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Omnistudio Developer

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Omnistudio Developer

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Checklist progress

0/169Learned

  • The four supported Flexcard data source types (Salesforce Object, Integration Procedure, DataRaptor, REST) and when each is used
  • The available Flexcard action types (navigation, flyout, modal, OmniScript launch, custom LWC) and when each is used
  • How to configure a Flexcard to use a Salesforce Object as its data source, including which object fields and filter conditions are specified directly on the card
  • How to configure a Flexcard to use an Integration Procedure as its data source, including how the input parameters are mapped
  • How to configure a Flexcard to use a DataRaptor Extract as its data source
  • How to configure a Flexcard to call an external REST endpoint directly as a data source
  • How Flexcard element types (fields, icons, images, custom LWC) are configured to display data from the card's data source using merge syntax
  • How Flexcard card states (default state versus conditional states) are defined and how state transition conditions are evaluated
  • The difference between configuring conditional visibility at the card-state level versus at the individual element level on a Flexcard
  • How to configure a conditional state on a Flexcard so that a different layout is displayed when a field value matches a specific condition
  • The key configuration properties for Flexcard actions, including passing context and targeting (e.g., URL for navigation, record ID for OmniScript)
  • How a Flexcard flyout action differs from a modal action in terms of user experience and configuration
  • How to configure a Flexcard action to launch an OmniScript in a modal and pass context (record ID, field values) from the card to the script
  • How conditional action visibility on a Flexcard action is configured so that an action button only appears when a condition is met
  • How to configure a Flexcard to iterate over a list of records returned by a data source and render one card instance per record
  • How a parent Flexcard embeds a child Flexcard (the Children panel) and when embedding child cards is appropriate versus using a single card with multiple elements
  • Given a requirement to display data from multiple related Salesforce objects, which Flexcard data source type should be chosen
  • How Flexcard display styles (card, list, table, timeline) differ and when each should be selected to meet a display requirement
  • How the Flexcard JSON data model is structured, including the relationship between the card definition, states, elements, and actions
  • How a Flexcard's data source response JSON is consumed by card elements using dot-notation path references
  • How OmniStudio merge syntax is used within a Flexcard to reference data from the card's data source JSON node
  • How a Flexcard's input parameters map to the data source's expected input JSON structure
  • How the Flexcard JSON state is structured differently when the data source returns a single record versus a list of records and how each case is rendered
  • How nested child Flexcards are embedded inside a parent Flexcard and how the parent passes data to the child via the child card's input parameters
  • How Flexcard version activation works and the impact of activating a new version on users who have the card embedded in a Lightning App Page
  • Given a requirement to show a different card layout for active versus inactive accounts on the same Flexcard, how states and conditions are configured
  • Given a requirement to display an empty state message when the Flexcard data source returns no records, how is this configured
  • Given a requirement to display an account summary with conditionally visible service status indicators, which Flexcard features are used
  • Given a requirement to allow an agent to launch a service order OmniScript from a Flexcard, how the action is configured and what context is passed
  • Given a requirement to embed a Flexcard on a Lightning Record Page and a separate version on an Experience Cloud site, what configuration differences are required
  • Given a requirement to surface a custom LWC component inside a Flexcard, how is the custom component embedded and how does it receive data from the card
  • Given a requirement to display data from an external billing API on a Flexcard, which data source type and HTTP configuration is appropriate

Given a use case, compare and contrast various elements and their configuration that will meet the requirements with an Omniscript.

0/22

The OmniScript input element types (Text Input, Select, Multi-Select, Checkbox, Date/Time, Currency, Number, File, Signature, Radio, Toggle) and what each captures

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The OmniScript display and derived element types (Text Block, Display Text, Formula, Type Ahead) and what each displays or computes

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How the Group element and Block element differ in their layout behavior and when each is used to organize child elements within a step

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How the Repeatable Block element is configured to allow a user to add a variable number of line items within a single step

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How the Formula element works and what formula functions are available

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How the SetValues element is configured to assign or transform values within the OmniScript data JSON without making a server callout

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How the Navigate element is configured to jump to a specific named step and when it is used instead of relying on native Previous/Next navigation

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How the Type Ahead element differs from the Select element and when Type Ahead is preferred for fields referencing large sets of Salesforce records

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How conditional visibility (show/hide conditions) is configured on an OmniScript step using the 'Condition' property and OmniStudio merge syntax

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How conditional visibility on an element differs from conditional navigation (branching to a different step) in an OmniScript

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How the Conditional View element differs from using a condition expression on a regular element to show or hide content within an OmniScript step

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How the Integration Procedure Action element is configured within an OmniScript step, including how input and output are mapped to the script's data JSON

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How a DataRaptor Extract Action element inside an OmniScript differs from calling an Integration Procedure Action that wraps the same DataRaptor

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When to use the SetValues element versus a DataRaptor Transform action to reshape or default data within an OmniScript

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Given a requirement to pre-populate an OmniScript from context passed by a Flexcard action, how are the input parameters received and mapped in the script

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Given a requirement to allow a user to attach a file (e.g., proof of identity) during a guided process, which OmniScript element is used and what properties must be configured

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Given a requirement to collect an e-signature from a user within a guided process, which OmniScript element is used

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How the Remote Action (Apex) element is used within an OmniScript and what is required in the Apex class for it to be callable

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How OmniScript Save and Resume is enabled and how in-progress data is stored so a user can return to a multi-session process

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How an embedded child OmniScript is configured inside a parent OmniScript and how data from the parent is passed into the child

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How a custom LWC component is embedded within an OmniScript as a Custom Lightning Web Component element and how it communicates with the script's data JSON using pubsub or standard LWC events

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How the step progress indicator (step chart) is controlled, including hiding individual steps from the header progress bar

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Demonstrate an understanding of the JSON data structure that supports Omniscript.

0/9

  • How the OmniScript hierarchical data JSON is built at runtime: how each element's name becomes a JSON key and how nested blocks create nested JSON nodes
  • Given an OmniScript with a Block named 'ContactInfo' containing an element named 'Email', what is the resulting JSON path to the Email value
  • How OmniStudio merge syntax (%NodeName:FieldName%) is used to reference a value from the JSON data node anywhere in the script (labels, conditions, action inputs)
  • How the Repeatable Block element stores its repeated entries in the JSON data structure (as an array under the block's name)
  • How the 'Response JSON Path' property on an OmniScript action is used to extract a subset of the action's response into the script's data JSON
  • How the 'Element JSON Path' property on an Integration Procedure Action element maps the action's output into a specific node in the OmniScript data JSON
  • Given an OmniScript action configured with a specific 'Input JSON Path', how the portion of the data JSON tree it specifies is isolated and passed as the action input
  • How to read the OmniScript debug/JSON state panel during Preview to trace the current state of the data JSON at each step
  • How the OmniScript Type and SubType fields affect the URL used to launch the script and the script's versioning behavior

Given a set of functional requirements, select the Omniscript elements and common properties to meet the requirements.

