 Hello everyone. I am Sanjay Gupta. I welcome you on Sanjay Gupta Tech School. So we are back with one more session on Salesforce Omni Studio. So I have Abhishek with me. Welcome Abhishek on the channel. So Abhishek will be delivering something new today. So as you all know, we already covered data rector and IP related sessions. So today in today's session, we are going to discuss about OmniScript. So first Abhishek will be giving you the overview like what OmniScript is, what is the advantage of using OmniScript. And then he will do some demonstrations so that you can understand how you can create your first OmniScript. Okay, so before starting the session, I just want Abhishek to introduce himself. Over to you Abhishek. Yeah. Thank you Sanjay. So hi everyone. Myself Abhishek and I am working as a Salesforce and Velocity developer in Salesforce domain since five plus years now. And I am at the Trailer Double Star Ranger. And I have done some certifications on Salesforce like Omni Studio, Cpq specialist, PD-1 admin and service cloud. And I have done several projects around Salesforce as well as Omni Studio slash Velocity. And mainly I have worked upon like industries like health and justice telecommunication, industry, Cpq and yeah, that's all. So that's about me Sanjay. Thank you Abhishek. So this was about Abhishek and moving on to the next slide. So if you want to become part of a community where lots of freshers and experienced professionals are connected. So they're helping each other. And they are like sharing if there is any job opportunities available. So it would be great if you if you're a beginner or intermediate, if you join this group, you will get to know lots of information. And the best part is in this group, there is no paid promotion kind of thing happening. So it is a clean group which is dedicated for learning and jobs. Moving on to the next slide. So if you want to receive timely notification regarding current boot camps or upcoming boot camps, so you can follow Sanjay Gupta Tech School on YouTube, LinkedIn, Instagram and Telegram. Okay, and the session tracker link is available in the description of video. And wherever you see live session. So in the description, you will find a session tracker and I have created one session tracker for all the boot camp so so that you will be having everything on one place. So next is like if you find some time and if you want to share some reviews or feedback about the boot camp, so please feel free to share because it motivates us like whatever we are doing for the community. It is helping you guys. Okay, so with this note, I pass it over to Abhishek so that he can start with the new topic that is Omniscript. Yeah, so so till now I mean like we have done I mean like I think 11 sessions on Omniscript. So I mean that topics or the components that we have covered on Omnis Studio was like first was the data rector that we covered then we covered all the types of data rector. Why do we use data rector? How do we use how we use data rectors? And after that, we completed the integration procedure. So it is kind of a if you want to write some sort of business logic around it around whatever data you are receiving or the data you want to push it to the database. So that's sort of all things we can do it into the integration procedure. So if we talk about it in Salesforce terms, we have completed all the back end parts, right? Yeah, so then yeah, also like if you if you can showcase that slides so that folks can see like what is today's topic. So yeah, so so so so basically till now what we have we have covered all the back end parts. So whenever you are creating a flow or LWC or VF page or auto components right into the Salesforce, the first the very first thing you do before writing any sort of apex code or the SQL queries, first you you will be designing the UI component, right? So like if you are working with LWC, you will write you will be writing some HTML code. If you are working on the flows screen flows, then you will be first designing some sort of screen where you will be taking some inputs from the user and these sort of things. So now what we're gonna do is in Omni Studio as as I have already told you, we have covered all the back end components, which includes your data rector and integration procedure. Now, there are two tools that Omni Studio gives us which which we use for creating the UI components. So the two components named our flex card and Omni script. So in today's session, we're gonna covered, we're gonna, we're gonna have some little introduction. What is Omni script? Why do we use Omni script? What are the benefits of using Omni script and what can be the scenarios, right? Where we can use Omni script. So Omni script is like we can configure interactive business processes that are easy to use. So if I if I give you a, you know, definition of Omni script in simple words, when you are creating a screen flow right into the Salesforce, that is a kind of similar thing that you are doing over here, but with with some more advanced, advanced functionalities that you can build around the Omni script, but not into the screen flows. So that we will be go through. But I mean, like whenever you want to create some business process process or step by step process for for user, then we will be creating the Omni script and have complex functionality in the background processes. So as in the screen flow also, we can call some apex classes, we can push from data, we can fed some data from database, that sort of also all these things also we can do it do it into the Omni script. And it supports branching capabilities. What do I mean by branching capabilities is like you can create child Omni scripts, and then you can call it