
Explore Salesforce Omni Studio, a low-code toolkit on Industry Cloud, using velocity model objects, omni script, integration procedures, and flex cards to accelerate user interface and integrations.
Learn to create a free omni studio org by selecting an industry-based free trial, enabling omni studio, and configuring a communication cloud in the learning arcs option.
Install OmniStudio in sandbox or production by coordinating with Salesforce support, using the installation URL, selecting admin access, and verifying version and sprint after installation.
Understand how the summer 25 release auto-installs omnistudio and hides packages, and learn to create an omnistudio app with omni script, data mapper, and flex cards.
learn to install omni studio and velocity cmd, create an omni script with type and subtype, and preview a two-screen flow using the drag-and-drop builder, data mapper and integration procedures.
Showcases summer 25 Omniscript changes with a new script builder UI, removing velocity cmd, matching standard Salesforce UI, and enabling draggable elements with a live preview.
Discover how JSON stores data as key-value pairs, objects, and arrays for Omni Script in Salesforce Omni Studio, with examples from account details.
Explore the four data mappers in Salesforce OmniStudio: turbo extract, extract, data load, and transform, and how they read, write, and transform data for OmniScript.
Learn to implement the turbo extract data mapper in omni studio, querying the account object with dynamic input, binding JSON outputs, and optimizing with TTL caching and field level security.
Discover the summer 25 release's new data mapper designer, which replaces velocity with Salesforce built-in tools, configure account objects, map fields, and preview results.
Learn to connect a turbo extract to a data raptor in omni script, pass dynamic input, validate with the action debugger, and render results with a repeatable block.
Configure a three-screen ui in OmniStudio using the extract data mapper for exact account lookups, then fetch related contacts and opportunities and map them to json.
Discover the new extract interface in the Summer ’25 release of Salesforce OmniStudio, enabling multi‑object mapping for accounts, contacts, and opportunities with quick match and previews.
Explore conditional view in OmniStudio to hide sections based on data from the extract data mapper. Display a no account or no contact found message for negative searches.
Upsert accounts and linked contacts from OS using a load data mapper in Salesforce OmniStudio, including field mapping, account-contact linking, batch size, and rollback on error.
Transform data across systems with the data mapper, converting JSON to XML and forming lists, multi-selects, and booleans. These ui-layer transforms do not modify Salesforce records or object structures.
Explore the summer ’25 release for omni studio, featuring a redesigned omni script designer and a new omni script builder with faster performance.
Master omni script image display by using set values and a data mapper to show dynamic product images and pricing details from related objects in Salesforce OmniStudio.
Create a two-column layout in OmniStudio using HTML text blocks and slds grid to show product image alongside name and price, with fields bound to json via full paths.
Explore how to use remote actions in Salesforce OmniStudio to invoke Apex methods from omni scripts, including a BMI calculator example, invocable modes, input-output mapping, and extra payload handling.
Explore deploying OmniScript across Salesforce, use it as a tab, detail page, and button, configure in Experience Cloud, and verify with preview and activation steps.
Explore edit blocks to display data as tables or cards and perform create, update, and delete operations. Learn to map fields, use remote actions, and handle single or bulk edits.
Discover how integration procedures orchestrate backend operations, enabling single server calls to fetch, transform, and call external APIs with omni script and data raptors.
Explore an integration procedure demo in Salesforce OmniStudio, orchestrating operations with Turbo Extract, data mapper, and transform actions to convert array data into a map for OmniScript integration.
Learn to use integration procedures in Salesforce OmniStudio to call out to an external weather API and display city weather in Omni Script.
Demonstrate IP to IP integration by passing city data between integration procedures, using set values and turbo extract to query contacts by city and return the JSON output.
Demonstrate optimizing omni scripts with interrogation procedures, data integration procedures, and action blocks; compare invoke modes—default, non blocking, firing forward.
Explore flex cards in Omni Studio, design rich UI displays from SQL queries and data integration procedures, and publish with app builder without writing code.
Learn how to build dynamic OmniStudio cards in Salesforce using blocks, text elements, and data binding with curly bracket variables to render user and account information.
Learn to use icon, style, version, and other input elements to build two nested flex cards with blocks and headings, then bind data from a data integration procedure.
Build a multi-level flex card with a table, transferring data from parent to child via a data node, including a blank state for no records and collapse by default.
Design a Salesforce OmniStudio page that passes data from a parent flex card to child flex cards (user info, account info, contact info) using an integration procedure and data vector.
Explore how to pass data from omni script to flex cards using the parent attribute, enabling dynamic username transfers to integration procedures and live user details in OmniStudio.
Learn how to transfer data from omni script to flex cards using parent data and records. Configure the integration procedure, map the username to the output node, and enable parent data on the flex card to pass full information.
Transfer the account record ID from an omni script to a flex card to display related contacts on the account detail page, using a sql query and the record-id parameter.
Learn to send and receive data from omni script to a legacy component using a data raptor transform. Build a country picklist from accounts and feed back filtered results.
Discover how to configure the type ahead block in OmniStudio, including typekit block setup, data raptor integration, and binding external values for predictions in velocity product catalog and cpq.
Explore velocity EPC layout management to define objects, fields, sections, and attributes, use inheritance for layouts and record types, and follow best practices when building product catalogs.
Learn how to model product catalogs in Salesforce OmniStudio velocity by configuring attributes, picklists, and bundles, including layout, categories, and cardinality rules for dynamic pricing and offers.
Explore Velocity CPQ on Salesforce with Vlocity, covering category structure, object types, price lists and price list entries, bundles, and adjustments or overrides for discounts.
Clarify the difference between promotions and discounts, when to apply each, and how time plan and time policy govern promotion timing in Salesforce OmniStudio.
Review how to apply promotions and discounts in cpq pages, covering product, bundle, and category scenarios, and explore turbo extract versus data raptor extract, plus formulas for omni scripts.
Explore how to design and reuse a master OS with child scripts in Salesforce OmniStudio, activate reusable components, and implement navigation actions and a selectable item for dynamic pages.
Learn to set errors, post to object action, and delete action to handle complex forms, implement save for later and validation rules in velocity scripts.
Explore velocity's order management basics, including UI, omni scripts, NWC, aura framework, and CPQ concepts, and the orchestration and order decomposition that drive guided, rule-based flows.
Learn how to decompose orders in Salesforce OmniStudio, converting a single commercial product into one or more technical products through one-to-one, one-to-many, or many-to-one mappings, with orchestration and decomposition workflows.
Explore how to decompose orders and orchestrate fulfillment in Salesforce OmniStudio, including creating commercial and technical products, defining composition relationships, and mapping attributes for automated workflows.
Learn to build an orchestration flow that assetizes orders into assets and links them to accounts. Define dependencies and OCR in flight orders, including MAC orders, for automation.
Learn to build velocity document templates in omni studio, selecting text, html, or pdf formats, and bind single values, lists, and conditions with data raptor and transform.
Learn how to implement Salesforce OmniStudio's interaction launcher for call center workflows, configuring search fields, verification rules, and data loads with data raptor, and accessing it via the utility bar.
Explore how to design Vlocity cards and layouts in Salesforce OmniStudio using templates, data sources, and velocity actions to display account and contact information with conditional rendering.
Explore actions in cards and flyouts within Salesforce OmniStudio. Learn to configure templates, flyouts, and data bindings, and understand IDX deployment approaches.
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.