Maximizing the Potential of OmniStudio for Non Profits
Learn how the OmniStudio toolset can help you revamp your Nonprofit Organization.
Get Access to 4 detailed walkthroughs of OmniStudio use-cases for Nonprofits.
Content Overview
1
OmniStudio vs Flows
Salesforce excels in CRM by offering versatile tools like Flows and OmniStudio to enhance automation and streamline business processes. This overview highlights the key differences and advantages of OmniStudio over Flows for your organization.
2
Field-Based Flexcard Component Visibility
OmniStudio's utility lies in its ability to configure powerful data-driven UI elements without coding. Flexcards, a key feature of OmniStudio, display Salesforce object data and external data sources via API integrations.
3
Employee Feedback Survey Omniscript
Learn how to create an Employee Feedback Survey using Omniscript. Build the Omniscript with steps for Introduction, Survey Questions, and Thank You Message, mapping questions to Salesforce fields.
4
Event RSVP and API Integration with OmniStudio
This use case begins with users being asked to enter basic contact information to RSVP for a Gala event. The system will then check if they’re an active donor by retrieving the user’s transactions from Givebutter using the their API. Once they’ve finished registering an Event Attendee record is created associated with the contact.
OmniStudio vs Flows
Salesforce excels in CRM by offering versatile tools like Flows and OmniStudio to enhance automation and streamline business processes. This overview highlights the key differences and advantages of OmniStudio over Flows for your organization.
Field-Based Flexcard Component Visibility
OmniStudio's utility lies in its ability to configure powerful data-driven UI elements without coding. Flexcards, a key feature of OmniStudio, display Salesforce object data and external data sources via API integrations.
Employee Feedback Survey Omniscript
Learn how to create an Employee Feedback Survey using Omniscript. Build the Omniscript with steps for Introduction, Survey Questions, and Thank You Message, mapping questions to Salesforce fields.
Event RSVP and API Integration with OmniStudio
This use case begins with users being asked to enter basic contact information to RSVP for a Gala event. The system will then check if they’re an active donor by retrieving the user’s transactions from Givebutter using the their API. Once they’ve finished registering an Event Attendee record is created associated with the contact.
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