Orchid Connect

What to Look For: OmniStudio

Selecting an OmniStudio consultant involves assessing a candidate’s skills, experience, and expertise in implementing and customizing Salesforce’s OmniStudio. OmniStudio is a suite of tools within the Salesforce platform that allows users to build, design, and deploy engaging and personalized digital experiences. Here are key considerations to look for when hiring an OmniStudio consultant:

  1. Salesforce Certifications:

    • Ensure that the consultant holds relevant Salesforce certifications, particularly those related to the technologies within OmniStudio. Look for certifications such as Salesforce Platform Developer, Salesforce Administrator, and any specific certifications related to OmniStudio features.
  2. OmniStudio Expertise:

    • Verify the candidate’s hands-on experience with the platform. They should be proficient in utilizing Flow, Lightning App Builder, and Next Best Action to design and implement personalized user experiences.
  3. Implementation Experience:

    • Look for a consultant with a proven track record of successfully implementing OmniStudio solutions. Request case studies or examples of previous projects demonstrating their ability to design and deploy effective digital experiences.
  4. Customization and Configuration Skills:

    • OmniStudio consultants should have strong skills in customizing and configuring Salesforce components. This includes creating custom Lightning components, designing user interfaces, and integrating external systems if necessary.
  5. Integration Capabilities:

    • Assess the consultant’s experience integrating OmniStudio solutions with other Salesforce products or third-party systems. Integration expertise is crucial for creating seamless end-to-end experiences for users.
  6. Understanding of Customer Journey Mapping:

    • OmniStudio is often used to create personalized customer journeys. Look for a consultant with experience in customer journey mapping and who understands how to leverage OmniStudio tools to enhance each touchpoint in the customer journey.
  7. Problem-Solving Skills:

    • Evaluate the consultant’s problem-solving skills. They should be able to analyze business requirements, identify challenges, and propose effective solutions using OmniStudio components.
  8. Communication Skills:

    • Effective communication is essential for successful implementation projects. The consultant should be able to articulate complex technical concepts to non-technical stakeholders, gather requirements effectively, and collaborate with cross-functional teams.
  9. Adaptability and Continuous Learning:

    • Given that the Salesforce platform evolves, an OmniStudio consultant should be adaptable and committed to continuous learning. Look for evidence of their ability to stay updated on the latest Salesforce features and best practices.
  10. Client References:

    • Request references from previous clients or employers to get insights into the consultant’s performance, communication style, and ability to deliver successful projects on time and within budget.
  11. Understanding of User Experience (UX):

    • An effective OmniStudio consultant should have an understanding of UX principles to create visually appealing and user-friendly digital experiences. This includes knowledge of user interface design and accessibility standards.
  12. Project Management Skills:

    • Depending on the scope of the project, the consultant may be involved in project management tasks. Assess their project management skills, including the ability to scope projects, manage timelines, and communicate project status effectively.

By carefully assessing these criteria, you can identify an OmniStudio consultant who not only possesses the technical skills required but also aligns with the specific needs and goals of your organization.

Orchid Connect is a woman-owned Salesforce implementation firm with 30 years of experience serving associations, non-profits and small/medium businesses. We specialize in strategic and implementation services, go-to-market and ongoing support. To learn more, reach us at reachout@orchidconnect.com