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Omnistudio Consultant

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Omnistudio Consultant

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Checklist progress

0/149Learned

Explain the capabilities, use cases, and purpose of using Flexcards.

0/17

  • What a Flexcard is
  • How a Flexcard differs from a standard Lightning component for displaying contextual customer data
  • When to use a Flexcard versus an OmniScript to surface information to a service agent in a console
  • The role of Flexcards in a 360-degree customer view within a Service Console, including which data sources can be surfaced
  • The four supported data source types for a Flexcard (Integration Procedure, DataRaptor, Apex, REST)
  • How to choose the right Flexcard data source type for a given requirement
  • How Flexcards consume data through Integration Procedures or DataRaptors versus direct SOQL queries
  • The purpose of the Flexcard datasource refresh interval and when it should be used to meet a business requirement
  • How Flexcard states (default, conditional) work to show or hide content based on data values
  • How Flexcard element-level conditional visibility differs from state-level conditional visibility
  • When to use element-level versus state-level conditional visibility on a Flexcard
  • How Flexcard actions (flyout, modal, navigation, OmniScript launch) are configured and triggered
  • What a Flexcard flyout action does versus a modal action when launching an embedded OmniScript
  • How child Flexcards are nested inside parent Flexcards
  • The use cases that require nesting child Flexcards inside parent Flexcards
  • When each Flexcard template type is appropriate for a given data presentation requirement
  • How Flexcards are deployed to an Experience Cloud site versus a Lightning App Page

Design Flexcards to ensure they meet customer requirements/needs.

0/14

  • How a Flexcard's layout (stack, grid, list) is chosen to meet a specific presentation requirement
  • How to configure a Flexcard to iterate over a list of records and display one card per record
  • How to configure conditional states on a Flexcard to display different layouts based on a field value (e.g., case status)
  • How to use conditional visibility on individual Flexcard elements (fields, actions) versus using conditional states
  • How to use Flexcard fields to display merged data from multiple data source nodes using merge syntax
  • How to configure a Flexcard action to launch an OmniScript in a modal, passing context data to pre-populate the script
  • How to pass parameters from a parent Flexcard to a child Flexcard to filter the child's data source
  • How to place a Flexcard on a Lightning App Builder page versus an Experience Builder page
  • The configuration differences between deploying a Flexcard to Lightning App Builder versus Experience Builder
  • How to configure a Flexcard to show a custom empty state when the data source returns no records
  • How Flexcard version management and activation works
  • The impact of deactivating a Flexcard version in production
  • The process for migrating a Flexcard from one org to another using datapacks and version control considerations
  • When to use a custom LWC component embedded inside a Flexcard versus using native Flexcard elements

Collect and group the Customer 360 Information required to show to an end user

0/6

How to identify and group data from multiple Salesforce objects into a single Flexcard to create a unified customer view

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How to structure a console layout using multiple Flexcards to display Account, Contact, and Case data side-by-side

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How DataRaptor Extract is used as a Flexcard datasource and its limitations compared to Integration Procedures

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How an Integration Procedure is used as a Flexcard datasource to aggregate data from multiple objects in a single callout

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How to surface real-time external data (e.g., from an external billing system) in a Flexcard and the appropriate data source type to use

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The tradeoff between using a single complex Integration Procedure versus multiple simpler datasources on a Flexcard

