Salesforce OmniStudio Development: From Beginner to Advanced

Set up a Salesforce developer org with a free trial to practice Omny Studio, Omniscript, data mapper, and integration procedures in a dedicated app.

Learn how omniscript guides users through guided business processes with a drag-and-drop editor and without code. Preview, activate, and manage versions while building steps like get account details.

Explore the data mapper in Omni Studio, a no-code declarative tool that extracts, transforms, and loads data between Salesforce and Omni Studio components, with turbo extract, extract, transform, and load.

Learn to use data mapper turbo inside Omniscript to fetch Salesforce account details without coding, map results with default values and merge operators, and display them conditionally in Omniscript step.

Explore data mapper extract in Omni Studio for two or more Salesforce objects, when to use it versus Turbo, and steps to create an extract with JSON input/output and permissions.

Configure, test, and debug a data mapper extract in OmniStudio that aggregates account, contact, and case data into a unified JSON output for a customer 360 view.

Learn how to use the type ahead block in Omniscript to search and select an account dynamically, with a data mapper fetching real-time account details and passing account ID onward.

Build an omni script that uses a typeahead to search for an account, passes the selected account ID to a data mapper extract, and displays account, contact, and case details.

Explore omniscript select and radio button inputs for selections; learn when to use them. Configure options from manual, as object, or custom sources, and store values in JSON with auto-advance.

Learn to use the omni script lookup element to search and select Salesforce records without apex, configuring data sources such as S object, custom, or picklist.

Explore how to implement the set error element in Omni Studio to display custom validation messages, map errors to fields like last name, and test error behavior across steps.

Explore Omni Studio flex cards to build dynamic, data driven UIs with drag‑and‑drop design, SQL and data mapper sources, and a reusable account summary card.

Build a child flex card and embed it in the parent flex card, passing account data to show contact info. Configure a custom json data source and activate for preview.

Use an action button in a flex card to open a child flex card in a flyout modal. Configure action type, pass data, and choose between model or popover presentation.

Learn to add a data table to a flex card in OmniStudio, map fields from the data source, and display related records with configurable sorting, searching, and inline editing.

Explore advanced data mapper formulas in Omnis Studio to extract opportunities, compute the sum of amounts, concatenate names, and check list size with JSON output.

Learn to create and use a data mapper transform in OmniStudio, with JSON inputs, formulas, and mappings; explore object-to-list, list-to-item, and multi-select conversions.

Discover how integration procedures perform server-side data orchestration between Salesforce and external systems, enabling a single server call and backend flexibility across Apex, Flow, REST.

Create your first Omni Studio integration procedure by naming it with a unique type and subtype, using the designer to add data mappers and test with preview, then activate.

Create a data mapper load in OmniStudio to map JSON input to Salesforce S object, preview updates, and apply pre-update formulas before executing.

Explore how the set value action in Omniscript and integration procedures manipulates JSON data at runtime, including concatenation, merge fields, and using data mapper for advanced tasks.

Learn to use the list action in integration procedures to merge two lists, sort and modify data, apply advanced merge maps, and filter results with a send response transformation.

Learn how to use data mapper load in OmniStudio to insert, update, or upsert accounts and contacts from JSON via an OmniScript, without apex.

Learn to use loop block in an integration procedure with data mapper, set values, and list actions to create contacts linked to accounts.

Explore conditional blocks in integration procedures to control server-side execution, evaluating criteria top-to-bottom and triggering only matching actions with if-else logic.

Learn to use the HTTP action in a Salesforce OmniStudio integration procedure to perform get, post, put, and delete operations against a dummy json product API, including remote site setting.

Learn how to use remote action inside the integration procedure and consume it in OmniScript, illustrated by a telecom scenario checking service availability.

Build a complete Omny Studio mini project from scratch to learn multi-step omni script, pass data between steps, and navigate to a Salesforce record.

Build an account search OmniScript using a typeahead block and a data mapper to fetch and display matching account names from Salesforce.

Master how to use data mapper with an integration procedure inside an omni script to fetch an account and its related contacts, mapping details into JSON for display.

Map integration results to an omniscript, display account and contact data with a flex card, and use radio buttons to choose update contact or create case.

Showcases selecting a contact row in a flex card data table, passing first name, last name, email, and phone to OmniScript via custom event, and enabling actions based on selection.

Configure a create case step in omniscript with conditional navigation, adding case fields (status, origin, subject, description) and lookup-based account and contact selections to drive a dynamic workflow.

Configure update contact step in Omniscript by pre-filling first name, last name, email, and phone from the selected contact, using default values and a contact id formula for data mapping.

Configure OmniScript to create cases and update contacts by using a single data mapper with an integration procedure, passing JSON payloads and mapping fields for Salesforce records.

Build a confirmation screen in OmniScript that displays case and contact IDs after create or update, then use a navigate action to view the resulting record.

Learn to build an end to end guided OmniScript journey on a home page, from account search with typeahead to updating contacts and creating cases, with a final project recap.

Master OmniScript best practices for performance, user experience, and security, including unique naming, reusable logic, early validation, modular design, accessibility, and server-side performance practices.

Apply industry level data mapper best practices in OmniStudio, with clear names, three-object limits, relationship notation to reduce queries, and caching for production-ready, secure data integrations.

Learn to design modular, secure, and scalable integration procedures in OmniStudio by applying best practices for data calls, performance, security, and governance, including caching, trimming responses, and asynchronous execution.

Embed lightning web components in OmniScript to pass data, exchange results, and enable a custom UI with complex forms, file uploads, and multi-step interfaces.