0/9

  • How the 'Required' property on an OmniScript element prevents step navigation until a value is entered, and how this differs from a custom validation expression
  • Given a requirement to display read-only HTML content or instructions to the user between input fields, which OmniScript element is used
  • Given a requirement to pre-populate address fields from an existing Salesforce Account record when the script launches, which element and action type should be used
  • Given a requirement to show or hide a step based on the value selected in a previous step's dropdown, what configuration achieves this
  • Given a use case where a service agent must collect a variable number of line items (e.g., products to order), which OmniScript element structure is correct
  • Given a requirement to display a calculated subtotal that updates as the user changes quantity inputs, which OmniScript element is correct
  • Given a requirement to validate that an entered email address matches a specific pattern before allowing the user to proceed, how is custom validation configured on an OmniScript element
  • Given a requirement to write collected OmniScript data back to multiple Salesforce objects at the final step, which action type and configuration is appropriate
  • Given a requirement to call a decision-support Apex method mid-script (e.g., to check eligibility), which OmniScript element and required Apex annotation are used
  • The Integration Procedure data elements (DataRaptor Extract, DataRaptor Load, DataRaptor Transform, Set Values) and the primary purpose of each
  • The Integration Procedure control flow and integration elements (Conditional Block, Loop Block, HTTP Action, Response Action) and the primary purpose of each
  • The Integration Procedure decision and sub-procedure elements (Matrix Action, Integration Procedure Action, Calculation Procedure Action) and the primary purpose of each
  • How the Set Values element within an Integration Procedure assigns or transforms values between elements without a Salesforce DML operation
  • How the Response Action element is used to define what the Integration Procedure returns to its caller and how the output node is configured
  • How the HTTP Action element is configured in an Integration Procedure (Named Credential, HTTP method, request body, response mapping)
  • How the Conditional Block element in an Integration Procedure evaluates a condition and routes execution to different child element branches
  • How the Loop Block element in an Integration Procedure iterates over an array of records and executes child elements for each iteration
  • How a sub-Integration Procedure is called from a parent Integration Procedure using the Integration Procedure Action element, and why this pattern is used
  • How the Matrix Action element within an Integration Procedure invokes a Decision Matrix and maps its output into the procedure's data node
  • How the Integration Procedure Preview/Test panel is used to supply test input JSON and inspect the output without connecting to an OmniScript
  • How Integration Procedure versioning and activation works and how the version in use by a calling OmniScript is controlled
  • Given a requirement to query Salesforce data, transform it, call an external API, and write results back to Salesforce in one server call — which Integration Procedure element sequence achieves this
  • How Integration Procedure asynchronous execution is enabled, what it means for the caller, and when it should be used
  • How input and output nodes are defined on an Integration Procedure and how element-level output is promoted to a named node accessible by downstream elements
  • How Named Credentials are used in the HTTP Action element to securely store endpoint URLs and authentication credentials outside the Integration Procedure definition
  • Given a requirement to retrieve an Account and all related Contacts in a single server-side call, which Integration Procedure element(s) and configuration should be used
  • Given a requirement to process a list of line items and create a separate Salesforce record for each, which Integration Procedure element is used and how is it configured
  • Given a requirement to conditionally call an external payment gateway only when an order total exceeds a threshold, how is the Integration Procedure structured
  • Given a requirement to apply different discount rates based on a customer's tier and product category using externalized business rules, which Integration Procedure element and supporting OmniStudio component are used
  • How the Calculation Procedure Action element invokes an Expression Set inside an Integration Procedure and how the result is consumed
  • How element-level error handling in an Integration Procedure is configured to return a meaningful error message to the calling OmniScript
  • How procedure-level error handling in an Integration Procedure is configured to return a meaningful error message to the calling OmniScript
  • How Salesforce governor limits (DML limits, callout limits, CPU time) constrain Integration Procedure design and what patterns should be avoided
  • The four OmniStudio DataRaptor types (Extract, Load, Transform, Turbo Extract) and the single defining characteristic of each
  • Given a requirement to read data from Salesforce objects and return it as a JSON structure to an OmniScript, which DataRaptor type is used
  • Given a requirement to create or update Salesforce records from JSON data collected in an OmniScript, which DataRaptor type is used
  • Given a requirement to reshape a JSON payload from one structure to another without reading from or writing to Salesforce, which DataRaptor type is used
