Salesforce Certified OmniStudio Consultant

Salesforce Certified OmniStudio Consultant

Salesforce OmniStudio Consultant Credential


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.


Purpose of this Exam Guide


This exam guide is designed to help you evaluate if you are ready to successfully complete the Salesforce OmniStudio Consultant exam. This guide provides information about the target audience for the certification exam, recommended training and documentation, and a complete list of exam objectives—all with the intent of helping you achieve a passing score. Salesforce highly recommends a combination of on-the-job experience, course attendance, and self-study to maximize your chances of passing the exam.

Audience Description


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 
    • FlexCards
    • OmniScripts
    • Integration Procedures
    • DataRaptors
    • Expression Sets & Decision Matrices
  • 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, Expression Sets, and Decision Matrices..
  • Have the ability to download and adapt an Industry Process to an Org/Sandbox.
  • Customize and implement UX/UI to meet customer requirements. 

A candidate for this exam is not expected to implement the solution designed or troubleshoot issues related to the solution itself. The candidate will not be required to write code, customize development, configure the application, or analyze performance. They will also not be expected to have programming or designer skills (JavaScript, HTML, CSS, APEX, etc.) or have experience with Salesforce platform security configurations. 

Salesforce OmniStudio Consultant Exam Summary:


Exam Name Salesforce OmniStudio Consultant
Exam Code  OmniStudio Consultant
Exam Price  Registration fee: USD 200
Retake fee: USD 100
Duration   105 minutes
Number of Questions  60
Passing Score  63%
Recommended Training / Books  Preparation Trailmix
OmniStudio Documentation
OmniStudio for Vlocity Documentation
Sample Questions  Salesforce OmniStudio Consultant Sample Questions
Recommended Practice   Salesforce Certified OmniStudio Consultant Practice Test

Salesforce OmniStudio Consultant Syllabus:


Section Objectives  Weights 

FlexCards		 - Explain the capabilities, use cases and purpose of using FlexCards.
- Design FlexCards to ensure they meet customer requirements/needs.
- Collect and group the customer 360 Information required to show to an end user. (Console, FlexCards)		 23% 
OmniScripts - Explain the basic structure of an OmniScript.
- Validate developed OmniScript processes to ensure client expectation alignment.
- Identify business process step requirements and map them to OmniScript Components required to implement them. 		 27%
Data Tools - Explain the purpose and benefits of Integration Procedures and DataRaptors.
- Design Integration Procedures and related DataRaptors.
- Describe the benefits of using Decision Matrices and Expression Sets and provide real examples.		 23%
Best Fit Solutioning - Gather, analyze, and simplify business requirements in order to design solutions using OmniStudio tools following best practices.
- Map process requirements to OmniStudio capabilities and explain the interaction between them.
- Create fit/gap analyses between requirements and OmniStudio capabilities.		 27%

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