Tips On Passing Salesforce OmniStudio Consultant and Developer Exams

Matt/ January 18, 2022/ Certifications, OmniStudio, Salesforce, Technology

OmniStudio is one of the hottest new technologies on the Salesforce platform, and after being acquired by Salesforce in early 2020, it’s now officially a part of the Salesforce family as Salesforce Industries.

When I first started playing with OmniStudio last fall I was surprised to learn this product is actually a part of Einstein Automate. With OmniStudio, you can easily leverage Salesforce automation capabilities across numerous products, including CRM, Einstein, Industries, MuleSoft, and 3rd party applications to deliver an efficient end-to-end workflow platform.

OmniStudio has three main layers, and every question on both the Consultant and Developer exams fits into one of the following three categories

The three layers of OmniStudio.

The Digital Experience Layer contains FlexCards to display contextual information at-a-glance, and OmniScripts offer a guided path for a business process, similar to a screen flow.

The Service Management Layer includes DataRaptors to CRUD and transform data and Integration Procedures which can execute multiple actions in a single server call. Calculation Procedures and Calculation Matrices also reside here

The Developer Experience Layer contains two tools that make working with Git repos easy. The IDX Build Tool packages & migrates Datapacks, and the IDX Workbench allows for migrating Datapacks and metadata from one org to another org, or to a repo.

(The above is admittedly a very high level overview. If you wish to take a slightly deeper introductory dive into OmniStudio and Salesforce Industries, I’d recommend looking Anup Jadhav’s post on the Salesforce Architects blog.)

So far three of the Vlocity exams have been ported over to Kryterion as Salesforce exams:

I haven’t yet had a chance to sit for Industries CPQ Developer so I won’t discuss that exam right now. Here are some quick links to key information for the two:

ExamLeaning TrailmixExam Prep TrailPass
OmniStudio ConsultantGet To Know OmniStudioExam Trail63%
OmniStudio DeveloperBuild Guided Experiences With OmniStudioExam Trail67%

So, what do we need to know for the exams?

Both exams are actually very similar. If I could sum up the differences, I would say this:

OmniStudio Consultant exam is about knowing what are FlexCards, OmniScripts, DataRaptors, Integration Procedures, Calculation Procedures, and Calculation Matrices and how to use them.

OmniStudio Developer, on the other hand, tests your knowledge in configuring and debugging them.

My advice would is to sit for the Consultant exam, and then sit for Developer shortly afterwards. You don’t want to wait too long between each exam; write them both while the content is still fresh in your mind.

The two Trailmixes above have a total of 23 PDF files linked near the bottom of each module, just above the quiz section. Unlike other exams, these trailmixes do not have 100s of hours of content to go through. I suggest completing the trailmixes in the order I have linked them above. Complete each module, answer the quiz, and then complete the guided activities from the PDF files in an OmniStudio Developer org.

Don’t have a Developer org? I got you. Sign up here for a free Developer Edition org with OmniStudio installed. This org will expire in 6 months, so if you break anything or it expires on you, just sign up for another one.

If you complete and understand the hands-on exercises in the PDF files above, I guarantee you will pass both exams with 80% or higher. Whoa!

But if you really wanna push for 90% – or dare I say it – a perfect score, I have two more very important resources that can get you there.

The first is the OmniStudio Student Take Home Guide. Pages 33 through 39 contain all the Data Decision Flowcharts you will recognize from the Trialhead. This knowledge will be vital for both exams. Pages 40-43 also summarize best practices, merge field syntax and debugging, all of which are tested on the Developer exam.

And finally, the OmniStudio Foundation: This behemoth 900-page documentation should be your go-to resource for all things OmniStudio. This is your bible for working on any OmniStudio project. You can pass both exams without ever opening this documentation, but the Developer exam does have 3-4 questions whose answers only seem to be in this guide. (Hint: How would you make an Integration Procedure asynchronous? What other settings do you have control of?)

What do you think of this new technology? Are you building anything cool and exciting in OmniStudio? I’d love to hear about it below.

If this article has helped you and you plan to take this exam, please tag on Twitter or on LinkedIn when you post your results – I want to cheer on your success!

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About Matt

Matt is a seasoned Salesforce Developer / Architect, with implementations of Sales Cloud, Service Cloud, CPQ, Experience Cloud, and numerous innovative applications built upon the Force.com platform. He started coding in grade 8 and has won awards ranging from international scholarships to internal corporate leadership awards. He is 26x Certified on the platform, including Platform Developer II, B2B Solution Architect and B2C Solution Architect.