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Cert++

  1. Home
  2. Study Resources
  3. OmniStudio Consultant
Resource Pack
·Study Checklist

OmniStudio Consultant

4-Step Path to Passing

  1. 1
    Complete the
    OmniStudio Consultant Trailmix
  2. 2
    Look at the
    Study Checklist
    Every concept you need to know for your exam, available for free to check off as you learn.
  3. 3
    Attempt
    Practice Exams
  4. 4
    Schedule Your Exam

Core Resources

  • Cert++ Practice Exam (1 free exam per cert, then paid)

    Free practice questions for the OmniStudio Consultant exam, with detailed explanations. $10/mo for access to all questions, features, and certifications.

    certplusplus.com

  • Daily Certle Game (3 free questions per day)

    Practice your Salesforce certification knowledge daily with a challenge inspired by Wordle. Topics might not perfectly align with your preferred exam, but there is a lot of overlap between the certs.

    certplusplus.com

  • Focus on Force (Paid)

    $24 per cert for a year-long license. Includes OmniStudio Consultant study guide and practice questions.

    focusonforce.com

  • OmniStudio Consultant Preparation Trailmix

    Salesforce's curated trailmix covering Architecture, FlexCards, OmniScripts, DataRaptors, Integration Procedures, and Business Rules Engine.

    trailhead.salesforce.com

  • OmniStudio Consultant Exam Guide

    The official exam blueprint with the full list of objectives, topic weights, and recommended preparation resources.

    help.salesforce.com

  • OmniStudio Documentation

    Official Salesforce Help documentation for the OmniStudio standard platform tools.

    help.salesforce.com

  • Business Rules Engine Documentation

    Official Salesforce Help documentation for Decision Matrices and Expression Sets.

    help.salesforce.com

  • Cert++ Discord

    The Cert++ community discord for Salesforce professionals. Exam prep, resource sharing, study groups, and more. Free and open to all.

    discord.gg

  • SFXD Discord

    Large Salesforce community discord server with channels for industry cloud topics, career advice, and technical help.

    discord.gg

  • r/salesforce

    Salesforce subreddit for discussions, career questions, certification tips, and community support.

    reddit.com

  • Trailblazer Community

    Connect with other Salesforce learners for peer support, mentoring, and study groups.

    trailhead.salesforce.com

  • Salesforce Certification Score Calculator

    Check your exam score based on section results. Estimates your total score from category percentages (community-maintained third-party tool).

    scuvanov.github.io

Exam Overview

From the official exam guide

Questions

65

60 scored5 unscored

Duration

105 min

1h 45m

To Pass

65%

Min. score

Pricing

$200 registration · $100 retake

Delivery

Online proctored or at a testing center

Experience

6+ months recommended

Prerequisites

No prerequisites required

Exam Topics

Each topic section shows the topic weight, learning objectives, and links to study resources.

Flexcards23%

FlexCard use cases and capabilities, card vs. Lightning component trade-offs, parent/child card hierarchies, data source types (DataRaptor, Integration Procedure, SOQL, REST), states and conditions, and deployment to Lightning and Experience pages.

  • Explain the capabilities, use cases, and purpose of using Flexcards.
  • Design Flexcards to ensure they meet customer requirements/needs.
  • Collect and group the Customer 360 Information required to show to an end user (Console, Flexcards).

Resources

  • OmniStudio Architecture

    OmniStudio component overview, digital experience layer, and service management layer.

    trailhead.salesforce.com

  • Omnistudio Flexcard Fundamentals

    FlexCard designer tour, setup and style panels, key capabilities, testing, and activation.

    trailhead.salesforce.com

  • Get to Know Omnistudio Flexcards

    What FlexCards are, when to use them, and how they differ from standard components.

    trailhead.salesforce.com

  • Explore Key Flexcard Features

    Standard FlexCard designer overview: display elements, input elements, and the new standard designer interface.

    trailhead.salesforce.com

  • Get Started with Flexcard Designer

    FlexCard designer tour, display and input elements, and building your first card.

    trailhead.salesforce.com

  • Configure Your Flexcard

    Setup panel, properties panel, styling, and layout configuration options.

