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OmniStudio

OmniStudio end to end: Data Mappers, Integration Procedures, FlexCards and OmniScripts, and when not to use them.

  • Advanced
  • 48 lessons
  • 9 modules
  • English

Designed and created by Salesforce Expert

$79
or $249 / year for all access Buy this course

What you'll learn

  • Build Data Mappers and Integration Procedures that stay debuggable
  • Compose FlexCards and OmniScripts into a guided flow
  • Troubleshoot an OmniStudio implementation somebody else configured
  • Judge when OmniStudio is the right tool and when it is not
  • Prepare for the OmniStudio credentials

Course content

9 sections · 48 lectures · 16 hands-on labs

The call that took nine screens 2 lectures
  1. 1.1 The Call That Took Nine Screens
  2. 1.2 What OmniStudio Is, And The Two Exams
Omnistudio Fundamentals 7 lectures
  1. 2.1 The Four Tools, And The Sentence That Picks Between Them
  2. 2.2 Where OmniStudio Came From
  3. 2.3 Managed Package Runtime And Standard Runtime
  4. 2.4 Licences, Permission Set Licences And Permission Sets
  5. 2.5H Hands-On: Read How OmniStudio Got Into This Org Hands-on
  6. 2.6 The Toolchain Around The Tools
  7. 2.7 Reading A Requirement Like A Consultant
Data Mappers 7 lectures
  1. 3.1 What A Data Mapper Is For, And The Four Interface Types
  2. 3.2H Hands-On: An Extract For A Brackenhill Policy Hands-on
  3. 3.3 Turbo Extract, And What It Gives Up To Go Faster
  4. 3.4H Hands-On: A Transform For The Claim Acknowledgement Hands-on
  5. 3.5H Hands-On: A Load That Writes The Claim Back Hands-on
  6. 3.6 Formulas, Filters And The Silently Empty Node
  7. 3.7 Recommending A Data Mapper
Integration Procedures 7 lectures
  1. 4.1 Why Some Work Belongs On The Server
  2. 4.2H Hands-On: The Procedure Behind Desmond's Policy Summary Hands-on
  3. 4.3 The Actions Inside An Integration Procedure
  4. 4.4H Hands-On: An HTTP Action Against The Motor Data Service Hands-on
  5. 4.5 Conditional Logic, Loops And Branching
  6. 4.6H Hands-On: Chaining, Caching And Failing Honestly Hands-on
  7. 4.7 Recommending An Integration Procedure
Flexcards 7 lectures
  1. 5.1 A FlexCard Is A Viewport Onto A Decision
  2. 5.2H Hands-On: The Policy Summary Card Hands-on
  3. 5.3 Data Sources For A Card
  4. 5.4H Hands-On: States And Conditional Rendering Hands-on
  5. 5.5H Hands-On: Actions, Events And Child Cards Hands-on
  6. 5.6 Styling, Themes, Multi-Language And Embedding
  7. 5.7 Recommending A FlexCard
Omniscripts 8 lectures
  1. 6.1 An OmniScript Is A Conversation That Happens To Have A Form Attached
  2. 6.2H Hands-On: The First Notification Of Loss Hands-on
  3. 6.3 The Elements: Inputs, Groups, Display Functions, Formulas, Set Values
  4. 6.4H Hands-On: Branching Hands-on
  5. 6.5H Hands-On: Calling The Integration Procedure And Saving The Claim Hands-on
  6. 6.6 Save And Resume, Validation, Error Messages, Knowledge And Messaging
  7. 6.7H Hands-On: Reuse, Styling And Where The Script Actually Lives Hands-on
  8. 6.8 Recommending An OmniScript
Troubleshooting and Debugging 4 lectures
  1. 7.1 How OmniStudio Fails
  2. 7.2H Hands-On: The Debug Console And A Card That Renders Empty Hands-on
  3. 7.3H Hands-On: Broken JSON, A Permissions Wall And A Procedure That Returns Nothing Hands-on
  4. 7.4 Publishing, Activation, Versioning And Deployment Failures
Best Fit Solutions 4 lectures
  1. 8.1 Conceptual, Logical And Physical
  2. 8.2 Where OmniStudio Fits
  3. 8.3 Performance As A Design Conversation
  4. 8.4 Governance
Two exams, and the system you now own 2 lectures
  1. 9.1 Two Exams, Two Pass Marks
  2. 9.2 The System You Now Own

Requirements

  • CORE-110 Platform Administrator
  • Some programmatic experience helps
  • Access to an org with OmniStudio

Description

It starts with a call that took nine screens. OmniStudio exists to collapse that, and this course teaches the whole toolset — Data Mappers, Integration Procedures, FlexCards and OmniScripts — with the troubleshooting and debugging that working with them actually requires.

The Best Fit Solutions module is the one that matters most: OmniStudio is powerful and frequently the wrong choice, and knowing which problems it is for is what separates a configured system from a maintainable one.

Who this course is for

  • Consultants and developers implementing OmniStudio, especially in Industries orgs.

Skills you'll practise

OmniStudioOmniScriptFlexCardsIntegration ProceduresData MappersGuided experiences

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