Motivation behind this
Yesterday 21st December, 2021 I have passed Salesforce OmniStudio Consultant certification. Recently I have cleared OmniStudio Developer certification and since the certification content is based on those fundamentals which drives me to go for it.
Sharing my preparation and study tips for trailblazers to prepare and pass the exam.
Exam Outline
Content: 60 multiple-choice / multiple-select questions (plus 5 unscored questions)
Time allotted to complete the exam: 105 minutes
Passing score: 63%
Registration fee: USD 200 plus applicable taxes as required per local law
Delivery options: Proctored exam delivered in an online proctored environment
References: No hard-copy or online materials may be referenced during the exam
Topics
Topics | Weighting |
FlexCards | 23% |
OmniScripts | 27% |
Data Tools | 23% |
Best Fit Solutioning | 27% |
Preparation
There are following blogs and resources to follow:
- Salesforce Certified OmniStudio Consultant Exam Guide - from Dinesh Yadav
- Get to know OmniStudio Resource Overview - by Peter Thorson
- Deep Drive: Salesforce Industries for Insurance - by Anup Jadhav
- OmniStudio Student Take Home Guide
All hands on exercises from Trailheads
- Style the Elements on a FlexCard
- Meet the Data Source Wizard
- Display Data and Actions on a FlexCard
- Create a Simple OmniScript
- Build OmniStudio Simple Integration Procedures
- Build a DataRaptor Turbo Extract and a DataRaptor Load
- Look Up Data with Calculation Matrices
- Perform Complex Math with Calculation Procedures
As this exam content is similar to OmniStudio Developer so except lower level coding part, main concepts will really help to pass this exam. and it has no pre-requisites, so it can also be taken up first.
Few Important points to cover for exam
There are following slides from Salesforce document
- OmniStudio Architecture (at a glance)
- Digital Experience - FlexCards, OmniScripts
- Service Management - Integration Procedures, DataRaptors
- Developer Experience - IDX Build Tool, IDX Workbench
- OmniStudio FlexCards
- Displaying data from multiple data sources
- Dynamic Actions - Launch Pages, Services and more with Dynamic URLs
- Display more information on demand with Flyouts
- Multiple states, that display based on conditions
- Use of Menu Item, Select, Radio, Datatable
- Embedding FlexCards inside other FlexCards when exposing to the community
- Purpose of Block elements, Text and field elements
- Navigate action to a target URL
- Firing PubSub events and Custom events and related DataRaptor actions
- OmniStudio Action
- Best practices on versioning and cloning a FlexCard
- OmniScripts
- Steps to display data from multiple data sources
- Managing Signed documents
- Document to download.
- Performing validations when completing a form and Save for later.
- OmniScripts elements like Actions, Groups, Inputs, Functions etc.
- OmniStudio Integration Procedures
- Handing multiple data sources
- Integration Procedure Actions like Batch Action, different DataRaptor Actions, Response Action etc
- Data Input - DataRaptor Extract Action or DataRaptor Turbo Action, HTTP and Remote Action
- Data Output - Response Action, Email Action, DocuSign Envelop Action
- OmniStudio DataRaptor
- Use cases on each one of these DataRaptor Turbo Extract, Load, Extract and Transform.
- DataRaptor Functions like Aggregate, DateTime
- Creating pre-filled PDF documents through DataRaptor Transform
- Turbo extract vs. Extract for optimization purpose
- OmniStudio Calculation Procedures
- Calculation Matrixes - Standard, Group and Row-versioned, when to use and what
- Calculation Procedures - Use case for displaying summation
- What are the use cases it supports
- Read all the best practices
- Use cases on using Integration Procedure over DataRaptor
- Group multiple steps into single steps
- Use of Flyouts when multiple elements clutter the screen
- Use case of 360 view of Customer
- Combining actions through Integration Procedures
Hope it helps to prepare and pass this exam.