  • The key difference between DataRaptor Extract and DataRaptor Turbo Extract in terms of query mechanism, performance, and relationship traversal support
  • Given a requirement to retrieve a large volume of Salesforce records with high performance using direct SQL-like queries, which DataRaptor type is used
  • When DataRaptor Turbo Extract is preferred over DataRaptor Extract and what its limitations are (e.g., no formula fields, no parent-child relationship queries)
  • How to configure a DataRaptor Extract to query a Salesforce object, including the Object name, field list, and filter conditions
  • How output field mapping in a DataRaptor Extract controls the JSON key names in the extract's output node
  • How DataRaptor Extract uses input parameters to filter the query results (e.g., filtering by Account ID passed from an OmniScript)
  • How DataRaptor Extract maps related object fields (parent-child relationships) into the output JSON using relationship traversal
  • How to configure a DataRaptor Extract to retrieve multiple child records (e.g., all Opportunity Line Items for an Opportunity) and how they appear in the output JSON
  • Given a requirement to pre-populate an OmniScript's fields from a Salesforce Contact record, how a DataRaptor Extract is configured and invoked as an action within the script
  • How the DataRaptor Extract preview/test functionality is used to validate the output JSON structure before connecting it to an OmniScript or Integration Procedure
  • How a DataRaptor Load is configured to insert or update Salesforce records, including the object name, field mappings, and key field for upsert logic
  • How input field mapping in a DataRaptor Load maps JSON node keys from the OmniScript data JSON to the target Salesforce object fields
  • How DataRaptor Load determines whether to insert or update a record based on the key field configuration, and what happens when the key field value is null
  • How a DataRaptor Load is configured to write to multiple Salesforce objects in a single operation (parent and child records)
  • Given a requirement to save multiple Contact records collected in a Repeatable Block within an OmniScript, how the DataRaptor Load handles the array structure
  • How Salesforce validation rules and required field constraints interact with a DataRaptor Load and how errors are surfaced
  • How the DataRaptor Load 'Delete' operation mode is configured to remove Salesforce records and when it is used versus the default upsert mode
  • What DataRaptor Transform does: it reshapes JSON from one structure to another without performing any Salesforce DML or queries
  • How DataRaptor Transform input and output field mappings are configured to rename, reorder, or flatten JSON keys
  • How the DataRaptor Transform formula feature is used to compute or concatenate values during the transformation
  • Where in an Integration Procedure sequence DataRaptor Transform is typically placed (after HTTP Action, before DataRaptor Load) and why
  • Given a requirement to convert a REST API response JSON into a structure compatible with a DataRaptor Load, which DataRaptor type and configuration is used
  • How DataRaptor Turbo Extract's query configuration differs from DataRaptor Extract (SQL-like syntax, direct database access, no formula field support)
  • When DataRaptor Turbo Extract should be used instead of DataRaptor Extract to meet a high-volume or performance requirement
  • The limitations of DataRaptor Turbo Extract compared to DataRaptor Extract (no formula fields, no parent-to-child relationship traversal, no picklist label mapping)
  • Given a requirement to retrieve 5,000 product records for display in an OmniScript lookup, when Turbo Extract is appropriate versus Extract
  • What a Decision Matrix is: a lookup table with input key columns and output value columns used to return a matching output row based on input values
  • How Decision Matrix rows are structured with input key fields (exact match or range) and output value fields, and how the lookup algorithm finds the matching row
  • How range-based matching works in a Decision Matrix (e.g., a row matches when an input value falls between a Min and Max column)
  • A concrete scenario where a Decision Matrix is the correct tool (e.g., product pricing tiers based on region and quantity ranges)
  • Given a requirement to look up a discount rate based on customer segment and order volume, how is the Decision Matrix configured and invoked
  • How the Matrix Action element in an Integration Procedure calls a Decision Matrix, passes input key values, and maps the output into the procedure's data node
  • How a Decision Matrix is versioned and activated, and the effect of activating a new version on Integration Procedures that reference the matrix
  • How wildcard or catch-all rows in a Decision Matrix serve as a fallback when no exact row matches the input keys, and when this is needed
  • What an Expression Set (Calculation Procedure) is: a sequence of expression steps that evaluate conditions and compute weighted or calculated output values
  • How Expression Set steps are structured: each step has a condition, an expression, a weight, and an output variable
  • How Expression Set operators and functions are used to evaluate conditions and compute output values
  • How an Expression Set differs from a Decision Matrix: Expression Sets compute derived values through expressions; Decision Matrices perform table lookups
  • When an Expression Set is preferred over a Decision Matrix (e.g., when the output requires computation across multiple inputs rather than a simple lookup)
  • A concrete scenario where an Expression Set is the correct tool (e.g., insurance premium calculation based on age, coverage type, and risk score)
