OmniStudio-Consultant
Coming Soon
Expected availability announced soon
This course is in active development. Preview the scope below and create a free account to be notified the moment it goes live.
OmniStudio Consultant (OmniStudio-Consultant)
Salesforce Certified OmniStudio Consultant training covers OmniStudio fundamentals, OmniScripts, FlexCards, DataRaptors, and Integration Procedures, enabling consultants to design, configure, and deploy end‑to‑end digital experiences efficiently.
105
Minutes
60
Questions
65/100
Passing Score
$200
Exam Cost
Who Should Take This
It is ideal for Salesforce administrators, developers, or solution architects who have basic platform knowledge and want to specialize in OmniStudio. They aim to build reusable UI components, streamline data integration, and deliver rapid, low‑code solutions for complex business processes.
What's Covered
1
Domain 1: OmniStudio Fundamentals
2
Domain 2: OmniScripts
3
Domain 3: FlexCards
4
Domain 4: DataRaptors
5
Domain 5: Integration Procedures
6
Domain 6: Industries Platform
7
Domain 7: Testing and Deployment
8
Domain 8: Analytics and Optimization
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
64 learning goals
1
Domain 1: OmniStudio Fundamentals
2 topics
Architecture Overview
- Identify OmniStudio components including OmniScripts FlexCards DataRaptors Integration Procedures and their roles in guided experiences
- Configure OmniStudio development environment including package installation permission sets and namespace settings for development
- Configure OmniStudio metadata including versioning activation lifecycle and deployment considerations for development management
- Analyze business requirements to recommend OmniStudio component selection and architecture for guided digital experience solutions
Data Model
- Identify OmniStudio data model including standard objects custom metadata and the relationship to Industries platform and cloud
- Configure data model integration including standard Salesforce objects custom objects and external data sources for OmniStudio use
- Configure OmniStudio catalog including product definitions attribute definitions and eligibility rules for product-centric solutions
- Analyze data model requirements to design integration architectures supporting OmniStudio components across multiple data sources
2
Domain 2: OmniScripts
2 topics
Script Design
- Identify OmniScript components including steps elements actions conditions and branching logic for guided user experiences
- Configure OmniScript steps including input elements selection elements display elements and navigation controls for user flows
- Configure conditional logic including step visibility element conditions and branching paths for dynamic guided experiences
- Analyze user journey requirements to design OmniScript flows optimizing user experience through minimal steps and smart defaults
Script Integration
- Identify OmniScript integration points including DataRaptors Integration Procedures REST APIs and Apex actions for data access
- Configure OmniScript data actions including prefill actions save actions and validation actions for transactional data processing
- Configure OmniScript remote actions including API callouts HTTP actions and custom Apex invocations for external system integration
- Analyze integration requirements to design OmniScript data flow patterns supporting real-time validation and cross-system transactions
3
Domain 3: FlexCards
2 topics
Card Design
- Identify FlexCard components including data sources states actions and child cards for contextual information display experiences
- Configure FlexCard layouts including fields actions flyouts and child card embedding for rich contextual information display
- Configure FlexCard states including conditional rendering state transitions and dynamic styling for responsive user interfaces
- Analyze display requirements to design FlexCard layouts maximizing information density while maintaining usability and readability
Card Integration
- Identify FlexCard data source types including DataRaptors Apex classes SOQL queries and Integration Procedures for card population
- Configure FlexCard data sources including primary and secondary sources filtering conditions and refresh behaviors for data access
- Configure FlexCard actions including OmniScript launch navigation actions and callout actions for user interaction and workflow
- Analyze card integration to design data source strategies balancing performance freshness and complexity for optimal card loading
4
Domain 4: DataRaptors
2 topics
DataRaptor Types
- Identify DataRaptor types including Extract Transform and Load with their use cases in OmniStudio data processing pipelines
- Configure DataRaptor Extract including object selection field mapping filtering and relationship traversal for data retrieval queries
- Configure DataRaptor Transform including input-output mapping formula expressions and JSON manipulation for data transformation
- Analyze DataRaptor requirements to design extraction and transformation strategies supporting complex multi-object data operations
DataRaptor Load
- Identify DataRaptor Load operations including insert update upsert and multi-object DML for transactional data persistence