from the parent. Okay, so that that child Omni script can be reusable to any number of Omni script. So that is also one of the advantages of the using Omni script shows different pages or groups of fields based on user choice. So basically, let's say you have two step process created, or you have two step Omni script created into your Omni studio. Now, there can be some sort of logic where if you select one element into the first screen, then only into the second screen, it would be visible. Otherwise, it will not. So that's also functionality we can build into the Omni script, where screens elements can be visible according to the conditions. And other part is for users, it can be considered as dynamic or personalized experience. So I mean, you can create one Omni script to let's say show the account data to the user, which which will only show the data of the accounts that user have access to. If he doesn't have access to the any other account, that account will not be visible. So moving on to the next slide. So like if we if we see some sort of scenarios where we can be where we can have the Omni script designed for us, it can be first like view and update contact information of customer. So basically, let's say you are having a call center call center application, you want to configure some sort of concept call center application. And as a UI, what I want is my call center agent will type in the customer phone number or email ID, and then I'll be able to see all the contact information. And if I want to update the contact information that also I can do it. So that now if you see in the first screen what we are doing is we are getting the contact account number, sorry, phone number or the email ID. And in the second step, we are showing all the data related to that contact. And in the third step, if user or customer wants to update his or her information, then we are doing it into the third step. So these sort of business process or step by process can be configured with the Omni Studio. And now if I go like another can be insurance selling process. So as we as I was saying like Omni Studio is widely used into the insurance domain. So let's say if I want to clear I want to create a business process where I want to sell the sell the insurance to my customers. So like I can get all the information into the Omni script like getting the account information. What what is the let's say if I'm selling any sort of health insurance, so what how many children that person has have, what is the age, what what will be the you know, diseases that they will be having what sort of plan they want to have. So all these sort of things we can combine into the step by step process into the Omni script. And let's say I want to renew or update my insurance that also I can do it. Capture service specification from a newly newly added customer that we have kind of covered into the first scenario. And the last scenario is like a customer completes forms of for different services like government benefits insurance policy. So that is also kind of similar to insurance selling process. Right. So moving on to the next slide. So what sort of capabilities Omni studio have is like it is a declarative scripting tool. So you don't need to write any sort of code for creating any sort of creating any Omni script. So if you are if you are building a LWC you must be you must have knowledge of HTML, JavaScript, CSS, Apex and all these things right. But if you are using Omni studio, then you do and if you are building some some sort of Omni script, then you don't need to know what is HTML, what is JavaScript, how JavaScript works. I mean this is all UI drag and drop companies. So it's at as third point says low to no code development. And also if you want to debug your Omni script, like the similar way we do the screen force right that also we can do it into the Omni script. We can preview the Omni script and debug using the built-in troubleshooting tools into the Omni script that we will be covering up into the practical sessions. And it can be used on any any device mobile or customer or modular architecture. That means it supports JSON style sheet and data separated from each other. So basically all the all the screens that we have in into our Omni script, all the data will be separated with into the separate with the separate step name. So let's say you if you are having first step and second step. And in the step one you have one radio button and into step two you have some sort of text box. So these two elements will be separated by the step elements into the Omni script. So this is a modular architecture. It's not kind of a combined where user will get confused. And if I go to the next slide, sorry. So I mean we have some other scenarios as well. Those like we will be doing the practicals around these scenarios into the up into the upcoming sessions like creating an Omni script to get account and contact information and insert the records. So basically we will be having we will be taking inputs from user for account and contact and into the database we will be inserting it in the Omni script. Another can be create an Omni script for updating an account fields. So I mean what we will be doing is we will be fetching some I mean like we will be fetching the account information and then user will update pre populated values into those account records and whatever user is updating now we will be saving it to the database then. So yeah I mean like these sort of scenarios we will be covering into the upcoming sessions. So now I think Sanjay we can move on to the practical part how Omni script looks like what is Omni script and all these things. Yeah exactly because theoretically like folks are able to create some picture in