Salesforce OmniStudio Development: From Beginner to Advanced

Name: Salesforce OmniStudio Development: From Beginner to Advanced
Rating: 4.2 (17 reviews)

Learn Salesforce OmniStudio through real-world projects — OmniScripts, Data Mappers, Integration Procedures & FlexCards

Created byAnand Kumar Jha

Last updated 5/2026

English

What you'll learn

Understand all the key OmniStudio concepts — from basic to advanced — including OmniScripts, DataRaptors, and Integration Procedures.
Gain hands-on, practical knowledge to build real-world business use cases in Salesforce using OmniStudio tools.
Learn how to design, build, and deploy OmniStudio components effectively to solve complex automation challenges.
Understand best practices, performance optimization, and how OmniStudio fits within the Salesforce ecosystem.
Get the confidence to work on real-life implementation projects and prepare for OmniStudio-related job roles or certifications.

Course content

8 sections • 46 lectures • 11h 13m total length

Introduction about Me1:34
Learn to build dynamic guided user experiences in Salesforce using Omni Studio, with hands-on practice creating a flex card, Omniscript, data adapter, and integration procedure, and passing data between components.
Introduction to Omnistudio7:28
Understanding the Need and Basics of OmniStudio

Introduction to Omniscript24:04
Introduction to Data Mapper13:01
Using Data Mapper Turbo in Omniscript18:55
Data Mapper Extract in OmniStudio - Part 14:25
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.
Data Mapper Extract in OmniStudio - Part 2 (Configure, Test & Debug Data Mapper)20:22
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.
Using Type Ahead Block in Omniscript to Search and Select13:28
Build an OmniScript to Display Account, Contact, and Case Details23:36
OmniStudio Fundamentals – OmniScript & Data Mapper
OmniScript Input Elements Deep Dive: Select vs Radio Button16:23
OmniScript Lookup Element — Search & Select Salesforce Records (Hands-On)20:35
OmniScript SetError Action Explained with Hands-on Example7:30
Messaging Element in OmniScript Explained with Hands-on Demo6:09

Introduction to FlexCards in OmniStudio — Build a Dynamic Summary UI24:38
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.
Building a Child FlexCard and Embedding It Inside the Parent FlexCard9:38
FlexCard Actions: Opening Child FlexCards in a Flyout Modal6:36
Data Tables in FlexCards to Display Related Records15:02
FlexCards – Building Dynamic UI Components

Understanding Formulas in Data Mapper Extract15:06
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.
Introduction to Data Mapper Transform21:01
Introduction to OmniStudio Integration Procedures12:54
Creating and Executing Your First OmniStudio Integration Procedure22:59
Create, Configure, and Execute a Data Mapper Load in OmniStudio11:44
Set Values in an OmniScript & Integration Procedure19:04
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.
Working with LIST Action in Integration Procedures : Merge,Sort & Transform Data15:33
Build an OmniScript to Create Account and Contact Using Data Mapper Load17:01
Using Loop Block in Integration Procedure— Data Mapper, Set Values & List Action18:15
Conditional Block in Integration Procedures — Build Dynamic & Smart Server-Side11:30
Using HTTP Action in Integration Procedure | Real-World Example26:31
Using Remote Action in Integration Procedure and Consuming It in OmniScript33:50

What We’ll Build: OmniStudio Mini Project Demo2:09
Build Account Search OmniScript Using Type Ahead Block6:47
Integrate Data Mapper & IP with OmniScript to Fetch Account & Contact Details14:58
Display Account & Contact Data Using FlexCard and Agent Action Selection20:40
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.
Pass Selected Contact from FlexCard to OmniScript with Conditional Logic12:51
Build Create Case Step in OmniScript Using Conditional Navigation15:29
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.
Build Update Contact Step in OmniScript Using Conditional Flow8:38
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.
Send OmniScript Data to Integration Procedure for Create Case and Update Contact29:01
Build Confirmation Screen and Record Navigation in OmniScript15:52
End-to-End Demo, Home Page Integration & Project Recap & Project Wrap-Up6:10
OmniStudio Mini Project – Guided Agent Flow

OmniScript Best Practices: Performance, UX, and Scalability11:22
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.
Data Mapper Best Practices with Real-World Demo11:04
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.
Integration Procedure Best Practices – Performance, Security & Design8:50

Requirements

Basic understanding of Salesforce concepts (Objects, Fields, and Record Types) is helpful but not mandatory.
No prior coding experience required — this course starts from scratch and guides you step-by-step.
Eagerness to learn and explore Salesforce OmniStudio tools.

Description

Are you ready to become an expert in Salesforce OmniStudio?
This course takes you on a complete journey — from beginner to advanced level — with hands-on lessons, practical examples, and real project-based learning.

OmniStudio is one of Salesforce’s most powerful declarative tools, helping developers and consultants build guided user experiences, automate complex processes, and integrate data effortlessly — all without writing code. It’s a must-have skill for anyone looking to grow in the Salesforce ecosystem.

In this course, you’ll learn how to:

Understand the core OmniStudio components — OmniScripts, DataRaptors, Integration Procedures, and FlexCards.
Build real-world use cases that reflect actual project requirements.
Learn how these tools interact within the Salesforce platform and architecture.
Implement best practices for performance, reusability, and scalability.
Prepare yourself for OmniStudio Developer certification and Salesforce project work.
Gain confidence to work on live client implementations with practical examples and reusable design patterns.

Whether you’re a Salesforce beginner, developer, admin, or consultant, this course is designed to make you confident in OmniStudio development. By the end, you’ll be able to design and build advanced OmniStudio solutions, streamline complex processes, and deliver high-quality Salesforce experiences.

Start your OmniStudio journey today — and unlock exciting new opportunities in Salesforce development, learning, and career growth ahead!

Who this course is for:

Salesforce Developers who want to master OmniStudio tools and build end-to-end declarative solutions.
Beginners who are completely new to OmniStudio and want to start from the basics and progress to an advanced level.
Admins, Consultants, and Architects looking to enhance their understanding of OmniStudio components and configurations.
Professionals preparing for the Salesforce OmniStudio Developer Certification.
Anyone who wants to gain practical, real-world knowledge of how OmniStudio is used in projects.

Salesforce OmniStudio Development: From Beginner to Advanced

What you'll learn

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Course content

Introduction2 lectures • 9min

Setup the Environment1 lecture • 9min

Omniscript And DataMapper11 lectures • 2hr 48min

Introduction to FlexCards – Building Dynamic UI Components4 lectures • 56min

Advanced Data Orchestration — Integration Procedures & Data Mapper Deep Dive12 lectures • 3hr 45min

OmniStudio Mini Project: Agent-Assisted Account & Case Management10 lectures • 2hr 13min

OmniStudio Best Practices & Design Guidelines3 lectures • 31min

Lightning Web Components (LWC) in OmniStudio – Hands-on Guide3 lectures • 42min

Requirements

Description

Who this course is for: