Salesforce OmniStudio 2023: Top Use Cases
What is OmniStudio?
OmniStudio is a powerful suite of developer tools, which empower you to build custom apps for Salesforce. Developers can also create bespoke integrations and user interfaces for Salesforce to suit their business needs. OmniStudio is made up of several components, which include custom APIs, Visualforce components, and a Lightning App builder, all of which provide the ability to create apps tailored to the requirements of your organization.
The purpose of OmniStudio is to enhance the developer experience and make it possible for non-experts to build any Salesforce app they want. This is why OmniStudio comes with drag-and-drop building tools, easy-to-use templates, and several pre-created components, and is designed to be low-code.
Using OmniStudio, you have the power to set up unique workflows based on the needs of you and your stakeholders. You can also monitor the performance of your app, along with other key metrics using advanced dashboards and reporting, which rely on real-time Salesforce data.
Can OmniStudio Integrate with Third Parties?
The short answer is yes. OmniStudio can integrate with a number of third parties to complement your existing business systems. Ultimately, the goal of OmniStudio is to create apps that streamline any business process, improve your existing solutions, and nuke tedious manual work. The result is greater efficiency, more accurate insights, more focused products, improved sales, and heightened customer satisfaction.
Which Industries Benefit from OmniStudio?
Practically every industry on the planet can benefit from OmniStudio, and it was a wide array of use case applications across an astonishing range of vertical markets. Any enterprise that can benefit from automation, accurate data, customized reporting, and seamless workflows stands to gain by making use of OmniStudio, and here at Titan, we have written a series of articles focusing on the top use cases for OmniStudio as well as analyses of some of its differentiating features. The truth is that any industry, from e-commerce to construction, technology to human resources, can benefit from this game-changing offering from Salesforce. This article touches on some of the top use cases for Salesforce OmniStudio, and how these tools enhance specific business processes.
OmniStudio Mobile Apps
One use case for OmniStudio is that it can be used to build custom mobile apps. In our article on the subject, we decided to focus on how OmniStudio can be used to make tailored mobile apps for field services. While field service workers and workflows have greatly benefited from mobile technology, for example, through being able to communicate remotely via text while on site, an app like OmniStudio takes this to the next level.
Using OmniStudio, field service workers can view orders, log issues remotely, track shipments, and communicate with clients live from their work site. OmniStudio’s advanced tracking and analytics make reports and data easily visible to field service workers via mobile too. While OmniStudio itself is not a mobile app, it integrates seamlessly with a number of key players, such as Salesforce Field Service, FieldAware, and Praxedo. Of all the third parties it integrates with, we pick Titan Web as the top choice. You can read more via our article.
Custom Workflows and Automation with OmniStudio
One of OmniStudio’s key features is the ability to create custom workflows and automation for your business use cases. In our article on the topic, we choose to focus on Leads and Sales as two interrelated business processes that can benefit from OmniStudio.
With OmniStudio, leads can be converted into quality business seamlessly through using workflows and automation to streamline lead qualification and routing, lead nurturing, follow-up emails, and the ability to target leads based on any criteria you choose, whether it be industry vertical or company size. Salesforce OmniStudio makes lead management simple and fast right from the moment you capture leads, to tracking, and finally hitting the jackpot with the business deals you want.
Leads and sales are closely connected, and OmniStudio benefits both processes. Using OmniStudio, Sales reps can be assigned the leads and customers best suited to them, access personal data of prospects on the go, have accounts automated, and much more. Using OmniStudio’s tools, companies can map historical data, closely follow the latest trends, and forecast revenue. Every aspect of the sales process can be carefully planned with workflows best suited to you and your business. The result? A deep control over the insight into the sales lifecycle.
Check out our article here.
OmniStudio for Customized Reporting and Dashboards
Tailored reporting and dashboards are one of OmniStudio 2023’s greatest strengths, and they empower you to ensure accountability and transparency across all your teams. Ensure employees know which tasks they are assigned to, track their progress, and report on organizational data in intuitive and easy-to-understand ways.
With OmniStudio, all data will be 100% reliable, pulling on real-time information from Salesforce. The result is that all employees and stakeholders have clearly defined roles and deliverables, and all involved in your projects are motivated to achieve their projects. OmniStudio’s Report Type Selector ensures that your company can create razor-sharp reports based on records and Salesforce custom and standard objects.
All in all, OmniStudio helps eliminate manual work and provides accurate insights to make your business processes faster, more efficient, and completely seamless.
Read more via our article on Customized Reporting and Dashboards.
Create Custom Lightning Components with OmniStudio
OmniStudio is designed to be one of the most user-friendly developer experiences, enabling those with even limited coding knowledge to create the customized apps and digital experiences they want for Salesforce.
One of OmniStudio’s most exciting capabilities for developers is its ability to enable you to build your own custom Lightning components for Salesforce. Lightning components can fast-track development, enhance user experience, as well as ramp up performance. With all of their benefits, it’s not always easy to create custom Lightning Components, so OmniStudio has attempted to make it more intuitive and simpler to do so.
One helpful feature is that OmniStudio allows developers to create custom Lightning Components without code, using only drag-and-drop tools. It also offers a number of collaboration methods, such as providing the option for developers to share tips and tricks with one another while also opening up communication with a broader Salesforce network.
The Lightning Components you create with OmniStudio can be re-used across any app and for multiple purposes to suit your business needs. Examples of the components you can create include mobile, data visualization, custom UI, and automation components.
Read more on our article on creating custom Lightning Components with OmniStudio.