their mind but if you deep dive like how actually it looks looks like and how we can relate data after an IP so that would be helpful. So maybe we can start with a very simple example today. Then in upcoming sessions we can take difficult ones. Yeah definitely. So basically I mean sorry. First of all what I have done is I mean I have opened my Omni Studio app and from that Omni Studio I have clicked on this Omni script tab and if okay just a second yeah. So if now from new button we can create a new Omni script and I mean like if you have if you are following the previous sessions when we were when we have created an integration procedure if you remember we used to give the type and sub type right for creating integration integration procedure and another thing we were we were giving the name as well. So you can consider it I will explain you again. So you can consider it the name field as your if you are creating any sort of field on object. So there are two things that you provide first is your label and second one is your API. Correct. So you can refer the same thing over here. So let's say I will say my first Omni script. Okay first Omni script. This will be my label now type and sub type combination of the Omni script becomes your API name. Okay. So like just a second like I will open the integration procedure so that you will be able to recall it integration procedure and let's open this one. So as you can see this is your label this type and sub type which the combination of the type and sub type will become your API name. But when you are working with the Omni script then type sub type and language these three components will make a unique combination of Omni script. So let's say if I'm giving the type as let's say first I will say Omni script and the language is English. So now let's say if I want to create another Omni script with the type first sub type OS and language is English then I will not be able to create one because it will say an Omni script is already present with this combination. Like if I click save and if I'll be creating another Omni script I'll go here click new I can give the same name there is no problem in that first Omni script correct I'll say first OS and now if I click it it will get saved but what will happen just look at there first it will say but it will automatically will create the second version. So if you remember in the IP also we used to create the versions of the integration procedure. So here also we can create different versions of Omni script. So if you will be giving the same name and same type and sub type then it will create another version not the new Omni script. Okay now we will move over to the Omni script right now and we will see how it looks like. So here you can see this is your label in the top then your type then sub type your language your version this Omni script is active or not and the description as well. Okay and into the left hand side so by default Omni script will give you one screen created automatically. So basically this step is called a screen so if you have worked upon the screen flows we we used to create screens into the screen flows if you want to create another screen we will be creating a we will be dragging and dragging and dropping another screen to the screen flow. So this step is similar to the screen so by default Omni omni script will always create one screen for us which is called a step into the Omni script. So right now we have only one screen so in the left hand side panel you will be able to see the structure of your Omni script. So for example right now I have one step if I add another step in the left hand side I can see the another second step have been added so this is a kind of you can say a pictorial pictorial representation of your Omni script what you are using into your Omni script right. So for now I will be deleting the stack too and into the into the middle section what you can do is so like this is your omni this is your step you can you can see what elements we haven't have in this step. So right now we don't have anything it's just a step name and all it's just a step name only and we can like expand and close it right. Now in the right hand side what we can do is first of all into the build tab you will be having all the inputs that you can that you can have into your Omni script. So like in actions you will be having all the data like if you want to call dr extract dr post dr transform turbo delete action I mean these all sort of things we have seen into the ip right. So those all elements are individually also are available into your omni script. So basically if you want to call only one data data rector extract then you don't have to create an ip and call it create an ip and call your data rector from there you can call your data rector from omni script directly as well but for example if you if you want to call 10 5 data rectors into into into your omni script then it's not a good practice to have 5 data rectors into your omni script rather than create an ip call those 5 data rectors 5 data rectors into your ip and then from your omni script you can use this indication procedure and call that ip. So I mean like these these are the actions available into the omni script and like in the display we have this line line break text block in the functions we have like aggregate functions formulas messaging and like if I go to the groups then we have block edit block ready radio group step that we have over here type ahead block and like if you want to read about anything you can just click on this question mark and a brief description will be here. Yeah I think it is self-learn guide right correct yes and guys we won't be able to give you demo on all the elements so you can just go