Salesforce Design and Administer an OmniStudio Solution (OMS335)

Price
$2,700.00 USD

Duration
3 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

Discover how to design human-centric experiences tailored to your industry with OmniStudio and Business Rules Engine (BRE). In this 3-day instructor-led course, learn how to translate user requirements into OmniStudio solutions using OmniStudio Data Tools, FlexCards, OmniScripts, and BRE. In addition to building basic OmniStudio components and BRE solutions, design and deploy branded experiences with guided interactions that work across devices and channels and champion best practices.

Course Objectives

  • Familiarize yourself with OmniStudio and its suite of components.
  • Translate user requirements into OmniStudio solutions.
  • Enable OmniStudio installations and upgrades.
  • Design FlexCards.
  • Architect OmniScripts.
  • Develop Business Rules Engine (BRE) solutions to help power OmniStudio tools.
  • Apply best practices to use OmniStudio successfully.

Who Should Attend?

  • This course is designed for administrators, consultants, and business analysts in the Salesforce Industries ecosystem who are responsible for designing human-centric Salesforce solutions with OmniStudio. This is also a great course for anyone interested in earning their OmniStudio Consultant credential.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Course Prerequisites

Students should be familiar with the Salesforce 360 ecosystem and have a solid understanding of basic Salesforce features and functionality. They will ideally hold the Salesforce Associate, Salesforce Administrator, or Salesforce Business Analyst credential, although this is not required. Prepare for your course by completing this prework before your session starts: https://trailhead.salesforce.com/users/auser118794/trailmixes/design-and-administer-an-omni-studio-solution-prework

Agenda

1. Introduction to OmniStudio

  • Describe how OmniStudio and BRE Fit Into Industries 360 Solutions
  • Explore the OmniStudio Data Model

2. OmniStudio Data Tools

  • Describe Data Mappers and Integration Procedures
  • Evaluate Data Tools
  • Build Data Mappers

3. FlexCards

  • Describe how FlexCards Provide Context
  • Learn FlexCard Best Practices
  • Design FlexCards To Meet System Requirements
  • Build and Deploy Simple FlexCards

4. OmniScripts

  • Use OmniScripts To Guide Interactions
  • Learn OmniScript Best Practices
  • Build Simple OmniScripts To Allow End Users To Confirm or Update Data

5. Business Rules Engine (BRE)

  • Describe how BRE Facilitates Complex Calculations
  • Follow BRE Best Practices
  • Build a Lookup Table and Associated Expression Set

6. OmniStudio Best Practices

  • Review OmniStudio Best Practices
  • Apply Best Practices To Resolve Business Challenges

7. OmniStudio Solutions

  • Describe the Designer’s Mindset and the Salesforce Way
  • Analyze Requirements and Apply OmniStudio Solutions

8. OmniStudio Installations and Upgrades

  • Prepare To Install OmniStudio
  • Review Post-Installation Steps
  • Enable Users To Use OmniStudio Tools
 

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We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

 



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