  • How the Calculation Procedure Action element in an Integration Procedure invokes an Expression Set and maps the output variables into the procedure's node
  • How Expression Set versioning and activation works and the effect of a new active version on procedures that reference it
  • How OmniStudio permission sets (OmniStudio Admin, OmniStudio User) control access to OmniStudio components and what symptoms appear when a user lacks the required permission set
  • How to use the OmniScript Preview mode and the JSON state panel to identify which step or action is producing incorrect data
  • How to use the Integration Procedure debug/test panel to reproduce an error by supplying the exact input JSON that was passed at runtime
  • How to diagnose a merge field that resolves to an empty string or undefined in a Flexcard or OmniScript and identify the misconfiguration
  • What causes a Flexcard to display blank or fail to render, and how to diagnose the root cause (data source misconfiguration, inactive version, missing field path)
  • How to identify when a Flexcard is showing stale data versus a real-time data source error, and the steps to distinguish the two
  • How to troubleshoot a Flexcard action that is not passing the expected input parameters to an OmniScript (e.g., a null context variable)
  • How to troubleshoot an OmniScript action that is not firing as expected (wrong element order, incorrect condition expression, action disabled flag)
  • Common causes of an OmniScript failing to save (DataRaptor Load error, Integration Procedure timeout, governor limit hit) and how to identify which applies
  • How to diagnose a DataRaptor Load failure caused by a Salesforce validation rule violation or a required field being null
  • How to troubleshoot a DataRaptor Extract that returns no records or an unexpected empty result, including checking object permissions, filter conditions, and input parameter mappings
  • What error codes or messages Integration Procedures return when an HTTP Action fails, and how to interpret them during troubleshooting
  • How to diagnose a Decision Matrix returning no match (no row found for the input keys) versus returning incorrect output values
  • The end-to-end OmniStudio data flow: from Flexcard data source request → Integration Procedure → DataRaptor Extract → Salesforce query → JSON response → merge field display
  • Given a scenario where a Flexcard displays blank data, how to determine if the failure is in the Flexcard configuration, the Integration Procedure, the DataRaptor, or the Salesforce data itself
  • Given a scenario where an Integration Procedure returns unexpected data, how to isolate which element in the procedure is transforming the data incorrectly by using element-level output inspection
  • Given a scenario where an OmniScript fails to write data at the final step, how to determine if the failure is in the DataRaptor Load, a Salesforce validation rule, or the Integration Procedure's error handling
  • Why standard Salesforce change sets do not fully support OmniStudio components and what the recommended migration approach is instead
  • What a DataPack is in the context of OmniStudio and how it encapsulates one or more OmniStudio components with their dependencies for migration
  • How OmniStudio components are deployed between orgs: the OmniStudio Export/Import process, DataPacks, and why standard change sets are not fully supported
  • How to handle dependent OmniStudio components (e.g., an OmniScript that references an Integration Procedure that references a DataRaptor) when migrating between orgs to ensure all dependencies are included in the DataPack
  • The deployment steps required to make a migrated OmniScript or Flexcard active in a target org after import (compilation, version activation)
  • How OmniScript LWC compilation (OmniOut) works post-deployment and what symptoms appear if compilation has not been run after an import
  • How OmniStudio components are represented in source-tracked orgs and SFDX projects (as CustomMetadata or CustomObject records) and what implications this has for version control workflows
  • How OmniStudio namespace affects merge syntax and component references in deployed components
  • How the IDX Build Tool and IDX Workbench are used to export OmniStudio DataPacks to a version-controlled repository and import them to a target org
  • Given a scenario where a deployed OmniScript renders as a blank page in the target org, how to determine if the issue is a missing LWC compilation step or an inactive version

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Given a requirement to collect an e-signature from a user within a guided process, which OmniScript element is used

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Next conceptHow the Remote Action (Apex) element is used within an OmniScript and what is required in the Apex class for it to be callable

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Explainer

The DocuSign Signature Action is the specific OmniScript element used to capture an e-signature directly within a guided workflow. It functions as an action element that triggers a DocuSign signing window, allowing users to sign or decline before the process continues. This element is categorized under Action elements rather than Input elements within the Omniscript Designer.

Core information
  • OmniScripts categorize elements into groups like input, action, and display, where actions execute tasks like sending documents for signature.
More details and nuances
  • Edit Blocks do not support the DocuSign Signature action, restricting placement to Steps or standard Blocks.