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Cert++

Resource Pack

OmniStudio Consultant

The Salesforce Certified OmniStudio Consultant credential is for people who design solutions using OmniStudio's declarative toolset: FlexCards, OmniScripts, Integration Procedures, Data Mappers, Decision Matrices, and Expression Sets. It is not a developer exam. The questions test judgment -- given a business requirement, which OmniStudio tool fits best, and why. If you can explain the trade-offs between a FlexCard and a Lightning component, between calling a DataRaptor directly versus routing through an Integration Procedure, and between a Decision Matrix and an Expression Set, you are well positioned to pass.

3-Step Path to Passing

  1. 1

    Complete the OmniStudio Consultant Trailmix

    Start with Salesforce's official prep trailmix. It covers the Architecture module, FlexCards, OmniScripts, Data Mappers, Integration Procedures, and the Business Rules Engine. These six modules form the core of what the exam tests.
  2. 2

    Attempt Practice Exams

    I recommend my own practice exams, but I have linked other options in the Study Resources section below. This exam has a high scenario density, so practice questions that ask 'which tool fits this requirement?' are especially important.
  3. 3

    Schedule Your Exam

    Exams run every day, at all hours of the day. There is no need to schedule your exam far in advance. Schedule with short notice when you feel ready.

Core Resources

Exam Overview

Questions

65

60 scored + 5 unscored

Duration

105 min

1 hour 45 minutes

To Pass

65%

Minimum Score

Question Format

The exam tests solution design judgment across the OmniStudio toolchain: when to use each component, how they integrate, and how to map business requirements to the correct tool.

Scored

92%

60questions

Unscored

8%

5questions

Exam Details

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

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

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

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

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