Learn Salesforce OmniStudio

April - 2024 Updates-

We’re excited to announce a new section OmniStudio For LWC Developers is live on your OmniStudio Course. Videos are designed especially for salesforce LWC developers. Whether you’re a seasoned coder or just starting your journey in the Salesforce ecosystem, these videos are designed to enhance your skills and empower you to create dynamic and interactive experiences.

What’s Covered:

Introduction to Flex Cards: Understand the basics of Flex Cards, their structure, and how they fit into the Lightning Experience.
Use Image and Pass Data From Parent Flex Card to Child Flex Cards: Learn how to customize Flex Cards , and pass data from parent Flex Cards to Child Flex Cards.
Use Of Block, Text and Data Binding: Explore how to bind data dynamically to Flex Cards, making them responsive to changes in your Flex Data data.
Use Of Icon, Style, Version, and other Input elements: Discover how to use Icons, add Style and use of Versions and other interactive elements to your Flex Cards.
Send Data from OS to Flex Cards - Using Parent Attribute: Dive into advanced topics, including Data Transfer from Omniscript to Flex Card Using Parent Attribute.
Send Data from OS to Flex Cards - Using Parent Data and records: Send Data the complete Omniscript JSON to your Flex Card and override Flex Cards Data Source.
Send Data from OS to Flex Cards - Using record-Id: Passing the current record ID from Omniscript to your Flex Cards.
Send and Receive Data From OS to LWC Use Of Dataraptor Transform: Send Data from Omniscript to your custom LWC Component.

This course is mainly for salesforce professionals who want to switch careers in salesforce vlocity. Salesforce Vlocity is one of the trading technology

If you are looking for an extensive training program that helps you get well-versed with the world of Salesforce and Vlocity, you have landed just on the right page. SFDCGYM’s training sessions allow you to master the different Vlocity domains and equip you with skills that would land you jobs in reputed enterprises.

If you are a fresher and have little to no knowledge about Vlocity, let us brief you about the same.

What Is Vlocity?

Vlocity is a cloud-based enterprise-level business management software developed natively on Salesforce. It provides some of the biggest companies across the globe with industry-specific solutions and software applications (web and mobile) for streamlining their processes.

Being industry-specific, Vlocity allows users to develop applications and solutions that deal with the aspects unique to a particular industry. It takes into consideration the laws and standards applying to a specific industry while designing solutions. Owing to the pre-built nature of Vlocity solutions, it helps organizations save a considerable amount of money on development and configuration.

Working with Vlocity allows you to cater to a number of industries, including:

• Energy and utilities

• Mass media

• Health

• Insurance

• Education

As the solutions are built natively on Salesforce, it allows users to innovate their offerings and cater to the specific needs of their customers.

Benefits Of Getting Trained In Vlocity

Integration With Salesforce

The biggest advantage of getting trained in Vlocity is its integration with Salesforce. This helps users in undertaking complete, fast, and precise interactions over multiple communication channels.

Seamless Mobile Customization

Vlocity allows users to develop applications with seamless mobile customization. This helps users in working on the go and provides them with the utmost flexibility in work.

Omnichannel Support

Vlocity provides seamless and omnichannel support to businesses through responsive applications. Right from call centers and retail locations to reseller channels and indirect partner channels, Vlocity applications help users connect with their customers across multiple channels. Moreover, this allows organizations to provide targeted offers to their customers for up-selling and cross-selling their offerings.

Extensive CRM Analytics

As they are built on Salesforce, Vlocity applications provide users with seamless and extensive CRM analytics for customer service, marketing, sales, and community. Vlocity provides companies with powerful analytics features without imitating the features of Salesforce.

Increased Focus On The Customers

Vlocity allows users to have more focus on the customers and less focus on the software itself. This helps organizations in building personalized buying experiences for their customers and developing healthy relations with them.

Use Of Artificial Intelligence

The functionality of Vlocity applications can be leveraged by incorporating artificial intelligence and machine learning. This allows users to obtain valuable insights about the data managed by the applications and undertake predictive analytics to improve their processes.

