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Salesforce Certified Omnistudio Consultant Exam Guide

Contents

About the Salesforce Certified Omnistudio Consultant Exam
Audience Description: Salesforce Certified Omnistudio Consultant
Purpose of This Exam Guide
About the Exam
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct
Maintaining Your Salesforce Certification

 

About the Salesforce Certified Omnistudio Consultant Exam

The Salesforce Certified Omnitudio Consultant Exam is intended for individuals who have experience consulting on building cloud applications using Omnistudio tools in a customer-facing role. Candidates are able to explain the purpose of Omnistudio tools. They can also design solutions using Omnistudio tools that meet customer business requirements, are maintainable and scalable, and contribute to long-term customer success. 

 

Audience Description: Salesforce Certified Omnistudio Consultant

The Salesforce Certified Omnistudio Consultant candidate is interested in consulting on digital transformation projects that rely on Omnistudio tools and seeks to demonstrate their knowledge of how to apply Omnistudio tools to meet business requirements.


The Salesforce Certified Omnistudio Consultant candidate possesses facilitation and consultative skills at a technical level. The consultant candidate may work internally as an employee or as a consultant. The candidate has at least 1 year of Salesforce experience with 2 to 5 years of experience in one or more of the roles below.

  • Business Analyst or Business Consultant
  • Consultant/Senior Consultant
  • Solution Architect
  • Delivery Manager/Director
  • Project, Product, or Program Manager
  • UX Designer

Salesforce Certified Omnistudio Consultant candidates should be able to identify the business requirements and determine which of the Omnistudio tools should be used to implement them. 

The Salesforce Certified Omnistudio Consultant candidate has the experience, skills, and knowledge outlined below.

  • Be familiar with CRM business logic and processes
  • Be familiar with Salesforce Service, Sales, and Experience Clouds as well as Sales & Service lifecycles
  • Understand the benefits and limitations of all Omnistudio and Business Rules Engine tools: 
    • Flexcards
    • Omniscripts
    • Integration Procedures
    • Omnistudio Data Mappers
    • Expression Sets & Decision Matrices
  • Understand the benefits of using the available prebuilt applications
  • Have the ability to gather business requirements and apply the tools to meet the requirements and follow best practices
  • Can analyze which changes are required for UX/UI for Cards or OS
  • Develop the implementation plan for the solution that has been designed.
  • Understand basic implementations of Omniscript, Omnistudio Data Mappers, Flexcards, Integration Procedures, Expression Sets, and Decision Matrices.
  • Have the ability to download and adapt an Industry Process to an org/sandbox.
  • Customize and implement UX/UI to meet customer requirements.

 

A candidate for this exam is not expected to implement the solution designed or troubleshoot issues related to the solution itself. The candidate will not be required to write code, customize development, configure the application, or analyze performance. They will also not be expected to have programming or designer skills (JavaScript, HTML, CSS, APEX, etc.) or have experience with Salesforce Platform security configurations. 

 

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Omnistudio Consultant Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.

 

About the Exam

Here are details about the Salesforce Certified Omnistudio Consultant Exam.

  • Content: 60 multiple-choice/multiple-select questions and up to five unscored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 68%
  • Version: Exam questions align to the Winter '25 release
  • Registration fee: US$200, JPY¥30,000, plus applicable taxes as required per local law
  • Retake fee: US$100, JPY¥30,000, plus applicable taxes as required per local law
  • Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
  • References: No hard-copy or online materials may be referenced during the exam.
  • Prerequisite: None

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

 

Exam Outline

The Salesforce Certified Omnistudio Consultant Exam measures a candidate’s knowledge and skills related to the following objectives. 

Flexcards: 23%

  • Explain the capabilities, use cases, and purpose of using Flexcards.
  • Design Flexcards to ensure they meet customer requirements/needs. 
  • Collect and group the Customer 360 Information required to show to an end user (Console, Flexcards).

 

Omniscript: 27%
  • Explain the basic structure of an Omniscript.
  • Validate developed Omniscript processes to ensure client expectation alignment.
  • Identify business process step requirements and map them to Omniscript Components required to implement them. 

 

Data Tools: 23%
  • Explain the purpose and benefits of Integration Procedures and Omnistudio Data Mappers.
  • Design Integration Procedures and related Omnistudio Data Mappers.
  • Describe the benefits of using Decision Matrices and Expression Sets and provide real examples.

 

Best Fit Solutioning: 27%
  • Gather, analyze, and simplify business requirements in order to design solutions using Omnistudio tools following best practices.
  • Map process requirements to Omnistudio capabilities and explain the interaction between them.
  • Create fit/gap analyses between requirements and Omnistudio capabilities.

 

Recommended Training and Resources

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead Trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

The self-study materials recommended for this exam include:

To continue developing your Salesforce skill set, visit Trailhead Academy to enroll in expert-led courses. 

The courses recommended for this exam include:

To review online documentation, tip sheets, and user guides, search for the topics listed in the Exam Outline section of this guide on Salesforce Help and study the information related to those topics. 

 

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

 

Maintaining Your Salesforce Certification

One of the benefits of holding a Salesforce Certification is always being up to date on new product releases. You'll be required to complete the Salesforce Certified Omnistudio Consultant certification maintenance badge on Trailhead once a year.

Don’t let your hard-earned certification expire! If you don't complete all maintenance requirements by the due date, your certification will expire. 

Bookmark these useful resources for maintaining your certifications.

 
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