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  • The hierarchical structure of an OmniScript (Script > Step > Element) and the role of each level
  • The purpose of OmniScript Type and SubType in deployment and versioning
  • The OmniScript element types available (text input, select, checkbox, date, file, signature, etc.)
  • When each OmniScript element type is appropriate for a given requirement
  • How steps and their order control navigation flow in an OmniScript and which step properties affect branching
  • The purpose and configuration of the Navigation element versus native step navigation
  • How the OmniScript JSON data model (the node structure) stores user input and is passed to integration actions
  • How OmniScript merge syntax (%variable%) works to reference data from the OmniScript JSON node anywhere in the script (labels, conditions, action inputs)
  • How conditional visibility (show/hide) is configured on steps and elements using OmniScript merge syntax
  • How the OmniScript Group and Block elements are used to organize and layout child elements within a step
  • How OmniScript actions (Integration Procedure, DataRaptor, HTTP, Apex) are added to a step
  • When each OmniScript action type fires during step execution
  • What the 'Response JSON Path' and 'Element JSON Path' fields on an OmniScript action do and why they matter
  • The role of the SetValues element and when it is used versus a DataRaptor or Integration Procedure action
  • How the OmniScript Formula element works to perform calculations or string manipulations on captured data
  • How the Repeat block and its child elements are configured to capture a variable number of records from a user
  • The OmniScript rendering modes (LWC versus Visualforce/Aura)
  • The deployment implications of OmniScript LWC versus non-LWC rendering
  • How the OmniScript Save feature (save on step navigation) works to persist in-progress data and support multi-session resumable processes
  • How the OmniScript Preview mode is used during development and its limitations
  • How an embedded OmniScript child is configured within a parent OmniScript and how data is passed between them
  • How a Calculation Procedure (Expression Set) action is invoked from within an OmniScript and how the result is mapped into the script's data JSON
  • How to review an OmniScript against a client's business process to identify missing steps or incorrect branching logic
  • The process for reviewing an OmniScript's conditional logic to confirm all branching paths align with the client's documented process flow
  • How to verify that an OmniScript captures all required data fields before allowing the user to advance to the next step
  • How to use validation rules and required field configurations in OmniScript to enforce business rules
  • How to use the OmniScript debug panel to trace data flow through steps and actions during testing
  • How error handling and error messages are configured in OmniScript actions to provide meaningful feedback to the user
  • How to verify the output of an Integration Procedure action within an OmniScript to confirm correct data is written back to Salesforce
  • The decision criteria for choosing OmniScript versus Screen Flow
  • When to use an OmniScript versus a standard Salesforce Screen Flow for a guided user process
  • Given a multi-step intake process with branching, which OmniScript step and element types should be used for each stage
  • How to map a requirement to look up and pre-populate data from an existing Salesforce record at the start of a script
  • How to configure an OmniScript to pre-populate fields using context passed from a Flexcard action
  • How to map a requirement for a branching script (e.g., different paths for new vs. existing customers) to OmniScript conditional step visibility
  • When to use a TypeAhead element versus a Select element for a field that references a large list of Salesforce records
  • How to map a requirement to collect a customer's e-signature to the appropriate OmniScript element
  • How to map a requirement for a summary review screen before final submission to the appropriate OmniScript element or step configuration
  • When the Repeatable Block element is appropriate versus creating separate steps for a varying number of items
  • How the OmniScript Aggregate element is used to combine data from multiple sources into a single node within the script JSON
  • How to choose between saving data at the end of the OmniScript versus incrementally saving at each step, and the configuration implications
  • How the OmniScript Resume feature works and when it is appropriate to enable for a multi-session business process
  • When to use a custom LWC embedded in an OmniScript versus using native OmniScript elements for a complex UI requirement
  • What a DataRaptor is and the four types (Extract, Load, Transform, Turbo Extract)
  • The primary use case for each DataRaptor type
  • The difference between DataRaptor Turbo Extract and DataRaptor Extract and when Turbo Extract is preferred
  • What an Integration Procedure is and how it differs from a DataRaptor
  • When an Integration Procedure versus a DataRaptor is the right tool for a given requirement
  • The key benefit of Integration Procedures running server-side in a single transaction versus multiple client-side callouts
  • The benefits of chaining Integration Procedure elements (e.g., DataRaptor, HTTP Action, Set Values) within a single procedure versus calling them separately
  • How an Integration Procedure can call external REST services and what element is used to do so
  • The role of DataRaptor Transform within an Integration Procedure
  • How DataRaptor Transform reshapes data between formats (e.g., from a REST response to Salesforce object structure)
  • How Integration Procedure asynchronous execution works and when it should be enabled
  • The impact of Integration Procedure asynchronous execution on the calling OmniScript or Flexcard
  • How Integration Procedure caching works (response caching on the HTTP Action element) and when caching external callout responses is appropriate
  • What the OmniStudio DataMapper is and how it differs from a DataRaptor in terms of configuration and capabilities
  • How to configure input and output nodes in an Integration Procedure and how data flows between elements
  • How to pass parameters from an OmniScript to an Integration Procedure and map them into the procedure's input node
  • How to use a DataRaptor Extract element inside an Integration Procedure and map its output to a named node
  • How to design an Integration Procedure that queries multiple Salesforce objects and aggregates the results into a single output node
  • How to configure conditional logic within an Integration Procedure using the Conditional Block element to handle business rule branching
  • How to configure a Loop Block within an Integration Procedure to process a list of records and write each one to Salesforce
  • How to design a DataRaptor Load to upsert multiple Salesforce objects in a single transaction and the key configuration fields
  • How a DataRaptor Load uses a key field (external ID or Salesforce ID) to determine whether to insert or update a record, and what happens when no match is found
  • How to configure a DataRaptor Transform to reshape a JSON payload from an external API into a format compatible with a DataRaptor Load
