Introducing Salesforce OmniStudio

TechAim IT

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November 3, 2022

Introducing Salesforce OmniStudio

Salesforce Omni studio is a tool that enables users to rapidly build and deploy digital-first and industry-specific experiences across channels.

What is Salesforce OmniStudio?

-The Salesforce OmniStudio digital engagement suite makes it easy to click-configure rich, consumer-grade user experiences based on objects, REST APIs, APEX classes, and other data sources. As the current trend in Salesforce is to low code, OmniStudio can be a great alternative to create engaging experiences for users on the platform.

  • Omnistudio Architecture
  • Digital Experience
  • Service Management
  • Developer Experience

The Digital Experience Layer

The Digital Experience layer includes two primary user interface (UI) components.

Flexcards: FlexCards display contextual information at a glance. 

FlexCards are the starting and ending point for guided interactions. They can be created with a declarative editor without any code.

OmniScripts: OmniScript is a declarative scripting tool that you can create with clicks, not code.  

An OmniScript allows you to build a guided path for completing a business process by just dragging and dropping elements to build the structure.

The Service Management Layer

OmniStudio DataRaptors: OmniStudio DataRaptor is a mapping tool that allows users to read, write and transform Salesforce data.

OmniStudio Integration Procedures: These are the applications used to read and write data from Salesforce and external systems. They too are declarative, server-side processes that execute multiple actions in a single service call. They can be used as a data source for OmniScript, FlexCard, API, or Apex.

The Developer Experience Layer

IDX Build Tool: It's a Node.js command-line tool that we can use to export and deploy metadata and data packs in a YAML through a source-control-friendly format. 

IDX WorkBench: IDX Workbench is a desktop application you can use to migrate OmniStudio DataPacks and Salesforce metadata from one environment to another. That is, it enables migrations from one org to another or from an org to a Git repository and from a Git repository to an org.

Benefits of Omnistudio :

  • Faster prototyping with minimum custom development.
  • Quick conversion from an idea to a solution.
  • Moving the workload from the client end to a server is preferable.
  • Obvious components structure.
  • Codebase versioning.
  • Provide optimal flexibility.

Final Thoughts:

OmniStudio acts as a central hub, enabling users to access and analyze data seamlessly, leading to informed decision-making and improved business outcomes.

We can create a customized solution that enables real-time data access, clear dashboards, and empowers your organization to make data-driven decisions effortlessly.

At TechAim, we specialize in implementing OmniStudio for our clients in Pune. Our team of experts possesses in-depth knowledge of Salesforce and OmniStudio, allowing us to provide comprehensive solutions tailored to your business requirements.

Introducing Salesforce OmniStudio

TechAim IT

November 3, 2022

Introducing Salesforce OmniStudio

Salesforce Omni studio is a tool that enables users to rapidly build and deploy digital-first and industry-specific experiences across channels.

What is Salesforce OmniStudio?

-The Salesforce OmniStudio digital engagement suite makes it easy to click-configure rich, consumer-grade user experiences based on objects, REST APIs, APEX classes, and other data sources. As the current trend in Salesforce is to low code, OmniStudio can be a great alternative to create engaging experiences for users on the platform.

  • Omnistudio Architecture
  • Digital Experience
  • Service Management
  • Developer Experience

The Digital Experience Layer

The Digital Experience layer includes two primary user interface (UI) components.

Flexcards: FlexCards display contextual information at a glance. 

FlexCards are the starting and ending point for guided interactions. They can be created with a declarative editor without any code.

OmniScripts: OmniScript is a declarative scripting tool that you can create with clicks, not code.  

An OmniScript allows you to build a guided path for completing a business process by just dragging and dropping elements to build the structure.

The Service Management Layer

OmniStudio DataRaptors: OmniStudio DataRaptor is a mapping tool that allows users to read, write and transform Salesforce data.

OmniStudio Integration Procedures: These are the applications used to read and write data from Salesforce and external systems. They too are declarative, server-side processes that execute multiple actions in a single service call. They can be used as a data source for OmniScript, FlexCard, API, or Apex.

The Developer Experience Layer

IDX Build Tool: It's a Node.js command-line tool that we can use to export and deploy metadata and data packs in a YAML through a source-control-friendly format. 

IDX WorkBench: IDX Workbench is a desktop application you can use to migrate OmniStudio DataPacks and Salesforce metadata from one environment to another. That is, it enables migrations from one org to another or from an org to a Git repository and from a Git repository to an org.

Benefits of Omnistudio :

  • Faster prototyping with minimum custom development.
  • Quick conversion from an idea to a solution.
  • Moving the workload from the client end to a server is preferable.
  • Obvious components structure.
  • Codebase versioning.
  • Provide optimal flexibility.

Final Thoughts:

OmniStudio acts as a central hub, enabling users to access and analyze data seamlessly, leading to informed decision-making and improved business outcomes.

We can create a customized solution that enables real-time data access, clear dashboards, and empowers your organization to make data-driven decisions effortlessly.

At TechAim, we specialize in implementing OmniStudio for our clients in Pune. Our team of experts possesses in-depth knowledge of Salesforce and OmniStudio, allowing us to provide comprehensive solutions tailored to your business requirements.

Techaim is a leading Salesforce CRM partner, offering expert consulting services to help businesses improve their customer relationships and drive growth.

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