    trailhead.salesforce.com

  • Test and Activate Flexcards

    FlexCard testing workflow, activation steps, and best practices before publishing.

    trailhead.salesforce.com

  • Flexcards in Omnistudio for Managed Packages

    FlexCard capabilities in managed package orgs: data source wizard, display elements, and styling.

    trailhead.salesforce.com

  • Discover the Key Capabilities of Flexcards

    Key FlexCard capabilities: display, actions, states, and when to use a card vs. a component.

    trailhead.salesforce.com

  • Meet the Data Source Wizard

    Configuring FlexCard data sources: DataRaptor, Integration Procedure, SOQL, and REST.

    trailhead.salesforce.com

  • Display Data and Actions on a Flexcard

    Block, text, field, icon, menu, and action elements for displaying data and triggering interactions.

    trailhead.salesforce.com

  • Flexcard Building and Publishing in Omnistudio for Managed Packages

    Child FlexCards, states and conditions, external data display, and publishing to Lightning pages.

    trailhead.salesforce.com

  • Work with Child Flexcards

    Parent/child FlexCard hierarchy, data source configuration for child cards, and collapsible blocks.

    trailhead.salesforce.com

  • Add States and Conditions

    Multiple FlexCard states, conditional display logic, cloning states, and versioning.

    trailhead.salesforce.com

  • Activate and Publish Flexcards

    Activation steps, Lightning page embedding, and Experience Cloud deployment options.

    trailhead.salesforce.com

  • Display External Data

    Fetching and displaying external data in FlexCards, flyout panels, and multi-source configurations.

    trailhead.salesforce.com

  • Combine Internal Data for Flexcards

    FlexCard data sources, JSON nodes and subnodes, and building with multiple node outputs.

    trailhead.salesforce.com

  • Build Omnistudio Components for Cases

    Real-world scenario combining a FlexCard and OmniScript to display and create cases in a service console.

    trailhead.salesforce.com

  • Work with Other Omnistudio Components and Agentforce

    Enhancing FlexCards with Integration Procedures, calling IPs from OmniScripts, and Agentforce integration.

    trailhead.salesforce.com

  • Omnistudio Consultant Certification Maintenance (Summer '25)

    Summer '25 updates to the OmniStudio standard designer: new features and behavior changes for certified consultants.

    trailhead.salesforce.com

Omniscript27%

OmniScript structure and element types, Step vs. Group vs. Aggregate vs. Loop Block selection, Conditional Views, Formula functions, Navigate Actions for script chaining, Integration Procedure vs. DataRaptor data integration, and validation and testing.

  • Explain the basic structure of an Omniscript.
  • Validate developed Omniscript processes to ensure client expectation alignment.
  • Identify business process step requirements and map them to Omniscript Components required to implement them.

Resources

  • Omnistudio Omniscript Fundamentals

    OmniScript designer tour, element types, data integration, and component pairings.

    trailhead.salesforce.com

  • Simplify Complex Processes with Omniscript

    When to use OmniScripts, designer tour, and mapping business processes to script elements.

    trailhead.salesforce.com

  • Explore Omniscript Group and Input Elements

    Group elements (Step, Block, Loop Block, Aggregate) and input elements with configuration options.

    trailhead.salesforce.com

  • Use Action, Function, and Display Elements

    Action elements, function elements, display elements, and embedding one OmniScript inside another.

    trailhead.salesforce.com

  • Pair Omniscript with Other Omnistudio Components

    Data integration options and user interface connections with FlexCards and other components.

    trailhead.salesforce.com

  • Omniscripts in Omnistudio for Managed Packages

    OmniScript fundamentals in managed package orgs: elements, data flow, and interactions.

    trailhead.salesforce.com

  • Learn the Fundamentals of Omniscript

    OmniScript key capabilities and use cases for guided multi-step business processes.

    trailhead.salesforce.com

  • Design a Simple Omniscript

    Examining OmniScript elements and choosing the right elements for a given interaction.

    trailhead.salesforce.com

  • Configure a Simple Omniscript

    Adding steps and inputs, configuring element properties, and understanding data flow in OmniScript.

    trailhead.salesforce.com

  • Dig into the Omniscript Designer

    Building with clicks: the OmniScript designer's features for rapid declarative configuration.

