The Salesforce OmniStudio Consultant certification targets professionals with a background in consulting and expertise in constructing cloud applications utilizing OmniStudio tools in direct interaction with customers. These candidates can articulate the functionalities of OmniStudio tools effectively. Moreover, they can devise solutions employing OmniStudio tools that align with customer business needs, ensuring they are both sustainable and adaptable for long-term customer satisfaction.
Who should take the exam?
The candidate aiming for the Salesforce Certified OmniStudio Consultant credential is enthusiastic about consulting on digital transformation initiatives utilizing OmniStudio tools and aims to showcase their proficiency in applying these tools to address business needs.
This candidate has adept facilitation and consultative skills, operating at a technical level. They may serve either internally within an organization or externally as a consultant. The candidate should have at least 1 year of experience with Salesforce, coupled with 2 to 5 years of experience in roles such as Business Analyst, Business Consultant, Consultant/Senior Consultant, Solution Architect, Delivery Manager/Director, Project/Product/Program Manager, or UX Designer.
Key competencies of the Salesforce Certified OmniStudio Consultant candidate include:
Understanding CRM business logic and processes.
Familiarity with Salesforce Service, Sales, and Experience Clouds, as well as Sales & Service lifecycles.
Proficiency in comprehending the advantages and constraints of all OmniStudio and Business Rules Engine tools, including FlexCards, OmniScripts, Integration Procedures, DataRaptors, Expression Sets, and Decision Matrices.
Awareness of the benefits derived from leveraging pre-built applications.
Ability to gather business requirements and utilize the tools effectively to meet those requirements, adhering to best practices.
Capability to analyze and implement necessary UX/UI changes for Cards or OmniScripts.
Development of implementation plans for the devised solutions.
Proficiency in basic implementations of OmniScript, DataRaptors, FlexCards, Integration Procedures, Expression Sets, and Decision Matrices.
Ability to adapt and customize Industry Processes to fit an Org/Sandbox.
Skills for customizing and implementing UX/UI elements to fulfill customer specifications.