Introduction to OmniScripts

OmniScript is a powerful tool that enables users to create guided, interactive experiences in Salesforce. OmniScript provides a flexible and intuitive way to design and deploy dynamic processes, forms, and wizards with minimal coding.

Here's an overview of what you can do with OmniScript:

OmniScript allows you to design guided processes that lead users through complex workflows step by step. You can define the sequence of steps, specify conditional logic, and customize the user interface to match your specific requirements.
With OmniScript, you can create interactive forms for capturing and validating user input. These forms support a wide range of input types, including text fields, picklists, checkboxes, and date pickers. You can also configure validation rules to ensure data accuracy and completeness.
OmniScript enables you to incorporate dynamic behavior into your guided experiences. You can use conditions and expressions to control the visibility of elements, customize the flow based on user input, and dynamically populate fields with data from Salesforce records or external sources.
OmniScript promotes reusability by allowing you to create reusable components that can be shared across multiple processes. These components encapsulate common functionality, such as address validation, file uploads, or integration with external systems, making it easier to maintain consistency and streamline development.
OmniScript allows seamless integration with other Salesforce components and external systems, enabling you to access and manipulate data from various sources within your guided experiences. You can invoke Apex code, call external web services, and interact with Salesforce objects and records to automate tasks and enrich the user experience.
OmniScript supports responsive design principles, ensuring that your guided experiences are optimized for different devices and screen sizes. You can create layouts that adapt dynamically to desktops, tablets, and mobile devices, providing a consistent and intuitive user experience across all platforms.

Key components of OmniScript include:

Steps: Each guided process is composed of multiple steps, representing the different stages or phases of the workflow. You can define the sequence and behavior of these steps, including conditional branching and navigation logic.
Fields: OmniScript provides a variety of field types for capturing user input, such as text fields, picklists, checkboxes, and date pickers. You can configure validation rules and formatting options for each field to ensure data integrity.
Conditions and Expressions: Conditions and expressions allow you to control the behavior of your guided experiences based on specific criteria. You can define conditions to show or hide elements, branch the flow, or trigger actions dynamically.
Actions: Actions enable you to perform various tasks within your guided experiences, such as creating records, updating fields, or invoking Apex code. You can trigger actions based on user interactions, process events, or predefined conditions.

Salesforce OmniScript empowers organizations to design intuitive, guided experiences, streamline processes, and enhance productivity across the Salesforce platform.