    trailhead.salesforce.com

  • Branching Omniscripts in Omnistudio for Managed Packages

    Conditional display, Type Ahead Blocks, external data display, and Flexcard embedding in OmniScripts.

    trailhead.salesforce.com

  • Design and Build a Branching Omniscript

    Branching logic using Conditional Views, element properties for UI/UX control, and dynamic interactions.

    trailhead.salesforce.com

  • Display External Data on OmniScript

    Fetching external data within OmniScripts, embedding FlexCards, and using messaging to display warnings.

    trailhead.salesforce.com

  • Design and Build a Case Management Omniscript

    OmniStudio implementation best practices and building a case management script with real-world requirements.

    trailhead.salesforce.com

  • Custom Lightning Web Components in Omnistudio for Managed Packages

    Integrating OmniStudio components with custom LWCs: lookup extensions, case management, and case comments.

    trailhead.salesforce.com

  • Prepare Omniscript JSON with Different Conditional Inputs

    Saving data based on conditional inputs and preparing OmniScript JSON for DataRaptor Load actions.

    trailhead.salesforce.com

Data Tools23%

DataRaptor types (Extract, Turbo Extract, Transform, Load), Integration Procedures as server-side orchestration, combining DataRaptors in Integration Procedures, Decision Matrices for lookup-table rules, Expression Sets for conditional calculations, and performance design patterns.

  • Explain the purpose and benefits of Integration Procedures and Omnistudio Data Mappers.
  • Design Integration Procedures and related Omnistudio Data Mappers.
  • Describe the benefits of using Decision Matrices and Expression Sets and provide real examples.

Resources

  • Omnistudio Data Mapper Fundamentals

    Data Mapper types overview, performance design patterns, and integration with OmniStudio components.

    trailhead.salesforce.com

  • Solve Data Handling Challenges with Data Mappers

    Managing Salesforce data with Data Mappers and exploring core functionality and use cases.

    trailhead.salesforce.com

  • Explore Data Mapper Types

    Turbo Extract, Extract, Transform, and Load types with use case comparisons and configuration guidance.

    trailhead.salesforce.com

  • Design Data Mappers for Performance

    Development process, configuration choices, and performance considerations when building Data Mappers.

    trailhead.salesforce.com

  • Explore Data Mapper Integration Within Omnistudio

    Using Data Mappers inside OmniScripts, Integration Procedures, and FlexCards.

    trailhead.salesforce.com

  • Omnistudio Data Mappers in Omnistudio for Managed Packages

    DataRaptor types in managed package orgs: Turbo Extract, Extract, Transform, and Load.

    trailhead.salesforce.com

  • Discover Data Mapper Types

    Detailed walkthrough of all four Data Mapper types, their differences, and when to use each.

    trailhead.salesforce.com

  • Build a Data Mapper Turbo Extract and Data Mapper Load

    Hands-on: building a Turbo Extract for fast lookups and a DataRaptor Load for writing back to Salesforce.

    trailhead.salesforce.com

  • Omnistudio Integration Procedure Fundamentals

    Integration Procedure capabilities, designer elements, configuration, and best practices.

    trailhead.salesforce.com

  • Get to Know Omnistudio Integration Procedures

    Integration Procedure overview, capabilities, and how they fit in the OmniStudio data flow.

    trailhead.salesforce.com

  • Explore Integration Procedure Designer Elements

    Groups, DataRaptor and standard actions, HTTP actions, and combining elements in the IP designer.

    trailhead.salesforce.com

  • Configure Your Integration Procedure

    Properties panel, send and response transformations, and Integration Procedure best practices.

    trailhead.salesforce.com

  • Integration Procedures in Omnistudio for Managed Packages

    IP fundamentals in managed package orgs: designer exploration, simple IP builds, and design patterns.

    trailhead.salesforce.com

  • Build Simple Integration Procedures

    Where IPs fit in the data flow, building a retrieval IP, and building a write-back IP.

    trailhead.salesforce.com

  • Build an Integration Procedure with Conditional Data Mapper Loads

    Branching Integration Procedures with conditional DataRaptor Load execution.

