Learn the Fundamentals of OmniScripts

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain what OmniScripts are and why you use them.
  • Describe the key capabilities of OmniScripts.
Note

Looking for Hands-On Practice with OmniStudio?

We encourage you to complete the hands-on practice exercises on this trail. This is the best way to learn OmniStudio. This is a must if you’re preparing for a certification exam.

In the units where exercises are available, the Resources section includes the following:

  • A link to an exercise guide that contains the exercise(s) relevant to that unit.
  • 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.)

Not every unit contains a hands-on exercise--but many do. Keep an eye out for the “Want to Practice?” heading that directs you to the links in Resources. Learn by doing!

The Lowdown on OmniScripts

In each industry, customers must accomplish tasks that are complex from a backend standpoint.

For example, consider if a customer wants to:

  • View and update their contact information, which is stored in Salesforce.
  • View their service plan, which is stored in a legacy database.
  • View their bill, which is stored in a billing system, then select a specific way to pay it.

How can customers accomplish these tasks easily and efficiently, without lots of complicated coding on the backend? Easy! With OmniScripts. 

An OmniScript gives customers a guided path for completing a business process and serves as a configurable way of creating a seamless customer experience (which is always a good thing). In the following image, you see an OmniScript walking a customer through several steps to select an insurance policy. First they provide home details, then they select standard coverage packages. They are then prompted to select customizations for the packages. After all of this, they view their proposal for coverage. If they accept the proposal, they can complete the transaction and activate their coverage. 

Guided steps through a process

Here are a few other instances of when you might use OmniScripts.

  • A customer service agent adds a new customer and captures details for a service implementation, such as network configuration requirements.
  • A customer steps through a selling process, such as choosing a new insurance plan.
  • An insurance agent updates a policy.
  • A customer completes a self-service interaction such as troubleshooting a service outage.
  • A customer completes forms for different services, such as government benefits, insurance policies, and healthcare coverage.

With an OmniScript, you configure interactive business processes that are easy to use, yet have complex functionality occurring behind the scenes. OmniScripts also have built-in branching capability, which means they show different pages and groups of fields based on choices the user makes. For the customer, this translates into a dynamic and personalized experience.

Sounds pretty great, right? Let’s see what else OmniScripts can do.

Key Capabilities

Build OmniScripts Quickly with Drag and Drop and Low to No Code

OmniScript is a declarative scripting tool you create with clicks, not code. Using the OmniScript Designer, which you explore later in this module, you drag and drop items to build the structure of the OmniScript, then preview and debug your work using the built-in troubleshooting tools. 

The OmniScript Designer UI

This means you can quickly create and easily maintain OmniScripts, which saves lots of time.

Use OmniScripts on Any Device and Any Channel

OmniScripts are not restricted to OmniStudio Interaction Consoles for agents to use. You can deploy them on any device and any channel, such as a mobile device, or a consumer portal. Here’s what an OmniScript looks like when viewed on a mobile device and online.

OmniScript displaying on a mobile and an online channel

Being able to view the same OmniScript on multiple channels without having to change the configuration is another time-saver!

OmniScripts Have Modular Architecture

An OmniScript’s modular architectureAn OmniScript’s look and feel (frontend) is separated from its functionality (backend). OmniScripts separate the JavaScript Object Notation (JSON) metadata structure (1), the stylesheets (2), and the data (3) from each other.

This modular architecture supports prototyping and building the user experience quickly. It also promotes using data from anywhere, reuse of JSON metadata, and ease in applying branding standards.


Display Data from Multiple Data Sources

An OmniScript can display both internal data from Salesforce and external data from a website or a third-party legacy system. 

OmniScript’s data-oriented Actions elements call application programming interfaces (APIs), OmniStudio Integration Procedures, and other tools to access data from anywhere. You integrate data from multiple sources (Salesforce or third-party), manipulate the data, and send it back to its source, all from within the OmniScript. The data is captured in the standard JSON format.

How to display data from multiple sources in an OmniScriptIn this example, the first Integration Procedure pulls data from Salesforce for the OmniScript (1). The second Integration Procedure sends Salesforce data and an API key to an external site and returns external weather data to the OmniScript (2).

Client-side execution improves performance and reduces API calls.

Rebrand OmniScripts to Suit Your Customers

You can control both the style and appearance of OmniScripts. You change the appearance of an OmniScript two ways. First, by using custom Lightning stylesheets to determine whether the guided interaction has a horizontal or vertical mode, branding, or any other aspects you wish to see. Second, by using the Newport Design System (NDS). NDS includes a complete set of customizable, global styles and is a Cascading Style Sheets (CSS) framework. It lets designers and web developers easily restyle all of their OmniStudio components in a single place and generate a custom, optimized CSS file that can be used in all future pages. It can even be used for non-OmniStudio and non-Salesforce pages.

Manage Signed Documents with OmniScripts

You can create dynamic documents from templates (MS Word, PDF, and HTML outputs), merge data from any data source (for example, Salesforce objects, or user inputs such as sales quotes, order forms, and contracts), and then create and operate on these documents within OmniScripts. You attach them to Salesforce records and email them to recipients, plus delegate to DocuSign for eSignatures. The signed document received from DocuSign is automatically attached back to the latest version of a contract. 

As you can see, OmniScripts help craft more engaging and meaningful customer experiences. Next up, let’s dig a little deeper and explore the role OmniScript guided interactions play in those experiences.  

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