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Prepare for your Salesforce Omnistudio Developer Certification
Trail

Prepare for your Salesforce Omnistudio Developer Certification

Preparing to take the Omnistudio Developer exam? Check out this trail.

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This Trail may include content that is only available in English. Learn More
+2,500 points
Foundational
Business Analyst
~11 hrs 35 mins

Explore the Exam Overview

Article

Explore key exam details and study resources.

~15 mins •
Mark as Complete

Learn Omnistudio Fundamentals

Badge

Build digital-first experiences across different channels.

+300 Points
~15 mins
Badge

Create omnichannel experiences faster with reusable components.

+300 Points
~20 mins
Article

Set up and run standard OmniStudio content in standard runtime.

~15 mins •
Mark as Complete
Article

Grant permissions to administrators to create and manage Omnistudio objects.

~15 mins •
Mark as Complete
Article

Use Salesforce CLI to move the components and metadata from one org to another org.

~10 mins •
Mark as Complete
Article

Select the correct tool for deploying Omnistudio components.

~15 mins •
Mark as Complete
Article

Use a Test Procedure to unit test almost anything an Integration Procedure can invoke, such as an Omnistudio Data Mapper, a Calculation Matrix, an Apex class, or another Integration Procedure.

~15 mins •
Mark as Complete
Article

Use the standard designer for Flexcards, Omniscripts, Integration Procedures, and Data Mappers in the standard runtime.

~15 mins •
Mark as Complete

Set Up and Publish Flexcards

Badge

Show contextual information and actions at a glance.

+500 Points
~35 mins
Article

Create and manage Flexcards in the designer in the Omnistudio standard runtime.

~10 mins •
Mark as Complete
Article

Specify your Flexcard’s behavior.

~15 mins •
Mark as Complete
Article

Learn how to build a Flexcard within the point and click, drag and drop interface.

~10 mins •
Mark as Complete
Article

Configure actions that users can complete on Flexcards to improve the self-service experience, and save time on manual tasks.

~10 mins •
Mark as Complete
Article

Show relevant information to your users by adding display elements to Flexcards such as data fields, actions, states, data tables, and more.

~10 mins •
Mark as Complete
Article

Add global and local context variables to a Flexcard to provide component context

~10 mins •
Mark as Complete
Article

Configure the look and feel of a Flexcard by styling individual elements, fields inside elements, and entire states.

~15 mins •
Mark as Complete
Article

Learn how to activate and publish a Flexcard.

~10 mins •
Mark as Complete

Study Up on Omniscripts

Badge

Guide users through processes, integrating data for fast, personalized interactions.

+400 Points
~30 mins
Article

Learn how to build an Omniscript with elements.

~15 mins •
Mark as Complete
Article

Configure optional settings for your Omniscript in the Setup panel of the Omniscript Designer, such as making your Omniscript reusable or enabling logging.

~15 mins •
Mark as Complete
Article

Customize Ominscripts to meet your business needs.

~15 mins •
Mark as Complete
Article

Enable a single Omniscript to run in multiple languages using custom labels.

~10 mins •
Mark as Complete
Article

Enhance the performance and usability of Omniscripts.

~15 mins •
Mark as Complete
Article

Make Omniscripts available to Experience Sites, Lightning Pages, custom LWCs, and Lightning tab.

~10 mins •
Mark as Complete

Explore Integration Procedures

Badge

Simplify complex server-side processes and enhance the user experience.

+500 Points
~35 mins
Article

Use the Integration Procedure Designer to build and configure server-side processes.

~10 mins •
Mark as Complete
Article

Define steps and logic by using a combination of Blocks and Actions.

~15 mins •
Mark as Complete
Article

Add actions that run sequentially.

~15 mins •
Mark as Complete
Article

Learn about the different types of Integration Procedure blocks.

~15 mins •
Mark as Complete
Article

Learn how to bring Integration Procedure automation into Agentforce to boost efficiency.

~15 mins •
Mark as Complete
Article

Maximize the benefits of Integration Procedures.

~15 mins •
Mark as Complete

Dive Deep into Data Mappers

Badge

Read, transform, and write Salesforce and external data for use in Omnistudio.

+500 Points
~45 mins
Article

Build and configure server-side processes that declaratively retrieve, write, and modify data.

~10 mins •
Mark as Complete
Article

Build Data Mappers to get, save, and modify Salesforce data.

~15 mins •
Mark as Complete
Article

Retrieve, write, or restructure data from one or more related Salesforce objects.

~15 mins •
Mark as Complete
Article

Enable users to either sign DocuSign forms in an Omniscript or email a user a copy of the document to sign at their convenience.

~15 mins •
Mark as Complete
Article

Use operators and functions to create formulas for Omnistudio Data Mappers and Integration Procedures.

~15 mins •
Mark as Complete
Article

Maximize the benefits of Data Mappers.

~10 mins •
Mark as Complete

Explore Troubleshooting and Debugging for Omnistudio

Article

Preview a Flexcard's appearance and test its functionality before you publish.

~15 mins •
Mark as Complete
Article

Monitor and proactively manage the overall health of your Flexcards and Omniscripts during the design stage, and implement best practices.

~10 mins •
Mark as Complete
Article

View the Omniscript's appearance and functionality by previewing the Omniscript in the Omniscript Designer.

~10 mins •
Mark as Complete
Article

Preview and test the input and output of a Data Mapper in the Data Mapper Designer.

~10 mins •
Mark as Complete
Article

Configure the conditions for success or failure of an Integration Procedure action or group of actions.

~10 mins •
Mark as Complete
Article

Improve performance and minimize unnecessary data processing in Integration Procedures.

~10 mins •
Mark as Complete
Article

Control access to Data Mappers and Integration Procedures.

~15 mins •
Mark as Complete

Skills you will gain

Complete the Trail to build your expertise. Learn More

Skills

  • App and Web Design
  • System Design and Implementation
  • App Development and Engineering Practices
  • Process Engineering
  • Integration Management
  • Show More
  • App and Web Design
  • System Design and Implementation
  • App Development and Engineering Practices
  • Process Engineering
  • Integration Management
  • Business Analysis
  • Data Management
  • Data Integration
  • Digital Design
  • Process Improvement and Optimization
  • Business Operations
  • Productivity
  • Business Solutions
  • Show Less

Products

  • Industry Solutions

Industries

  • Manufacturing and Automotive
  • Public Sector
  • Healthcare and Life Sciences
  • Financial Services
  • Energy and Utilities
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  • Manufacturing and Automotive
  • Public Sector
  • Healthcare and Life Sciences
  • Financial Services
  • Energy and Utilities
  • Communications and Media
  • Education
  • Nonprofit
  • Show Less

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