Salesforce Omnistudio Consultant Exam Guide

The Salesforce Omnistudio Consultant Exam and Program are designed to certify individuals who have expertise in consulting on cloud application development using OmniStudio tools. This credential validates the candidate's ability to design solutions that meet customer business requirements, contribute to long-term success, and leverage the full potential of OmniStudio.

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Targeted at professionals involved in digital transformation projects, the Salesforce Certified Omnistudio Consultant demonstrates their knowledge and skills in applying OmniStudio tools to drive business outcomes. With a focus on facilitation and consultative skills, candidates with a background in roles such as business analysts, consultants, solution architects, project managers, and UX designers are well-suited for this certification.

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The exam evaluates candidates' understanding of CRM business logic and processes, their familiarity with Salesforce clouds and life cycles, and their ability to utilize OmniStudio tools effectively. By successfully completing this program, consultants can showcase their expertise in gathering business requirements, designing solutions, and implementing OmniStudio tools while adhering to best practices.

 

Who is it for

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. It is designed for candidates who can explain the purpose of OmniStudio tools and design solutions using these tools to meet customer business requirements. The certification is suitable for professionals who are interested in consulting on digital transformation projects that rely on OmniStudio tools and want to demonstrate their knowledge and expertise in applying these tools effectively.

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The target audience for the Salesforce Certified OmniStudio Consultant includes individuals who possess facilitation and consultative skills at a technical level. This may include business analysts, business consultants, consultants/senior consultants, solution architects, delivery managers/directors, project/product/program managers, and UX designers. Candidates are expected to have at least 1 year of Salesforce experience and 2 to 5 years of experience in one or more of the roles mentioned above.

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It is important to note that the certification is not focused on coding or development skills, and candidates are not expected to have programming or designer skills such as JavaScript, HTML, CSS, or APEX. Additionally, experience with Salesforce platform security configurations is not required for this exam. The emphasis is on understanding and applying the OmniStudio tools to meet business requirements and following best practices in solution design and implementation.

 

Key capabilities expected from the candidate include:

1. Understanding of CRM Business Logic: Candidates should possess a strong grasp of customer relationship management (CRM) concepts, processes, and best practices. This includes knowledge of Salesforce Service, Sales, and Experience Clouds, as well as an understanding of sales and service life cycles.

2. Proficiency in OmniStudio Tools: Candidates should be familiar with the purpose, benefits, and limitations of various OmniStudio tools. This includes expertise in working with FlexCards, OmniScripts, Integration Procedures, DataRaptors, Expression Sets, and Decision Matrices. They should be able to design solutions using these tools to meet customer requirements and follow industry best practices.

3. Business Requirement Analysis: Candidates should have the ability to gather and analyze business requirements effectively. They should be skilled in understanding customer needs, simplifying complex processes, and mapping requirements to the capabilities of OmniStudio tools. This includes conducting fit/gap analyses and ensuring alignment between customer expectations and the designed solutions.

4. Solution Design and Implementation Planning: Candidates should be capable of designing solutions using OmniStudio tools that are maintainable, scalable, and contribute to long-term customer success. They should be proficient in creating implementation plans and mapping out the necessary steps to deploy the designed solutions effectively.

5. User Experience (UX) Customization: Candidates should have the ability to customize and implement user experience (UX) elements to meet customer requirements. While they are not expected to have programming or designer skills, they should be able to analyze and recommend changes related to UX/UI for cards or OmniScripts.

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Purpose of this Exam Guide

The purpose of the Salesforce Omnistudio Consultant Exam Guide is to provide candidates with essential information and guidance to prepare for the Salesforce Omnistudio Consultant exam. The guide serves as a comprehensive resource that outlines the exam objectives, target audience, recommended training, and references. It aims to help candidates evaluate their readiness for the exam and maximize their chances of achieving a passing score.

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The Exam Guide also emphasizes the importance of a combination of on-the-job experience, training courses, and self-study to enhance the candidate's knowledge and skills in building cloud applications using OmniStudio tools. It highlights the significance of understanding the purpose and capabilities of OmniStudio tools, designing solutions that meet customer business requirements, and contributing to long-term customer success.

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By providing a clear overview of the exam's content and requirements, the guide assists candidates in understanding what to expect from the exam and how to effectively prepare for it. It sets the foundation for a structured and focused study approach, enabling candidates to align their learning efforts with the exam objectives and increase their chances of success.

