporting Use Case
  • Design a Problem Reporting Solution
  • Build a Data Mapper to Display Asset and Account Data
  • Create a Simple OmniScript to Capture Case Data
  • Configure a File Upload Element
  • Create a Type Ahead Block
  • Refine the OmniScript User Experience
  • Create a Branching Integration Procedure
  • Test and Deploy the OmniScript Using a FlexCard

Customer Onboarding with OmniStudio

  • Examine a Customer Onboarding Use Case
  • Examine and Complete an In-Progress OmniScript
  • Configure Conditional Views
  • Implement a Repeating Block
  • Implement Text Blocks
  • Build Error Checking
  • Create an Integration Procedure with a Data Mapper Transform
  • Design a Confirmation Step with a Lookup Element
  • Use an OmniScript’s JSON to Create a Data Mapper Load
  • Deploy the OmniScript on an Application Home Page

Product and Program Eligibility with OmniStudio

  • Discuss Product and Program Eligibility Use Cases
  • Examine a Service Level Agreement (SLA) Use Case
  • Build an SLA OmniScript
  • Embed a FlexCard in the OmniScript
  • Create Branching with a Set Values Element Expression Editor
  • Build an Expression Set and Calculate Discounted Pricing
  • Configure a Disclosure Element
  • Seed Data Using a Set Values Element
  • Create an Opportunity with a Data Mapper Load
  • Deploy the OmniScript on a Record Detail Page

Solution Adjustments in Response to Changing Requirements

  • Extend and Customize Standard OmniStudio Components
  • Update FlexCards and Their Data Sources
  • Adjust OmniScripts and Their Data Sources
  • Import and Export Data Using DataPacks and MultiPacks

Capstone Activity

  • Design an OmniStudio Solution for Specific Requirements
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Schedule

Upcoming Course Dates

There are currently no scheduled dates for this course. If you are interested in this course, contact us with the form below.

Contact Information

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

Quick to sign-up to course, and was able to garner some information from the course.

I was very satisfied about how the course was organized. Sean Did a very good work

Good training materials and lecture. And hands on lab and the instructor guiding was good.

Overall it was a good bootcamp. A lot to cover so it is understandable that the pace had to be a little fast.

Some Labs are very good but some steps it ask to update but its already updated, but overall its very good training.