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Flexcards, Omnistudio

A Beginner’s Guide to OmniStudio: Streamlining Your Salesforce Experience (FlexCards)

October 27, 2024

What is Omnistudio

OmniStudio is a powerful set of tools within Salesforce designed to make customer interactions smoother and more efficient. It helps businesses automate workflows and connect data from different sources, creating a better overall customer experience. In this tutorial, we’ll introduce you to the basics of OmniStudio, explain why it’s useful, and give a breakdown of its key components: FlexCards, OmniScripts, Data Mappers (formerly called Data Raptors), and Integration Procedures. You’ll also find practical examples to help you get started.

Lets Learn FlexCards

FlexCards: A User-Friendly Way to Display Data

FlexCards are visual components in OmniStudio that make it easy to show important data and actions in a simple, user-friendly way. They allow users to quickly view and interact with information from different sources, all in one place.

Requirement to Create WeatherForecast UI ( We will use FlexCard)

App launcher > Omnistudio > FlexCards > Create first FlexCard

Create FlexCard

Weather Forecast UI

FlexCard Design for drag & drop of components

Drag 2 Blocks on canvas of FlexCard

Add image & upload image

Add Text element and action element

Now our static view of FlexCard is ready

Click on Preview to check live view

Congratulation our first flexcard is done in next video & blog we will make it dynamic

Static View in FlexCard
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