Smart Integrations

Vlocity applications can be readily integrated with suitable third-party applications and solutions to provide a unified interface to the users. This prevents them from switching platforms for undertaking specific processes helps them reconcile their data between the integrated applications.

Low-code Development

Vlocity applications do not require the developers to write extensive lines of code and spend a considerable amount of time in development. The low-code development ensures that robust applications are built with minimal code without compromising the quality of the applications.

What's inside

Learning objectives

This training program helps tech professionals and aspirants to obtain seamless training in various aspects of vlocity
You will get hands on dataraptors, integrations, omniscripts, orchestration, templates, and much more

This course specifically for communication (cmt) domain. vlocity communication domain(cmt) have a substantial demand in the market.
No coding pre experience is needed to enroll this course. this training module is designed to get all key skills required to be a vlocity professional

This training program helps tech professionals and aspirants to obtain seamless training in various aspects of vlocity
You will get hands on dataraptors, integrations, omniscripts, orchestration, templates, and much more
This course specifically for communication (cmt) domain. vlocity communication domain(cmt) have a substantial demand in the market.
No coding pre experience is needed to enroll this course. this training module is designed to get all key skills required to be a vlocity professional

Syllabus

Introduction

An introduction session on vlocity. What is vlocity? Where it is used etc..

CMT ORG URL -

https://vlocitytrial-prod.herokuapp.com/?templateid=SFI_IPQ#

Basics of Omniscript. How OS improved the way of working in Salesforce

Type of DRs. What is the use of DR Extract. All you need to know about JSON

What id Prefilling in OS, How to apply conditional views and how to apply merge syntax

How can we add custom styling in OS. What is the use of DR Load

How to create the variables, formula and Condition evaluations.

How to use picklist in DR, What is DR extract How to use multiple objects and Repeat Blocks

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Focuses on Vlocity, a cloud-based solution built on Salesforce, which allows users to innovate their offerings and cater to the specific needs of their customers

Covers Vlocity CPQ, adjustments, overrides, promotions, discounts, and time plans, which are essential for professionals working with pricing and product configuration

Explores OmniStudio for LWC developers, which enhances skills in creating dynamic and interactive experiences within the Salesforce ecosystem

Includes hands-on experience with DataRaptors, integrations, OmniScripts, and templates, which are core components of Vlocity development

Requires familiarity with Salesforce Lightning Web Components (LWC) to fully leverage the OmniStudio for LWC Developers section

Concentrates on the Communication (CMT) domain, which may not be applicable to learners interested in other Vlocity domains such as Energy and Utilities or Health

Reviews summary

Salesforce omnistudio vlocity hands-on fundamentals

Learners say this course provides a strong foundation in Salesforce OmniStudio, formerly known as Vlocity. Students particularly praise the hands-on activities, practical labs, and clear explanations, finding them highly useful for building skills and confidence. The course is often recommended for beginners in the Vlocity/OmniStudio domain. However, a significant number of recent reviews raise concerns about the outdated content and demos, stating the course has not been updated to reflect current platform changes, despite claims of recent updates. There is also conflicting feedback on the quality and responsiveness of instructor support.

Mixed feedback on support availability and response.

"support is awesome and they clarify your doubts very quickly."

"Support team response was sometimes slow in clarifying doubts."

"the instructor doesn't reply to questions or provide support... poor customer service."

"support is also good and they clarify your doubts promptly."

"Support is responsive and helps clear your doubts effectively."

"instructor is knowledgable but takes time to respond for the doubts."

Covers core concepts well for beginners.

"Excellent training... explained the concepts very clearly which is helpful for beginners."

"This is a good course for basics and to understand the core concepts."

"Excellent for beginners and helpful."

"The concepts are explained well and easy to grasp."

"Helps build confidence in approaching OmniStudio concepts."

Practical labs and demos are very helpful.

"the hands-on activities are the best part of the course for me."

"practical labs help in understanding the real-time scenarios... Highly recommended"

"Amazing content with hands-on approach which is very good to learn"

"The step by step demo with real-time scenarios are very useful for hands on."

"The hands on demos helped a lot in understanding concepts."

Some topics could use more detail.

"could use more real-time scenarios to make the learning more practical."