  • How to configure error handling in an Integration Procedure to catch failures from a child element and return a meaningful error to the caller
  • How to test an Integration Procedure in isolation using the built-in test panel before connecting it to an OmniScript
  • The best practice for naming Integration Procedure elements and nodes to support maintainability and team collaboration
  • How a sub-Integration Procedure is called from a parent Integration Procedure and why this pattern is used for reusability and modularity
  • How governor limits and Salesforce platform constraints apply to DataRaptor Loads and Integration Procedures, and the best practices for staying within those limits
  • What a Decision Matrix is, how it is structured (rows, columns, output values), and a real-world use case for it
  • The benefit of externalizing business rules into Decision Matrices rather than embedding them in DataRaptors or Apex
  • How a Decision Matrix is invoked from within an Integration Procedure and how its output is consumed
  • How a Decision Matrix uses input key fields and range-based matching to look up the correct output row, and how to configure the lookup keys
  • What an Expression Set is and how it differs from a Decision Matrix
  • When an Expression Set versus a Decision Matrix is appropriate for a given requirement
  • How Expression Sets use weighted scoring and conditional logic to compute a result, with an example in insurance or financial services
  • A scenario where a pricing or eligibility rule should be implemented as an Expression Set versus hard-coded logic in an OmniScript
  • How a Calculation Procedure (Expression Set) is invoked from a Flexcard or OmniScript action versus from within an Integration Procedure
  • When to invoke a Calculation Procedure from Flexcard/OmniScript versus from within an Integration Procedure
  • How to version and activate a Decision Matrix and the impact on existing Integration Procedures that reference it
  • The OmniStudio three-layer architecture (Digital Experience, Service Management, Developer Experience)
  • How a consultant uses the three-layer architecture model to categorize requirements and assign the right tool to each layer
  • How to gather requirements for a customer-facing self-service portal that uses OmniStudio components and what discovery questions to ask
  • How to translate a verbose business requirement into a minimal OmniStudio component design that avoids over-engineering
  • When a business requirement for displaying related data should be solved with a Flexcard versus an OmniScript display step
  • The best practice approach when a business requirement could be solved by either an OmniScript or a standard Lightning Flow
  • Best practices for reusing Integration Procedures and DataRaptors across multiple OmniScripts to reduce duplication
  • The best practices for naming conventions and organization of OmniStudio components to support team collaboration and maintainability
  • When to use a single complex OmniScript versus breaking a long process into child OmniScripts, and the tradeoffs involved
  • How to evaluate a proposed OmniStudio solution against Salesforce governor limits and OmniStudio platform constraints
  • How to identify which OmniStudio tool is the right entry point for a given interaction (Flexcard for display, OmniScript for process, Integration Procedure for data orchestration)
  • How a Flexcard, OmniScript, and Integration Procedure work together in an end-to-end service interaction (e.g., agent views summary, launches guided process, data is saved)
  • How Flexcard actions that launch OmniScripts pass context (record ID, field values) and how the OmniScript uses that context to pre-populate data
  • How Decision Matrices and Expression Sets plug into an Integration Procedure to implement configurable business rules at runtime
  • How to map a requirement to display aggregated data from an external system on a Flexcard to the appropriate combination of Integration Procedure and REST callout
  • How to map a multi-department business process with distinct sub-flows to a combination of parent and child OmniScripts with Integration Procedures
  • How OmniStudio components interact with standard Salesforce automation (Flows, Process Builder, Apex triggers) and the boundary considerations
  • How a DataRaptor Load inside an Integration Procedure interacts with Salesforce validation rules and what happens on failure
  • How OmniStudio components are deployed in an Experience Cloud self-service portal and the additional considerations compared to an internal Service Console deployment
  • How the IDX Build Tool and IDX Workbench are used to export, version, and migrate OmniStudio DataPacks between orgs or into a source control repository
  • How to present a fit/gap analysis to a client, distinguishing between out-of-the-box capabilities, configuration, and custom development
  • How to identify a fit where an existing DataRaptor or Integration Procedure can be reused to meet a new requirement with minimal rework
  • How to identify a business requirement that cannot be met by native OmniStudio components and requires a custom LWC or Apex extension
  • A scenario where a client requirement exceeds OmniStudio's native configuration capabilities and the consultant must recommend a custom extension strategy
  • How to prioritize which gaps to address in OmniStudio versus accepting workarounds, based on business impact and implementation cost
  • How to assess which OmniStudio components can be reused across multiple Salesforce Clouds (Service Cloud, Sales Cloud, Experience Cloud) and what adjustments are required for each target
  • How to document a gap where a legacy process built on Apex or standard Flow should be migrated to OmniStudio and the considerations involved
  • How to assess whether a client's integration requirements can be handled by OmniStudio Integration Procedures alone or require MuleSoft or middleware
  • How to evaluate a requirement for offline or mobile capabilities against what OmniStudio natively supports
  • How to evaluate a migration from the Vlocity managed package to standard Salesforce OmniStudio, including the key differences and upgrade considerations a consultant must communicate to the client

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The tradeoff between using a single complex Integration Procedure versus multiple simpler datasources on a Flexcard

Explainer

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Practice Question

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Next conceptThe hierarchical structure of an OmniScript (Script > Step > Element) and the role of each level

Checklist progress

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0 of 149 concepts learned

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Explainer

Flexcards retrieve data through a single configured data source, with Integration Procedures recommended to separate data logic from the user interface. This approach allows a single procedure to aggregate data from multiple objects and serve multiple Flexcards efficiently.

Core information
  • Flexcards support various data sources, but Integration Procedures are best practice for managing complex data requirements and separating configuration from the Flexcard itself.
More details and nuances
  • To avoid SOQL limit errors, do not put too many data calls in the same Integration Procedure.