one by one and you can try like how that particular element will be working so we'll try to pick as many as we can but still like there are some helps available so you can just go through yeah and in the inputs you will be having all your input elements that you have into into the html checkbox currency date date time ebl file all these things and into the omni script into the omni script you can call another omni script from an omni script so all the omni scripts which is a child omni script can will be visible over here so that is there if I go to the property step so like I have dragon I mean this step one was default default available for me so into into my step element like I can define the what I can say is I can define the what the heading for this step so let's say what I'm gonna do is welcome I will say welcome screen okay or I can say homepage it is getting reflected over here and if I go to the setup from the setup we have so many options available like step chart option so before before going to the setup I'm going to explain you about this these buttons then we will again come back to the setup tab so basically if you want to create a new version you can click on this new version and as similar to ip if you want to activate it you have to click on this button activate version on the edit you can edit the name type subtype or anything and this export and how to launch is the part of all the all the deployments deployments of omni studio components and yeah so what we're gonna do is we're gonna click on this preview okay and we will see what will happen there are two things there are so many things available into this previous section as well first is the context id so if you have worked upon lwc is and if you have exposed your lwc onto some record detail page right so there is a variable called record id is automatically available into that lwc right so similar to that if you want to pass some sort of record id to this omni script you can pass it into the context id and we will see the practical implementation as well preview device it can be desktop it can be tablet so if I switch it to tablet it will be visible into the tablet mode if I switch into the mobile it will be visible into the mobile mode theme will be lightning new port so nowadays we only use the lightning view but previously when lightning was not there so this new port design used to we used to show it show it into the new port design the reason is when the omni when the velocity got launched it got launched with the new port view only but gradually time by time they introduced the lightning view so nowadays we use the lightning view mode but not the view new port and this data json we will come in come on that because it will be related to some other thing and this action lever as well and now we see the if you see the preview design we can see first of all we are having this step chart correct so right now I have already I have only one step chart one step only that is why only one thing is coming and this home is coming from the header that we have given now if I go to the design again and so we will go to the setup now so into the setup now we know what is the step chart so right now a step chart placement is on right we can do do it into the left and we can also do it onto the top as so it will be like only the where will be the step chart will get replaced right and cancel options let's say if you have launched your omni script and if you want to cancel it and so that also you can do it save options there is also one more thing that omni studio provides let's say you have three steps into your omni script and on the second step you are seeing whatever I have populated or filled into my steps till step two just save it and after that I will I will come back and fill the step three part so that sort of functionality or we can do over here allow save for later knowledge options if you want to enable knowledge that is a sale for standard thing knowledge articles that also you can do if you want to give some error messages I mean these these again all these things are very advanced version of omni studio when we will be working on so I mean like right now if I think we should only cover the basics so that all the folks will be aware I mean what the basic use of omni script right I think you already covered all the aspects so build property setup and you also shown like how it will look like yeah so I just want to I just want to give you a small a small demo today so what we're going to do is we're going to just have one text block into our step okay and in this text block I'm going to write let's say welcome to as gts save and if I go to preview as you can see we will be able to see this welcome message and now the the the part why velocity or omni studio got popular popular I will tell you the reason behind it so as soon as you are clicking on this activate version right so what this omni studio is doing is in the back end omni studio is creating an lwc so basically when you are working with sale force and if you want to write if you want to create some UI UI component with the help of lwc then you have to create um then you have to know the html java script css all these things but when you are working with omni studio and if you are creating an omni script and as soon as you will activate your omni script right and lwc will get created at the back end so like this this omni script is now activated and if I go to my setup and I if I see lightning components lightning components and the name was um the name was first os right so go to f and see this one omni studio has created a lightning component for us and we have not written a single line of code for creating an lwc right so that is the that is the power