"Some topics need deeper explanation to fully grasp the complexities."

"Could be more detailed on some areas to enhance understanding."

"needs more advanced topics to cater to intermediate learners."

Course content and demos are not up-to-date.

"This course is completely outdated and is useless for the current version... wasted money."

"The course is outdated and it looks like it hasn't been updated for more than 2 years."

"The tools and UI have changed significantly, making many demos not work as intended."

"Vlocity is now known as OmniStudio... the demos provided in the course are very old and don't work."

"content is good but needs to be updated to reflect the latest changes in the platform."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Learn Salesforce OmniStudio | Vlocity with these activities:

Review Salesforce Fundamentals

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Solidify your understanding of core Salesforce concepts to better grasp how Vlocity builds upon them.

Show steps

Review Salesforce documentation on core objects and features.
Complete a basic Salesforce trailhead module.

Review: Salesforce Platform App Builder Certification Handbook

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Gain a deeper understanding of the Salesforce platform to better appreciate Vlocity's capabilities and integration.

View Salesforce Platform App Builder Certification... on Amazon

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Read the chapters related to data modeling and security.
Complete the practice questions at the end of each chapter.

Follow Vlocity University Tutorials

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Enhance your practical skills by working through guided tutorials on specific Vlocity components.

Show steps

Access the Vlocity University platform.
Select tutorials focusing on OmniScripts and DataRaptors.
Replicate the steps in your own Vlocity org.

Four other activities

Expand to see all activities and additional details

Show all seven activities

OmniScript and DataRaptor Exercises

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Reinforce your understanding of OmniScripts and DataRaptors through targeted practice exercises.

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Create a simple OmniScript to display account information.
Build a DataRaptor to extract data from multiple objects.
Combine the OmniScript and DataRaptor to create a dynamic form.

Build a Simple Vlocity Application

Show steps

Apply your knowledge by building a small Vlocity application that solves a specific business problem.

Show steps

Define the requirements for your application.
Design the data model and user interface.
Implement the application using OmniScripts and DataRaptors.
Test and deploy your application.

Create a Vlocity Component Tutorial

Show steps

Deepen your understanding by creating a tutorial explaining a specific Vlocity component.

Show steps

Choose a Vlocity component to focus on.
Research the component and its features.
Create a step-by-step tutorial with examples.
Share your tutorial with the Vlocity community.

Review: Learning Salesforce Development

Show steps

Gain a better understanding of the Salesforce platform by learning about its development capabilities.

View Learning Salesforce Development with Apex on Amazon

Show steps

Read the chapters related to Apex and Lightning Web Components.
Complete the code examples in the book.

Career center

Learners who complete Learn Salesforce OmniStudio | Vlocity will develop knowledge and skills that may be useful to these careers:

Vlocity Developer

The Vlocity Developer role centers on building industry-specific solutions on top of the Salesforce platform using Vlocity tools. This course is explicitly designed to equip professionals with skills in Vlocity, making it exceptionally relevant. Mastering OmniStudio, DataRaptors, and the various Vlocity domains covered helps one to excel in creating applications tailored to industries such as energy, media, and insurance. The course helps a Vlocity Developer leverage capabilities like seamless mobile customization and omnichannel support. The low-code development environment emphasized in the course is key for rapidly building robust applications. This course gives the learner a deep dive into the specifics of Vlocity development and ensures that one can effectively deliver solutions that meet the unique needs of various sectors.

See salaries and explore the career path for Vlocity Developer

Salesforce Developer

A Salesforce Developer crafts and implements solutions using the Salesforce platform, which includes customizing existing applications and building new ones. This course, focused on Salesforce OmniStudio and Vlocity, helps build a strong foundation in developing industry-specific solutions. The course highlights integration with Salesforce and low-code development environments using Vlocity. Learning about Omniscript, DataRaptors, and LWC integration directly translates to the skills a Salesforce Developer needs to build and customize applications, particularly within industries like energy, media, health, and insurance. Taking this course ensures that a developer is well-versed in the Vlocity tools that enhance Salesforce capabilities, allowing them to create seamless and omnichannel support for businesses.