- Configure DataRaptor Load including field mapping upsert keys error handling and multi-object save for data write operations
- Configure DataRaptor chaining including sequential execution conditional branching and error propagation for multi-step data flows
- Analyze data persistence requirements to design DataRaptor Load strategies ensuring data integrity across multi-object transactions
5
Domain 5: Integration Procedures
2 topics
Procedure Design
- Identify Integration Procedure components including actions conditions loops and response actions for server-side orchestration
- Configure Integration Procedure steps including DataRaptor actions HTTP actions Apex actions and matrix lookups for orchestration
- Configure conditional logic including if-then branching loop iterations and error handling for complex orchestration flow control
- Analyze orchestration requirements to design Integration Procedures optimizing server-side processing and minimizing API callouts
Performance Optimization
- Identify performance factors including caching strategies execution time limits and data volume considerations for Integration Procedures
- Configure caching strategies including platform cache response caching and conditional refresh for performance optimization
- Configure bulk processing including batch operations collection handling and parallel execution for high-volume data operations
- Analyze performance bottlenecks to recommend caching bulk processing and execution optimization strategies for scalability
6
Domain 6: Industries Platform
2 topics
Industries Data Model
- Identify Industries platform components including business rules engine eligibility service process orchestration and document generation
- Configure business rules engine including decision matrices decision tables and expression sets for declarative business logic
- Configure document generation including templates merge fields conditional sections and output formats for automated documents
- Analyze Industries platform capabilities to design solutions combining OmniStudio guided processes with platform business rules
Process Orchestration
- Identify process orchestration including service process definitions milestones tasks and automated steps for complex workflows
- Configure service processes including step definitions milestone tracking task assignment and automated actions for workflows
- Configure orchestration plans including parallel execution conditional branching and human task assignment for complex processes
- Analyze process requirements to design orchestration architectures supporting long-running multi-step business processes
7
Domain 7: Testing and Deployment
2 topics
Testing Strategies
- Identify testing approaches including unit testing integration testing user acceptance testing and regression testing for OmniStudio
- Configure test scenarios including OmniScript path testing DataRaptor validation and Integration Procedure verification for quality
- Configure test data strategies including mock data creation sandbox refresh and data masking for consistent test environments
- Analyze test coverage to design comprehensive test suites ensuring OmniScript FlexCard and DataRaptor quality before deployment
Deployment
- Identify deployment methods including change sets metadata API and managed packages for OmniStudio component migration across orgs
- Configure deployment pipelines including component packaging dependency management and environment-specific settings for migration
- Configure version management including activation lifecycle version history and rollback procedures for safe production updates
- Analyze deployment requirements to design promotion strategies minimizing risk and ensuring consistent OmniStudio behavior across environments
8
Domain 8: Analytics and Optimization
2 topics
Usage Analytics
- Identify analytics for OmniStudio including step completion rates abandonment analysis and user interaction metrics for optimization
- Configure usage tracking including OmniScript analytics FlexCard interaction metrics and process completion dashboards for monitoring
- Configure error monitoring including failed step tracking validation error patterns and integration failure alerting for quality
- Analyze usage data to identify OmniScript optimization opportunities including step consolidation default improvements and UX refinement
Continuous Improvement
- Identify improvement methodologies including A/B testing user feedback analysis and performance benchmarking for OmniStudio solutions
- Configure feedback collection including user surveys in-process ratings and post-completion assessments for experience improvement
- Configure performance benchmarks including load time targets completion rate goals and error rate thresholds for quality standards
- Analyze improvement data to design optimization roadmaps prioritizing changes with highest impact on user experience and efficiency
Scope
Included Topics
- Salesforce Certified OmniStudio Consultant exam topics.
Not Covered
- Custom Apex/LWC development.
Official Exam Page
Learn more at Salesforce
OmniStudio-Consultant is coming soon
Adaptive learning that maps your knowledge and closes your gaps.
Create Free Account to Be Notified