that this omni studio tool has and not only this I mean like if you want to add this lwc right so like I have my account page account record page open and if I go to flexi page of this edit page and if I want to add that lwc to my account record page so basically sale omni studio has created one lwc and if you want to add that and once as soon as you have created your lwc it can be added to your account page community page home page anywhere else you wherever you want right so I can just simply drag and drop my lwc over here and I'll click save I don't know if this account record page has been activated or not assign a system default next save see okay and if I go back I will be able to see my omni script onto my account record page see over here this is your home this is your welcome message and this is your step chart so isn't it isn't it amazing I mean when you're you're you haven't write a single line of code and you are able to create some sort of lwc and later on we will be taking some inputs pushing some data into the database fetching some data and we will be doing a lot of things with the help of omni scripts yeah I think this is amazing and those who have already used screen flows they are able to I think relate it is kind of same but it is having lot more features compared to screen flow nice yeah I think for today's session we can end here with the just one thing can we add one more like this thing home what this component is called first OS no this home like if you yes this this one more screen like this one more step if you can create yeah we can we can see two screens like through one screen we can just jump to another one sure yeah why not so this is your step two let's say enter account info right so in this step two what we can do is for just demo purpose we can have one input element here just a second I think you have applied searching step so you need to remove that in build you atop you applied some search oh correct yeah so input and if I go to some text we're gonna name it as like let's say account name so right now we are just creating the UI in if I activate it so I mean whenever you are deactivating deactivating and activating it again then it's kind of updating the HTML and JavaScript code of LWC into the backend that's why it will take some some some time when you're acting the open script now if I go to account record because we have already added our LWC to the account record right see over here right now there is one more button is called us next because we have now two step and now if I click on next we'll be having some and we can write some sort of name yeah and I see the right thing right yeah this is like awesome thing which is not available in screen flow yeah this sort of things steps are not available so basically what you can do is you can either click on this previous button or if you want to go to the previous step then you can click on the step name as well yeah and I think we can shift it to the top of this component as well right yeah I think three options are there left right and top correct into from the setup from this step chart we like I mean right now this omniscript is enabled right that is why this is disabled but once you deactivate it you can add it to the right left or top okay so I think this is great and we have two more sessions guys tomorrow and day after tomorrow so we'll be implementing more omniscripts and like today it was overview of omniscript you can say and tomorrow you will see like how we can connect ip and data adapter maybe tomorrow and day after in these two sessions those things will be covered yeah and I already updated session tracker so keep an eye on that so this week we'll be completing omniscript sessions then flex card and one end to end project that we'll be doing next week or maybe next to next so I will try to have all the sessions this week and next week so that everything will be completed from our side so along with that a major bootcamp that I started in January so that is also going to end this week and this omnis studio bootcamp will be ending by next week so these are two major bootcamps which I successfully I am able to complete by this month other than the other than this like apion bootcamp will also be completing maybe this week or next week so whatever I promised to you so like somehow whatever I have started I am able to complete cnc plus plus bootcamp is in progress so due to lack of time I am not able to conduct some sessions so soon I will resume that bootcamp as well and from next month I think we'll be having few more things lined up so few more bootcamps I will be starting so we'll share that information with you soon and other than that like limited seats batches I already started so those information I am sharing in the telegram channel so if you are part of the telegram channel so you will find all those information there okay so like I just want to thank Abhishek as well like how patiently he is explaining everything in detail so I think whenever you get a chance to have any interview on omnis studio so I think all these sessions will help you to prepare for interview and once you clear the interview and you are working on any project then also like with the help of those scenarios which Abhishek demonstrated and those are available in the session so if you practice those so you will be able to do wonders of why working on the projects so all credit goes to Abhishek whatever knowledge he gained he shared with you and like directly or indirectly in present future it may impact your lives as well so I appreciate your hard work Abhishek thank you thank you so much to you and then okay guys so with this note we take your leave and we'll see you tomorrow same time thank you everyone