See salaries and explore the career path for Salesforce Developer

Technical Lead

A Technical Lead guides a team of developers in the creation and implementation of technical solutions. This course, focused on Salesforce OmniStudio and Vlocity, helps build a strong understanding of these tools, which is essential for leading Vlocity projects. The course highlights integration with Salesforce and low-code development environments using Vlocity. Learning about Omniscript, DataRaptors, and LWC integration directly translates to the skills needed to guide a development team in building and customizing applications, particularly within industries like energy, media, health, and insurance. The Technical Lead, with this course, will be well-versed in the Vlocity tools that enhance Salesforce capabilities, allowing them to effectively oversee and guide their team.

See salaries and explore the career path for Technical Lead

Salesforce Consultant

A Salesforce Consultant advises businesses on how to best leverage the Salesforce platform to meet their specific needs. This course helps consultants to specialize in Vlocity, enabling them to offer solutions tailored to industries like energy, media, health, and insurance. The course gives the user experience with OmniStudio, DataRaptors, and other Vlocity tools. This helps a Salesforce Consultant to give seamless mobile customization, omnichannel support, and integration with third-party applications. A consultant can effectively guide organizations in building personalized buying experiences for their customers, using the artificial intelligence capabilities within Vlocity applications. This course ensures a consultant is well-versed in the industry-specific capabilities Vlocity offers.

See salaries and explore the career path for Salesforce Consultant

CRM Manager

A CRM Manager oversees a company's Customer Relationship Management system, ensuring it meets the needs of the sales, marketing, and customer service teams. This course is useful as Vlocity-based solutions built on Salesforce enhance CRM capabilities through industry-specific applications. Learning about OmniStudio and other Vlocity tools helps the CRM Manager understand how to customize the CRM to improve customer interactions and streamline processes. Understanding mobile customization and omnichannel support, equips the CRM Manager with the knowledge to implement targeted offers, improve customer service, and provide seamless experiences across all channels. Taking this course ensures the CRM Manager can effectively manage and optimize Salesforce to meet the needs of their business.

See salaries and explore the career path for CRM Manager

Business Analyst

A Business Analyst identifies business needs and translates them into actionable requirements for technical teams. This course is useful because it provides insight into how Vlocity applications can be leveraged within Salesforce to address industry-specific requirements. Understanding Vlocity's capabilities enables the Business Analyst to design solutions that streamline processes and improve customer engagement across various channels. The course's coverage of OmniStudio and DataRaptors helps the Business Analyst to understand the technical possibilities. They can then create more effective and realistic requirements. A Business Analyst can use the knowledge from this course to propose innovative solutions that bring business goals to life within the Salesforce ecosystem.

See salaries and explore the career path for Business Analyst

Solution Architect

Solution Architects design and oversee the implementation of complex technology solutions that meet business requirements. A Solution Architect benefits from understanding how Vlocity can extend Salesforce capabilities to provide industry-specific solutions. This course may provide an understanding of the various Vlocity components, such as OmniStudio and DataRaptors. Understanding how these components fit together enables the architect to design robust and scalable solutions. A Solution Architect can use this training to ensure that the Salesforce implementations they design are aligned with industry best practices and optimized for specific business needs.

See salaries and explore the career path for Solution Architect

Application Architect

An Application Architect designs the structure and behavior of software applications, ensuring they meet specific business requirements and are scalable. This course may provide insight into Vlocity's low-code development environment, allowing architects to understand how to build applications rapidly. The low-code environment is without compromising quality. It may also help the Application Architect to craft solutions tailored to industries like energy, media, and insurance. The Application Architect can use this knowledge to design applications that leverage Salesforce's capabilities and Vlocity's industry-specific features to deliver robust and efficient solutions.

See salaries and explore the career path for Application Architect

Integration Specialist

An Integration Specialist is responsible for connecting different software systems and ensuring they work together seamlessly. This course is useful because it provides insights into how Vlocity applications integrate with Salesforce and other third-party applications. The course may help enhance the Integration Specialist's ability to create unified interfaces and reconcile data between integrated applications. The specialist can use this knowledge to design and implement integrations that improve data flow, streamline processes, and provide a unified view of customer information across various systems.

