This article unpacks OmniStudio and takes a look at some key components whilst also diving into a use case specific to the insurance industry …
Here are highlights from article OmniStudio for Salesforce: An Industry Specific Use Case | Salesforce Ben
1. Salesforce OmniStudio:
– Suite of tools for Salesforce Industry Cloud customers
– Integrates with customer and experience websites
– Provides unique and guided digital experiences for users
– Aims to be accessible to customers 24/7 on any channel
– Enables omnichannel service and personalized interactions
2. Key Components of OmniStudio:
– OmniScripts: Create smooth and interactive journeys for users
– FlexCards: Display data across different devices and quickly deploy to communities or app builder
– DataRaptors: Extract and transform Salesforce data using no code
– Integration procedures: Connect Salesforce to external systems for faster data processing
3. Use case in the insurance industry:
– OmniStudio tools can be used to generate quotes for insurance clients
– FlexCards display customer information on the opportunity record
– OmniScript guides agents and customers through the quote generation process
4. OmniScript setup considerations:
– Ensure necessary integration procedures and DataRaptors are working
– Choose the correct version of OmniScript to publish
– Sketch and plan the structure of the OmniScript
5. Benefits of Salesforce OmniStudio:
– Improves business processes and customer experiences
– Solves industry-specific use cases
– Reduces development time and reliance on developers
– Enables personalized and efficient interactions with customers
– Provides flexibility to create experiences for web, mobile, and other platforms.
You can read it here: https://sfdc.blog/nsDUb
Source from salesforceben(dot)com