Introduction to OmniStudio Omniscript Basic [EP - 4]

Introduction

This tutorial will guide you through the basics of creating and configuring an OmniScript in Salesforce OmniStudio. We'll explore how OmniScripts function within the Salesforce environment, their relationship with FlexCards, and the steps to build a simple OmniScript from scratch. This knowledge is essential for anyone looking to enhance their Salesforce digital experience tools.

Chapter 1: Building the Functionality in the Caller Story

• Understand the structure of OmniStudio:

  • OmniStudio is divided into front-end digital experience tools (like OmniScripts) and back-end service management tools.
  • OmniScripts are typically launched from a console via actions within FlexCards.

• Actions in FlexCards:

  • Actions can be simple buttons or complex menus that trigger different OmniScripts.
  • Example: An "Edit Contact" button launches a corresponding OmniScript.

Chapter 2: What is an OmniScript?

• Definition:

  • An OmniScript is a guided process designed to help users navigate through business requirements, similar to a screen flow but more user-friendly for external users.

• Key characteristics:

  • Guided interactions with branching logic.
  • Ability to read and write data from Salesforce.
  • Supports Apex calls and custom components.

Chapter 3: When to Use OmniScripts and ScreenFlows

• Use OmniScripts when:

  • Interacting with external customers or partners.
  • You require complex interactions and need to leverage industry-specific components.

• Use ScreenFlows when:

  • Interacting with internal employees.
  • You need simpler flows without complex UI requirements.

Chapter 4: Types of OmniScript Elements

• Six main types of elements in the OmniScript designer:
  • Actions
  • Display functions
  • Input elements
  • Function groups
  • Reusable OmniScripts
• Utilize the search function to easily locate elements.

Chapter 5: Building with Drag and Drop

• Drag and drop elements from the build tab into your OmniScript:

  • Begin with a step for user interaction, followed by actions that process data.

• Example elements:

  • Integration Procedures for data handling.
  • Navigate actions to direct users back to the console.

Chapter 6: OmniScript Designer Preview

• Overview of the OmniScript Designer interface:

  • Header includes type, subtype, language, and version.
  • Use the preview mode to test your OmniScript in real-time.

• Essential actions:

  • Enter context IDs to retrieve relevant data.
  • Use the action debugger for troubleshooting.

Chapter 7: Configure a Simple OmniScript

• Steps to configure:

  • Identify your OmniScript elements and their properties.
  • Understand the JSON structure of your OmniScript, known as the JSON DOM.

• Example setup:

  • Create an OmniScript for an "Edit Account" feature.
  • Use integration procedures for both data retrieval and saving.

Chapter 8: Demo: Working with Simple OmniScripts

• Setting up your OmniScript:

  • Create a step for user interaction.
  • Add inputs for account name, phone number, and website.

• Ensure inputs match the expected JSON output from your integration procedures for proper data parsing.

Chapter 9: Edit Account OmniScript Launch

• Configure the OmniScript to handle account details:
  • Use text, telephone, and URL inputs to gather user information.
  • Add integration procedures to fetch and save account data.

Chapter 10: Best Practices for OmniScript Configuration

• Use Pascal case for naming conventions.
• Ensure element names and JSON paths align to avoid parsing errors.
• Test your OmniScript thoroughly to ensure data flows correctly through the integration procedures.

Conclusion

In this tutorial, you learned the fundamentals of building an OmniScript within Salesforce OmniStudio. Key takeaways include understanding the structure and purpose of OmniScripts, how to set them up using drag-and-drop functionality, and best practices for naming conventions and data parsing. As you advance, consider exploring more complex OmniScript functionalities and integrations to further enhance your Salesforce capabilities.