See salaries and explore the career path for Integration Specialist

Data Architect

A Data Architect designs and manages an organization's data infrastructure, including databases and data pipelines. This course may help because it covers DataRaptors and their role in data extraction, transformation, and loading within Vlocity applications. The Data Architect can use the concepts and tools to design efficient data models, create robust data pipelines, and ensure data quality within Salesforce implementations. The ETL processes would be streamlined with the insights gained from this course. This leads to better data-driven decision-making.

See salaries and explore the career path for Data Architect

Sales Operations Manager

A Sales Operations Manager is responsible for optimizing sales processes and ensuring the sales team has the tools and resources they need to succeed. Understanding Vlocity's capabilities for building industry-specific solutions on Salesforce may help this professional. The low-code environment helps them customize applications and streamline workflows. The Sales Operations Manager can leverage this knowledge to implement solutions that improve sales efficiency, enhance customer interactions, and ultimately drive revenue growth.

See salaries and explore the career path for Sales Operations Manager

Project Manager

A Project Manager plans, executes, and closes projects, ensuring they are completed on time, within budget, and to the required standards. This course is useful as it provides an understanding of Vlocity and Salesforce, which are increasingly used in project management for various industries. The Project Manager can use the insights to manage Salesforce and Vlocity implementation projects more effectively, understanding the complexities involved and ensuring successful delivery. This allows realistic timelines, resource allocation, and risk management strategies to be built.

See salaries and explore the career path for Project Manager

Release Manager

A Release Manager coordinates the release of software updates and new features, ensuring they are stable and deployed smoothly. This course may help Release Managers involved in Salesforce and Vlocity projects, as it provides an overview of the Vlocity platform and its integration within the Salesforce ecosystem. The Release Manager can use this knowledge to better plan and manage releases, understanding the dependencies and potential conflicts that may arise. This leads to smoother deployments and reduces the risk of issues in production environments.

See salaries and explore the career path for Release Manager

Training Specialist

A Training Specialist develops and delivers training programs to employees, helping them develop the skills and knowledge they need to perform their jobs effectively. This course may provide a Training Specialist with the knowledge of Vlocity, enabling them to develop training materials for internal teams. These teams could be working with Salesforce and Vlocity-based solutions. The Training Specialist can use this knowledge to create engaging and effective training programs that empower employees to use Vlocity effectively and maximize its benefits.

See salaries and explore the career path for Training Specialist

Quality Assurance Analyst

A Quality Assurance Analyst tests software to ensure it meets quality standards and performs as expected. This course may help Quality Assurance Analysts involved in Salesforce and Vlocity projects, as it provides an overview of the Vlocity platform and its integration within the Salesforce ecosystem. The Analyst can then design comprehensive test plans and execute test cases effectively. This course helps a Quality Assurance Analyst to identify and report defects, ensuring that the final product is high-quality and meets the needs of the users.

See salaries and explore the career path for Quality Assurance Analyst

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Learn Salesforce OmniStudio | Vlocity.

Salesforce Platform App Builder Certification...

Save

Provides a comprehensive overview of the Salesforce platform, which is essential for understanding Vlocity. It covers topics such as data modeling, security, and automation. While not directly focused on Vlocity, it provides the foundational knowledge needed to effectively use and customize Vlocity solutions. This book is useful as a reference tool.

Salesforce Platform App Builder Certification...

Kindle Edition

Learning Salesforce Development with Apex

Save

Provides a solid foundation in Salesforce development, which is helpful for understanding the underlying platform on which Vlocity is built. It covers topics such as Apex, Visualforce, and Lightning Web Components. While Vlocity low-code platform, understanding the underlying code can be beneficial for advanced customization and troubleshooting. This book is more valuable as additional reading than as a current reference.

Learning Salesforce Development with Apex

Paperback

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Learning Salesforce Development with Apex

Kindle Edition

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Vlocity

What's inside

Learning objectives

Syllabus

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Reviews summary

Salesforce omnistudio vlocity hands-on fundamentals

Activities

Career center

Reading list

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