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Declarative-first design with Omnistudio and Flow before custom code

Key Takeaway

Build with low-code tools such as Omnistudio and Flow first. Custom code comes last, only when standard and customized components cannot meet a requirement.

A declarative-first design builds an Agentforce Health solution with low-code tools such as Omnistudio and Flow before anyone writes custom code. Design this way because apps that use minimal code run faster and are easier for admins to maintain and upgrade.

What Omnistudio includes

Omnistudio's key characteristic is its low-code approach. Use Omnistudio to build guided interactions and rich user experiences without code. These experiences can include apps and workflows that use data from Agentforce Health and from external sources.

Omnistudio has four main component types:

ComponentWhat it does
OmniscriptsHold user-interaction components and the logic for guided flows.
FlexcardsDisplay data and launch actions.
Integration ProceduresBundle server-side data integration operations for efficiency and reuse. They can call out to external systems.
Data MappersTransfer and transform data between Salesforce and the Omniscripts, Flexcards, and Integration Procedures.

Data Mappers and Omnistudio integration tools work with Omniscripts and Flexcards to pull and blend data from Salesforce and external systems. Together, these tools also run calculations on that data and show it in context.

Salesforce Accredited Agentforce Health Professional Study Guide

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Given customer requirements, determine how to create the proper application solution design leveraging Agentforce Health best practices

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