 

About the Exam

The Salesforce OmniStudio Consultant exam encompasses the following key features:

• Content: The exam is composed of 60 multiple-choice and multiple-select questions, supplemented by up to 5 unscored questions. These questions are thoughtfully crafted to evaluate your proficiency in leveraging OmniStudio tools and designing solutions that align with customer business requirements.

• Time Allotted: A total of 105 minutes is allotted to complete the exam. Efficient time management is crucial to thoroughly review and respond to all the questions within the designated timeframe.

• Passing Score: To obtain the Salesforce OmniStudio Consultant certification, candidates must achieve a minimum passing score of 63%. This score reflects your ability to showcase your knowledge and skills in applying OmniStudio tools effectively.

• Registration Fee: The exam requires a registration fee of USD 200, which is subject to applicable taxes in accordance with local laws. This fee covers the administrative expenses related to the exam registration process.

• Retake Fee: In the event that you do not achieve a passing score on your initial attempt, a retake fee of USD 100, plus applicable taxes as mandated by local regulations, will be charged for subsequent attempts. It is advisable to thoroughly prepare for the exam to minimize the need for retakes.

• Delivery Options: Candidates can choose between two delivery options for the exam. The first option entails taking the proctored exam at a designated testing center, while the second option allows for an online proctored environment, granting the flexibility to take the exam remotely from your preferred location. Both options ensure a secure and reliable testing experience.

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Familiarizing yourself with these important details will aid in your preparation for the Salesforce OmniStudio Consultant exam. Understanding the exam's structure, time constraints, passing score, registration and retake fees, as well as the available delivery options, will contribute to a smoother and more successful exam experience.

 

Recommended Training and References

To enhance your readiness for the Salesforce OmniStudio Consultant exam, Salesforce recommends a combination of training, references, and self-study. The following resources can assist you in preparing effectively:

1. Preparation Trailmix: Salesforce offers a dedicated Trailmix that covers the essential topics and concepts related to the exam. This Trailmix provides a curated learning path, comprising various modules and trails, to guide your study journey.

2. OmniStudio Documentation: Familiarize yourself with the official documentation provided by Salesforce for OmniStudio. This documentation offers comprehensive information on the features, functionalities, and best practices of OmniStudio tools. It serves as a valuable reference during your exam preparation.

3. OmniStudio for Vlocity Documentation: If you are using OmniStudio in conjunction with Vlocity, consider referring to the specific documentation available for OmniStudio for Vlocity. This documentation focuses on integrating and leveraging Vlocity-specific functionalities within OmniStudio.

4. Trailhead: Leverage the interactive and hands-on learning platform, Trailhead, to further strengthen your Salesforce skills. Explore relevant trails and modules that cover topics related to OmniStudio, advanced administration, and digital transformation projects.

5. Trailhead Academy: Consider enrolling in expert-led courses offered by Trailhead Academy. These courses provide in-depth and guided instruction on specific Salesforce topics, including OmniStudio tools and their application in real-world scenarios.

6. Salesforce Help: Take advantage of the online documentation, tip sheets, user guides, and knowledge articles available through Salesforce Help. Use the search functionality to find specific topics related to the exam objectives and study the relevant information to deepen your understanding.

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By leveraging these recommended resources, you can gain a solid foundation of knowledge and skills required for the Salesforce OmniStudio Consultant exam. Remember to combine on-the-job experience, hands-on practice, and self-study to maximize your chances of success.

 

Exam Outline

The Salesforce OmniStudio Consultant exam assesses your knowledge and skills related to various objectives. The exam outline includes the following key topics:

FlexCards (23%):

• Explain the capabilities, use cases, and purpose of using FlexCards.

• Design FlexCards to meet customer requirements and needs.

• Collect and group the customer 360 Information required to show to an end user (Console, FlexCards).

OmniScripts (27%):

• Understand the basic structure of an OmniScript.

• Validate developed OmniScript processes to ensure alignment with client expectations.

• Identify business process step requirements and map them to OmniScript components required for implementation.

Data Tools (23%):

• 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.

Best Fit Solutioning (27%):

• Gather, analyze, and simplify business requirements 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.

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It is important to thoroughly understand and master these topics to excel in the Salesforce OmniStudio Consultant exam. By focusing your study efforts on these areas, you can ensure that you are well-prepared to demonstrate your proficiency in using OmniStudio tools and designing effective solutions to meet customer business requirements.