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Explore key exam details and study resources.
Learn Omnistudio Fundamentals
Create omnichannel experiences faster with reusable components.
Set up and run standard OmniStudio content in standard runtime.
Grant permissions to administrators to create and manage Omnistudio objects.
Use Salesforce CLI to move the components and metadata from one org to another org.
Select the correct tool for deploying Omnistudio components.
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.
Use the standard designer for Flexcards, Omniscripts, Integration Procedures, and Data Mappers in the standard runtime.
Set Up and Publish Flexcards
Show contextual information and actions at a glance.
Create and manage Flexcards in the designer in the Omnistudio standard runtime.
Specify your Flexcard’s behavior.
Learn how to build a Flexcard within the point and click, drag and drop interface.
Configure actions that users can complete on Flexcards to improve the self-service experience, and save time on manual tasks.
Show relevant information to your users by adding display elements to Flexcards such as data fields, actions, states, data tables, and more.
Add global and local context variables to a Flexcard to provide component context
Configure the look and feel of a Flexcard by styling individual elements, fields inside elements, and entire states.
Learn how to activate and publish a Flexcard.
Study Up on Omniscripts
Guide users through processes, integrating data for fast, personalized interactions.
Learn how to build an Omniscript with elements.
Configure optional settings for your Omniscript in the Setup panel of the Omniscript Designer, such as making your Omniscript reusable or enabling logging.
Customize Ominscripts to meet your business needs.
Enable a single Omniscript to run in multiple languages using custom labels.
Enhance the performance and usability of Omniscripts.
Make Omniscripts available to Experience Sites, Lightning Pages, custom LWCs, and Lightning tab.
Explore Integration Procedures
Simplify complex server-side processes and enhance the user experience.
Use the Integration Procedure Designer to build and configure server-side processes.
Define steps and logic by using a combination of Blocks and Actions.
Add actions that run sequentially.
Learn about the different types of Integration Procedure blocks.
Learn how to bring Integration Procedure automation into Agentforce to boost efficiency.
Maximize the benefits of Integration Procedures.
Dive Deep into Data Mappers
Read, transform, and write Salesforce and external data for use in Omnistudio.
Build and configure server-side processes that declaratively retrieve, write, and modify data.
Build Data Mappers to get, save, and modify Salesforce data.
Retrieve, write, or restructure data from one or more related Salesforce objects.
Enable users to either sign DocuSign forms in an Omniscript or email a user a copy of the document to sign at their convenience.
Use operators and functions to create formulas for Omnistudio Data Mappers and Integration Procedures.
Maximize the benefits of Data Mappers.
Explore Troubleshooting and Debugging for Omnistudio
Preview a Flexcard's appearance and test its functionality before you publish.
Monitor and proactively manage the overall health of your Flexcards and Omniscripts during the design stage, and implement best practices.
View the Omniscript's appearance and functionality by previewing the Omniscript in the Omniscript Designer.
Preview and test the input and output of a Data Mapper in the Data Mapper Designer.
Configure the conditions for success or failure of an Integration Procedure action or group of actions.
Improve performance and minimize unnecessary data processing in Integration Procedures.
Control access to Data Mappers and Integration Procedures.
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