Introducing Salesforce OmniStudio

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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 offers a set of built-in components for different industries, and these components give us a fresh look at standard processes like CPQ, guided selling, etc.

However, it can fill the gaps in out-of-the-box Salesforce features;

Omnistudio is a great tool for businesses that need to have real-time data but also need to make sure they can access information quickly. 

And it’s made even better with the ability to build a dashboard that is clear and easy to read. 

This can be achieved with clicks without writing heavy custom code.

Introducing Salesforce OmniStudio

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Define your goals and make a plan to achieve them with techaim.

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Define your goals and make a plan to achieve them with techaim.

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 offers a set of built-in components for different industries, and these components give us a fresh look at standard processes like CPQ, guided selling, etc.

However, it can fill the gaps in out-of-the-box Salesforce features;

Omnistudio is a great tool for businesses that need to have real-time data but also need to make sure they can access information quickly. 

And it’s made even better with the ability to build a dashboard that is clear and easy to read. 

This can be achieved with clicks without writing heavy custom code.

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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