Build Guided Experiences with OmniStudio

Develop guided experiences for Salesforce customers with the OmniStudio digital engagement suite.

• Create omnichannel guided sales and service experiences.
• See contextual customer data at a glance with OmniStudio FlexCards.
• Customize OmniStudio FlexCards to address your business needs.
• Use OmniScripts to design customer interactions.
• Design and build a branching OmniScript that displays fields based on user input.
• Use DataRaptors to efficiently read, transform, and write Salesforce data.
• Design processes that integrate data from Salesforce and external systems.
• Display internal data using DataRaptors and Integration Procedures.
• Display external data on a FlexCard using OmniStudio data tools.

• OmniStudio Architecture
• Meet OmniStudio
• Explore the Digital Experience Layer
• Use the Service Management Layer
• OmniStudio FlexCards
• Discover the Key Capabilities of FlexCards
• Explore the FlexCard Designer
• Meet the Data Source Wizard
• Display Data and Actions on a FlexCard
• Style FlexCard Elements
• OmniStudio FlexCard Building and Publishing
• Work with Child FlexCards
• Build a FlexCard with External Data
• Add FlexCard States and Conditions
• Activate and Publish FlexCards
• OmniScripts
• Learn the Fundamentals of OmniScripts
• Explore OmniScript Guided Interactions
• Dig into the OmniScript Designer
• Design a Simple OmniScript
• Create a Simple OmniScript
• OmniScripts with Branching
• Design and Build a Branching OmniScript
• Create a Type Ahead Block Element
• Validate Data and Handle Errors
• Display External Data
• OmniStudio DataRaptors
• Discover DataRaptor Types
• Explore DataRaptor Features
• Build a DataRaptor Turbo Extract and DataRaptor Load
• OmniStudio Integration Procedures
• Get Started with OmniStudio Integration Procedures
• Explore the Integration Procedure Designer
• Design Simple Integration Procedures
• Build Simple Integration Procedures
• OmniStudio Data Tools and Internal Data
• Extract Data from Salesforce Objects
• Build a DataRaptor Extract for a Type Ahead Block
• Prepare OmniScript JSON with Different Conditional Inputs
• Build an Integration Procedure with Conditional DataRaptor Loads
• Combine Internal Data for FlexCards
• OmniStudio Data Tools and External Data
• Extract External Data with an Integration Procedure
• Transform External Data