    trailhead.salesforce.com

  • Advanced Integration Procedures in Omnistudio for Managed Packages

    Loop blocks, list actions, long-running procedures, and chaining for high-volume scenarios.

    trailhead.salesforce.com

  • Business Rules Engine

    Decision Matrices, Expression Sets, and Business Rules Engine for automating complex decision-making.

    trailhead.salesforce.com

  • Build Decisions with Lookup Tables

    Lookup tables, Decision Matrices vs. Decision Tables, and real-world table-based rule lookups.

    trailhead.salesforce.com

  • Orchestrate Rules with Expression Sets

    Expression Set overview, Expression Sets in action, and Expression Set templates for rule orchestration.

    trailhead.salesforce.com

Best Fit Solutioning27%

Mapping business process requirements to OmniStudio components, fit/gap analysis between requirements and capabilities, requirements gathering and simplification, FlexCard vs. OmniScript vs. Integration Procedure vs. DataRaptor selection, OmniStudio architecture layers, and standard designer vs. managed package distinctions.

  • Gather, analyze, and simplify business requirements in order to design solutions using Omnistudio tools following best practices.
  • Map process requirements to Omnistudio capabilities and explain the interaction between them.
  • Create fit/gap analyses between requirements and Omnistudio capabilities.

Resources

  • Omnistudio Basics

    OmniStudio overview: digital suite layers, components, and the full toolchain.

    trailhead.salesforce.com

  • Get Started with Omnistudio

    The demand for omnichannel service, what OmniStudio does, and when to use it.

    trailhead.salesforce.com

  • Discover the Omnistudio Digital Suite

    OmniStudio layers: digital experience, service management, and developer experience layers.

    trailhead.salesforce.com

  • Explore Omnistudio Use Cases

    OmniStudio components in action and real use cases across industry clouds and services.

    trailhead.salesforce.com

  • Meet OmniStudio

    Omnichannel service demand, OmniStudio tools together in action, and component relationships.

    trailhead.salesforce.com

  • Omnistudio Development Essentials

    Standard vs. managed package designers, best practices, and developer tools for OmniStudio.

    trailhead.salesforce.com

  • Get to Know the New Omnistudio and its Features

    OmniStudio at a glance, standard vs. managed package types, and the new standard designer.

    trailhead.salesforce.com

  • Explore Omnistudio Standard Designers

    FlexCard, OmniScript, Integration Procedure, and Data Mapper designers in the standard platform.

    trailhead.salesforce.com

  • Dive into Best Practices, Technologies, and Developer Tools

    High-level design principles, OmniStudio solution design best practices, and technical knowledge requirements.

    trailhead.salesforce.com

  • Get to Know Business Rules Engine

    Business Rules Engine key components, setup, and use cases for supercharging digital processes.

    trailhead.salesforce.com

  • Implement Rules in Business Processes

    Business rules deployment patterns and integrating Decision Matrices and Expression Sets into processes.

    trailhead.salesforce.com

  • Explore Business Rules Engine

    Full BRE trail covering lookup tables, Decision Matrices, Expression Sets, and advanced rule scenarios.

    trailhead.salesforce.com

  • Build with Omnistudio for Managed Packages

    End-to-end trail for managed package OmniStudio: FlexCards, OmniScripts, DataRaptors, and Integration Procedures.

    trailhead.salesforce.com

  • Get Started with Omnistudio on the Salesforce Platform

    Standard platform OmniStudio trail: guided interactions, component integration, and platform use cases.

    trailhead.salesforce.com

  • Display and Submit Case Comments

    End-to-end scenario: OmniScript step configuration, DataTable FlexCard, and LWC integration for case comments.

    trailhead.salesforce.com

  • Extract Data from Salesforce Objects

    Getting internal data for OmniScripts using DataRaptor Extract with relationship queries.

    trailhead.salesforce.com

  • Extract External Data with an Integration Procedure

    Using Integration Procedures to fetch external data and the data flow for external API calls.

    trailhead.salesforce.com

  • Omnistudio for Managed Packages Internal Data Tools

    Internal data tools badge: combining FlexCard data sources, conditional IPs, and DataRaptor Loads.

    trailhead.salesforce.com

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