The Salesforce OmniStudio Consultant credential is intended for individuals who have experience consulting on building cloud applications using OmniStudio tools in a customer-facing role. Candidates able to explain the purpose of OmniStudio tools and can design solutions using OmniStudio tools that meet customer business requirements, are maintainable and scalable, and contribute to long-term customer success.
Audience Description: Salesforce OmniStudio Consultant
The Salesforce Certified OmniStudio Consultant candidate is interested in consulting on digital transformation projects that rely on OmniStudio tools and seeks to demonstrate their knowledge of how to apply OmniStudio tools to meet business requirements.
The Salesforce Certified OmniStudio Consultant candidate possesses facilitation and consultative skills at a technical level. The consultant candidate may work internally as an employee or as a consultant. The candidate has at least 1 year of Salesforce experience with 2 to 5 years of experience in one or more of the roles below:
Business Analyst or Business Consultant
Consultant/Senior Consultant
Solution Architect
Delivery Manager/Director
Project, Product, or Program Manager
UX Designer
Salesforce Certified OmniStudio consultant candidates should be able to identify the business requirements and determine which of the OmniStudio tools should be used to implement them.
The OmniStudio Consultant candidate has the experience, skills, and knowledge outlined below:
Familiarity with CRM business logic and processes
Be familiar with Salesforce Service, Sales, and Experience Clouds as well as Sales & Service life cycles.
Understand the benefits and limitations of all OmniStudio tools
Understand the benefits of using the available pre-built applications
Have the ability to gather business requirements and apply the tools to meet the requirements and follow best practices.
Can analyze what changes are required for UX/UI for Cards or OS.
Develop the implementation plan for the solution that has been designed
Understand basic implementations of OmniScript, DataRaptors, Flexcards, Integration Procedures, Calculation Procedures and Matrices, and OmniStudio Interactions Console.
Have the ability to download and adapt an Industry Process to an Org/Sandbox.
Customize and implement UX/UI to meet customer requirements.