OmniStudio to Create Tailored Landing Pages and Forms
Another way in which OmniStudio can contribute to your business growth and performance is by enabling you to build custom landing pages and forms. With OmniStudio, you can quickly and seamlessly create landing pages and forms that speak clearly to your target audience, persuade them of your message, and convince them to sign up for the products or services you are advertising.
With OmniStudio, you can include forms on your landing page to gather visitor data, personal information, preferences, geographical location, and purchasing intentions so that you have a clear idea of prospect, lead, and customer demands. In our article on this topic, we focus on using customized landing pages and forms for events, product demos, and surveys.
Read more via our article on creating customized landing pages and forms with OmniStudio.
Customized User Interfaces with Salesforce
OmniStudio makes it possible for even less experienced developers to create bespoke user interfaces for their next Salesforce app. OmniStudio eases developer pressure by providing a range of customizable templates for your web apps, which you can fine-tune with user-friendly drag-and-drop tools.
OmniStudio comes with a number of useful UI components, such as buttons, forms, text boxes, and tables, which can all be uniquely designed to suit your specific business needs. Data modeling tools give you the freedom to better structure your Salesforce app, while visual mapping capabilities empower developers to link your User Interface to a data model. From here, you can present data from your web project in an understandable and fully customized way.
OmniStudio’s range of testing capabilities means you can trial your UI and web app across several platforms and devices before releasing it to your customers and prospects.
Want to learn more? Check out our article on creating custom UIs with Salesforce OmniStudio.
Integrating OmniStudio with External Systems and Applications
Along with its other capabilities, OmniStudio can be integrated with external systems and applications to best cater to your company’s needs and your existing in-house solutions. In our article on this subject, we take a look at how OmniStudio can be integrated with your social media channels, as well as your marketing strategies.
OmniStudio can integrate with, and enhance your social media channels by implementing advanced analytics and tracking tools to follow ROI, all the hottest trends, customer interest in your product, and much more. Of course, social media has its own analytics, but OmniStudio, with its real-time Salesforce data, is far more powerful. It is able to generate fresh and accurate insights as well as help you listen in on all the conversations and complaints about your product going on within social media channels. You also have the ability to schedule posts using Salesforce’s suite of scheduling tools as well as automatically engage with and reply to users who comment on your posts.
With OmniStudio, your marketing strategy can be refined and improved by empowering you to reach a mass audience in personalized ways. You can achieve this by creating tailored workflows with conditional logic, ensuring that each prospect and customer follows unique journeys when exploring your product. Get holistic data on your customer’s preferences, geographical location, demographics, intent to buy, and much more using OmniStudio’s automated flows. The result is greater insight into your customers for marketing processes that up your game.
Check out our article discussing OmniStudio’s ability to integrate with External Systems and Applications.
Developing Custom Email Templates and Campaigns with OmniStudio
Save time, money, and manual effort with OmniStudio’s custom email templates and campaigns, which are easy to create using intuitive drag-and-drop toolkits. Create email templates as part of automated workflows, which communicate effectively with your target audience.
Custom email templates can form an integral part of successful campaigns by staying in touch with prospects and customers and keeping them up to speed on useful campaign developments and innovations in your product. Style the look and feel of your email templates to match the look and feel of your campaign and brand. All templates can be sent out immediately and also re-used, which is easier on your budget.
Skip external contractors with email templates that are responsive across any device and can be created, sent out, and tracked across the duration of your campaign.
If you want to read more about OmniStudio and creating custom email templates and campaigns, read our article.
OmniStudio’s Case Management
Case management is essential to a wide range of businesses and is used in areas from healthcare to IT, legal services, to customer support. In order to implement effective case management, it is crucial to have the ability to gain deep insight into stakeholder demands and systems which can effectively address any issues.
OmniStudio is a robust case management tool because it enables businesses to create custom case management processes to respond to anticipated demands and situations. So, for instance, you can condition workflows to automatically pull out legal files, send new patient prescriptions in a set time frame, escalate customer support queries, and lots more. The manual side of case management can be fully automated with Salesforce, enabling human intelligence to focus on the more complex and thought-provoking processes. You also have full access to reports and analytics to more fully understand the strengths and weaknesses of your case management. This puts businesses in strong positions to improve case management and implement market-leading strategies in their fields.
Read more via our article on case management and OmniStudio to see how this Salesforce tool helps streamline case management flows in your industry.
Titan Web: The Leading Alternative to OmniStudio
This article, of course, only mentions a few interesting OmniStudio use cases. To read more on this interesting topic, you can browse the Titan blog, where we feature many, many more practical applications for this innovative product, such as its ability to create custom training courses and certifications, chatbots and voice assistants, virtual reality applications, and much more.
OmniStudio has a lot going for it, and while we are fans of this product, it isn’t without its pitfalls. In particular, go-to-market time can sometimes be slow, and while this is a low-code tool, there are custom apps that might require more extensive development and coding expertise. Similarly, OmniStudio is not the most flexible product on the market, and it does come with a relatively expensive price tag.
If you want to build Salesforce apps with all the features of OmniStudio and more, you can try out our Titan Web application. Our no-code drag-and-drop interface enables you to build Salesforce applications quickly, while we are the most flexible app builder for Salesforce on the market, empowering you to implement any logic or design you choose. Our unique bi-directional Salesforce integration is multi-patented, and our native web app is an affordable tool to take your business processes to the next level.
Connect vendors, partners, agents, customers, and employees seamlessly with Titan. So why not schedule a demo today to experience speedy build times, complete scalability, automation, custom workflows, and advanced analytics? Ramp up your time to value and go to market!
You won’t look back!
If you liked learning about Omnistudio’s declarative tool, why not read about No-Code Web Apps?
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.