Zero to Hero in Salesforce Omnistudio 2025

所在平台: Udemy

课程主页: https://www.udemy.com/course/salesforce-omnistudio/

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课程名称:从零到英雄的Salesforce Omnistudio 2025 课程概述: OmniStudio 是一套结合了服务、组件和数据模型对象的工具,旨在创建行业云应用程序。通过使用 Salesforce 组织内及外部数据,OmniStudio 允许用户创建引导式交互。具体功能包括: - **OmniScripts**:包含交互逻辑的工具,用于指导用户完成复杂的流程。 - **DataRaptors**:用于在 Salesforce 和 OmniScripts、FlexCards 之间传输和转换数据的工具。 - **集成流程**:提高效率和重用性,合并多项服务器端操作。 - **FlexCards**:用于展示数据和发起操作的组件。 **OmniScript 基础** Vlocity OmniScript 可以快速且个性化地引导用户完成复杂的过程,比如帮助客服代理添加新客户、保险代理更新政策或终端用户完成自助服务交互。OmniScript 是一个声明性脚本工具,用户可以通过拖放不同类型的元素来创建交互结构。 **OmniStudio FlexCards** OmniStudio FlexCards 使用户能够在 Salesforce 平台上构建以客户为中心的、行业特定的用户界面组件和应用程序。FlexCards 可以显示 Salesforce 对象信息,并根据上下文和包含的信息变化而执行独特、可点击的操作。用户使用 FlexCard 设计器,这一工具提供拖放界面和所见即所得(WYSIWYG)编辑功能,帮助用户设计和样式化各个元素。 **OmniStudio DataRaptors** DataRaptor 是一种映射工具,允许用户读取、转换和写入 Salesforce 数据。主要有四种类型的 DataRaptor:Turbo Extract、Extract、Transform 和 Load。 **OmniStudio 集成流程** OmniStudio 的集成流程是一种声明性、服务器端的过程,可以在单次服务器调用中执行多项操作。这些流程不仅可以读取和写入 Salesforce 数据,还能通过 REST 调用与外部系统交互,并能够调用 Apex 代码。集成流程可以从 OmniScript、API 或 Apex 方法调用,并且可以为 FlexCard 提供数据源。 总体而言,这门课程旨在通过 OmniStudio 帮助学员熟练掌握 Salesforce 的构建工具,提升行业应用开发能力。

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OmniStudioOmniStudio provides a suite of services, components and data model objects that combine to create Industry Cloud applications. Create guided interactions using data from your Salesforce organization and external data. With OmniStudio, you can create: OmniScripts, which contain the interaction logic.DataRaptors, which transfer and transform data between Salesforce and OmniScripts, FlexCards and integration procedures.Integration procedures, which consolidate server-side operations for efficiency and reuse.FlexCards, which display data and initiate actions.OmniScript BasicsA Vlocity OmniScript guides users through complex processes with fast, personalized and consistent responses. For example, you can create an OmniScript to guide:A customer service agent to add a new customerAn insurance agent to update a policyAn end user to complete a self-service interaction such as troubleshooting.You can create a guided interaction to match your process flow. OmniScript is a declarative scripting tool, which means you create it with clicks, not code. To create the structure of an OmniScript, you drag and drop different types of elements.OmniStudio FlexCards Build customer-centric, industry-specific UI components and applications on the Salesforce platform with OmniStudio FlexCards. Display Salesforce object information along with distinct, clickable actions that change according to the context in which they appear and based on the information that they contain.Create and design FlexCards with the FlexCard Designer, a declarative tool with a drag interface, WYSIWYG editing, and graphic user interfaces to style individual elements. FlexCards are built with the Lightning Web Components programming model Creating UI components with FlexCards is all about sourcing the data and displaying and organizing the returned information in a meaningful way OmniStudio DataRaptorsA DataRaptor is a mapping tool that enables you to read, transform, and write Salesforce data. There are four types of DataRaptor: Turbo Extract, Extract, Transform, and Load. OmniStudio Integration Procedures OmniStudio Integration Procedures are declarative, server-side processes that execute multiple actions in a single server call. Integration procedures can read and write data from Salesforce and from external systems (using REST calls) and can call Apex code. An Integration Procedure can be called from an OmniScript, an API, or an Apex method, and can be a data source for a FlexCard.

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