Omnistudio Developer Course: Learn FlexCards, DataRaptors, a

Name: Omnistudio Developer Course: Learn FlexCards, DataRaptors, a
Rating: 4.6 (6 reviews)

Build powerful, no-code solutions in Salesforce using Omniscript, FlexCards, DataRaptors, and Integration Procedures.

Created byBhumika Pandey

Last updated 7/2025

English

English [Auto],

What you'll learn

Set up a Salesforce CMT (Communication, Media, Technology) org and create a training playground environment.
Understand and configure Omniscript for guided user interactions, including conditional views and prefilling data.
Work with various types of DataRaptors (Extract, Load, Transform, Turbo Extract) to efficiently move and transform data within Salesforce.
Build and optimize Integration Procedures using Remote Actions, List Actions, and HTTP Actions to handle server-side automation.
Design and implement Flexcards using different data source types including DataRaptors, Integration Procedures, Apex, and REST APIs.
Apply best practices in building declarative, modular solutions for industry-specific use cases in Salesforce Omnistudio.

Course content

5 sections • 21 lectures • 7h 35m total length

Create CMT Org Training Playground1:16
Create your velocity CMT org by visiting the provided link, filling the sign-up form with a valid email, and accessing the org after email confirmation to practice.
Getting started with Omniscript34:15
Begin with Omniscript in a Salesforce velocity CMT org, set up the Omniscript studio, and build a two-step UI with next and previous navigation.

Omnistudio DataRaptors46:45
Explore Omni Studio data raptors to fetch and transform Salesforce data, covering extract, turbo extract, load, and transform, with query building, JSON output, and Omni Script integration.
Turbo Extract DataRaptor9:04
explore turbo extract data raptor, which queries a single Salesforce object for faster performance with no formulas; the lecture demonstrates creating it for accounts, selecting fields, and previewing json output.
Extract DataRaptor15:06
Explore extracting data with extract data adapters in Omnistudio DataRaptor: fetch accounts and related contacts, define outputs and hierarchies, use formulas, and preview JSON results.
Load DataRaptor30:52
Learn how to use load data raptors to create and update Salesforce records using JSON or XML inputs, link accounts and contacts, and test with upserts and previews.
Transform DataRaptor22:57
Explore transform data raptors to perform immediate data transformations, using formulas, json/xml conversions, restructuring input data, and generating documents like pdf and DocuSign document templates, with practical scenarios.

Prefilling Data in Omniscript32:17
Learn to prefill data in omniscript by calling a data raptor after user input, mapping account fields (ID, name, industry, description) and aligning JSON structures for seamless server calls.
Conditional View and Merge Syntax13:11
Master conditional view and merge syntax in Omniscript to display data when available and show no data found otherwise; group fields for single conditional display.
Set Value Action and Conditional Formula22:17
Learn how to use set value actions in omniscript to modify json with merge fields, dynamic values, and calculations, apply conditional formulas, integrate with DataRaptor, and reset fields for forms.

Introduction to Integration Procedures46:52
Discover how Omni Studio integration procedures deliver declarative, server‑side data transformation with drag‑and‑drop actions and enable multiple actions in a single server call—DataRaptor, HTTP, and remote apex—without user interaction.
Remote Action – Integration Procedures31:00
Learn how to implement remote actions in omni scripts by invoking an Apex class through an integration procedure. Pass user input as parameters and display results on a subsequent screen.
List Action – Integration Procedures27:33
Explore list actions in integration procedures, including merge, sort, and modify, with advanced merge, primary lists, dynamic outputs, and filter formulas to shape merged results.
HTTP Action – Integration Procedures32:49
Learn how to use the HTTP action in integration procedures to perform get, post, put, and delete calls, configure headers and parameters, and manage remote site settings.

FlexCards | Introduction14:12
Discover how flex cards in Omny Studio display data from Salesforce records or external APIs, and create a sample card with a data table, search, pagination, and inline actions.
FlexCards | DataRaptor as Data Source Type7:33
Learn how to use Data Raptor as a data source for flex cards by creating a data wrapper, configuring output fields like account ID and account name, and previewing results.
FlexCards | Integration Procedure as Data Source Type9:09
Explore using integration procedures as a data source in FlexCards within Omnistudio, creating data adapters with DataRaptor extract actions, and configuring input and output parameters for testing.
FlexCards | SOQL/SOSL/Custom Data as Data Source Type17:29
Create and configure Omnistudio flex cards using Soql and custom data sources; fetch accounts and related contacts, explore inner queries, JSON formats, and field bindings for display.
FlexCards | Apex Remote as Data Source Type22:17
Learn to use Apex remote as a data source for flex cards, create global Apex class with velocity open interface, and query accounts and compute total revenue by account id.
FlexCards | Apex REST as Data Source Type9:52
Learn to use Apex Rest as a data source for flex cards, exposing Salesforce data via a REST API to external systems, and configure endpoints and remote site settings.
FlexCards | REST as Data Source Type8:58
Explore using REST as a data source in Omnistudio flex cards to fetch external data, whitelist the remote site, and bind city name, temperature, and description from the json.

Requirements

No prior experience with Omnistudio or Salesforce development is required — you’ll learn everything from scratch.
A basic understanding of Salesforce CRM (like navigation, objects, and records) is helpful but not mandatory.
Access to a computer with an internet connection.
A free Salesforce CMT trial org, which we will guide you through creating during the course.
Curiosity and willingness to explore Salesforce’s declarative tools!

Description

Are you ready to level up your Salesforce skills and dive into the world of Salesforce Industries (Vlocity) development? This course is your complete, hands-on guide to Omnistudio — Salesforce's powerful declarative toolkit designed for building dynamic, industry-specific applications without writing code.

In this comprehensive training, you’ll learn to work with essential Omnistudio tools including Omniscript, FlexCards, DataRaptors, and Integration Procedures. You’ll gain a deep understanding of how to design guided user experiences, configure data-driven components, and connect systems seamlessly using a low-code approach.

Whether you're preparing for the Omnistudio Developer certification, working on a CMT project, or just starting your journey in Salesforce Industries, this course is packed with practical examples, step-by-step demos, and real-world use cases to build your confidence.

What you’ll learn:

Set up a Salesforce CMT org and training environment
Create Omniscripts with dynamic views, prefilled data, and conditional logic
Build and optimize DataRaptors (Extract, Load, Transform, Turbo Extract)
Develop Integration Procedures using Remote, List, and HTTP actions
Design FlexCards with various data sources like Apex, SOQL, and REST APIs
Understand best practices for modular, scalable, and declarative solutions

No prior coding experience is required — just a basic understanding of Salesforce is helpful.

By the end of this course, you’ll be equipped to build flexible, scalable solutions using Omnistudio and take on projects across industries like telecom, insurance, healthcare, and more.

Let’s get started and build something amazing with Omnistudio!

Who this course is for:

Beginners in Salesforce Industries (Vlocity/Omnistudio) looking for hands-on training
Salesforce professionals transitioning into Communication, Media, and Technology (CMT) cloud projects
Anyone preparing for the Omnistudio Developer certification
Tech-savvy learners who want to build low-code, modular user experiences in Salesforce

Omnistudio Developer Course: Learn FlexCards, DataRaptors, a

What you'll learn

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Course content

Getting Started - Introduction and Set up2 lectures • 36min

Data Raptors5 lectures • 2hr 5min

Omniscript Basics3 lectures • 1hr 8min

Integration Procedures4 lectures • 2hr 18min

FlexCards7 lectures • 1hr 30min

Requirements

Description

Who this course is for: