Expert Guidance
Receive hands-on training from industry experts
Certification
Become a certified Salesforce OmniStudio Consultant
Career Growth
Advance your career with in-demand skills
What you'll learn
Master the Core OmniStudio Tools
You will learn how to build guided interactions using FlexCards (for data display), OmniScripts (for step-by-step user interfaces), and Integration Procedures (for connecting to external systems).
Design Complex Business Logic
You will learn to implement sophisticated decisioning and calculations without code by configuring Calculation Matrices, Decision Matrices, and Integration Procedures to manipulate data.
Apply Consulting Best Practices
You will learn how to gather requirements and map them to OmniStudio solutions, focusing on reusability, data modeling, and scalable architecture to ensure solutions are enterprise-ready.
What you'll learn
Build End-to-End Guided Experiences
You will learn to create fully functional OmniScripts (step-by-step wizards) and connect them to data sources using Integration Procedures, allowing you to build a complete, working application by the end of day three.
Configure Data Visualization & Logic
You will focus on designing FlexCards to display complex data on a record page and implementing Calculation Matrices to handle complex pricing or eligibility logic without writing Apex code.
Accelerated Solution Design & Debugging
You will learn the fastest path to assembling components (OmniScripts, FlexCards, Procedures) into a cohesive industry solution, plus the essential techniques for troubleshooting and error-handling common integration issues.
What you'll learn
Understand the OmniStudio Toolkit
You will learn to identify the core components—OmniScripts, FlexCards, and Integration Procedures—and understand what problem each one solves in a customer interaction.
See a Solution Assembled (The "Art of the Possible")
You will watch a consultant build a complete, end-to-end guided workflow (likely a "Create Case" or "Order Product" flow) to visualize how the tools work together to replace complex code with clicks.
Grasp the Industry Context
You will learn why OmniStudio exists (specifically for Industry Clouds like Communications or Health Insurance) and how it differs from standard Salesforce Flow or Lightining Web Components to guide high-level solution roadmaps.
Who needs to attend this workshop?
The Salesforce Certified OmniStudio Consultant course is designed for a range of professionals who want to demonstrate their expertise in building sophisticated, guided customer experiences using OmniStudio's declarative tools. The primary audience includes: * Salesforce Consultants (Senior and Junior) * Business Analysts * Solution Architects * Project or Program Managers * Delivery Managers * UX/UI Designers * Salesforce Developers who want to validate their consulting and solution design knowledge (as opposed to pure development skills). According to training providers, this course is best suited for individuals with 2 to 5 years of experience with Salesforce in one of the roles mentioned above. The Salesforce certification overview also recommends that candidates have at least 1 year of Salesforce experience and 2–5 years in a related role
Meet your Instructor
TBA
Curriculum
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1
Introduction to OmniStudio
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(Included in full purchase)
Certification Exam Structure
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(Included in full purchase)
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2
Key Features and Tools
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(Included in full purchase)
DataRaptor Basics
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(Included in full purchase)
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3
Building Effective Solutions
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(Included in full purchase)
Integration Techniques
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(Included in full purchase)
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4
Best Practices and Strategies
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(Included in full purchase)
Testing and Deployment
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(Included in full purchase)
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5
Exam Preparation and Next Steps
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(Included in full purchase)
Career Development Opportunities
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(Included in full purchase)
What People Are Saying
Discover how our course is transforming careers and unlocking new opportunities
For someone in my role, the OmniStudio Consultant certification was essential. It validates a comprehensive understanding of how all the OmniStudio tools orchestrate to create a seamless digital experience. The most challenging and valuable part was the emphasis on solution design considerations—like when to leverage the OmniStudio Integration Pack versus standard APIs, or how to structure data for optimal performance in OmniScripts. Earning this credential signals to my clients and my team that I can be trusted to design complex, enterprise-level implementations that truly leverage the power of the platform. It's the cornerstone credential for any architect working in the Salesforce Customer 360 ecosystem.
Before this certification, I was the bridge between our business teams and developers, but I often felt a gap in my technical understanding of the OmniStudio suite. This exam forced me to think like a consultant, not just a requirements gatherer. I now have a much deeper grasp of the entire lifecycle—from DataRaptors and Integration Procedures to FlexCards and OmniScripts. This allows me to design more efficient and scalable solutions from the very beginning, reducing rework and impressing my stakeholders with my ability to foresee technical challenges. It's not just a badge; it's a new level of credibility.
As a developer, I was comfortable writing code and building components, but the OmniStudio Consultant exam was a different beast. It's heavily focused on the why, not just the how. You need to understand the trade-offs between a Calculation Matrix and a Calculation Procedure, or when to use a FlexCard over a traditional Lightning Web Component for a specific use case. The exam tests your ability to architect a solution that is maintainable, performant, and adheres to best practices. Passing this exam validated my ability to design holistic, low-code solutions and has been a major differentiator for me in client engagements.
NextEd Training Academy: Cancellation & Refund Policy for Live Instructor-Led Workshops
1. Policy Overview At NextEd Academy, we are committed to delivering high-quality, live instructor-led training. To ensure great experience for all participants and to manage course enrollment, instructor scheduling, and resource allocation effectively, we have established the following policy. Enrollment on any course constitutes agreement to these terms. 2. Course Rescheduling by the Academy We reserve the right to reschedule or cancel a course due to low enrollment or unforeseen circumstances. If we must reschedule or cancel: • You will be notified at least 5 business days prior to the course start date. • You will have the option to transfer your enrollment to the next available session or receive a full 100% refund. 3. Student Cancellation & Refund Policy Because seats in our live workshops are limited and reserved, the following policy applies: • Full Refund: Cancellations received more than 10 business days before the course start date is eligible for a full refund. • Partial Refund/Credit: Cancellations received 5 business days before the start date is eligible for a 50% refund OR a 100% credit toward a future course. • No Refund: After the course has commenced, we are not eligible for a refund. You will, however, receive full course materials. 4. Missed Live Sessions (For Multi-Day Courses) We understand you might miss a single session within a multi-day course. • Recorded Sessions: All live sessions are recorded. If you miss a session, you will be provided with a link to the recording for review. • Make-up Session: Depending on trainer availability, you may be allowed to attend the same session in a parallel running cohort (if one exists) to make up for the missed class. This is offered on a best-effort basis and is not guaranteed. 5. Transfer Policy We offer more flexibility with transfers than with cancellations to keep you on your learning path. • You may transfer your registration to another person at no cost, provided you notify us at least 3 business days before the course starts. • You may transfer your own registration to a future session of the same course once, if requested more than 8 business days before the original start date. Transfers requested after this period may incur a re-booking fee of 15% of the course cost. 6. Exceptions for Extenuating Circumstances Exceptions to this policy may be considered on a case-by-case basis for documented, serious circumstances such as: • Medical Emergency: A serious personal illness or injury (a doctor's note may be required). • Family Bereavement: The death of an immediate family member. • Significant Unforeseen Event: Other critical circumstances as determined at the sole discretion of the Academy management. In such cases, we will work with you to provide course credit or a partial/full refund.
Ready to Transform Your Career?
Enroll now to become a certified Salesforce OmniStudio Consultant and accelerate your professional growth.