Is Salesforce’s Omni Studio DocGen for Revenue Cloud a riddle you’re trying to solve? Are there difficulties you face in navigating its advanced features? In a recent webinar, experts Miles Sims (AVP High Tech and Manufacturing) and Ashwini Gokhale (CPQ and billing consultant at Demand Blue) explore Omni Studio DocGen, and offer insights to overcome hurdles and tap into untapped potential for revenue growth. Elevate your team’s productivity with a deeper understanding of Salesforce and maximize the benefits of Omni Studio DocGen—this webinar is your essential resource.
Omni Studio: A Game-Changer in Document Generation
The heart of the discussion revolved around Omni Studio, a feature embedded in the CPQ Plus platform. It is a part of Velocity products and a game-changer in document generation within Salesforce. It is known not only for its capabilities but also for its low-code nature. It provides technical tools for advanced users and significantly expands document generation capabilities without extensive coding. This unique blend of power and accessibility makes Omni Studio a versatile solution within the Salesforce ecosystem.
Key Components of Omni Studio
1. OmniScripts: User experience tools akin to screen flows.
2. DataRaptors: Provides ETL-like data extraction, loading, and updating functionality.
3. FlexCards: Offers flexible Lightning web components for engagingly displaying information.
4. Integration procedures: Enables server-side tools to make API calls and access third-party data.
Omni Studio vs. CPQ Template Engine
Unveiling Distinctions
During the webinar, the speakers explained the differences between Omni Studio and CPQ’s template engine, and highlighted the fundamental factors that impact document generation experience. The table below provides a comprehensive understanding of optimizing document generation workflows.
While CPQ’s template engine excels in certain aspects, Omni Studio’s strengths lie in its compatibility with Salesforce billing and broader adaptability. Integrating these techniques into the document generation strategy ensures a well-informed approach, aligning the tools with specific business requirements.
Unlocking the power of Document Generation: a step-by-step guide/Live Demonstration: Document Generation in Action
Create dynamic documents with Omni Studio using these easy-to-follow six steps.
Step 1. Word crafting: develop your document
● Objective: Create a Word document with essential merge fields.
● Action: Identify and integrate crucial fields such as account name, quote number, billing address, and product list. Use repetition blocks for dynamic content.
Step 2. Template wizardry: Omni Studio template design
● Objective: Import your Word document into Omni Studio Template Designer.
● Action: Navigate to Omni Studio Template Designer, initiate a new template, and upload the Word document. Configure the data extraction Raptor and map data Raptor for seamless integration.
Step 3. Data harvesting: extracting wisdom from Salesforce objects
● Objective: Extract data from diverse Salesforce objects.
● Action: Develop an extract data Raptor to fetch necessary details from Salesforce objects. Configure the extraction process to output fields required for subsequent mapping.
Step 4. Mapping magic: transforming data with precision
● Objective: Map fields from the extracted data Raptor to the output merge fields.
● Action: Create a “Transform Data Raptor” to precisely map fields from the “Extract Data Raptor” to the output merge fields. Ensure a smooth transition of data for accurate document generation.
Step 5. User empowerment: crafting an OmniScript
● Objective: Develop an OmniScript for user-friendly interaction.
● Action: Create an OmniScript with steps to select a template type, choose a template, set generation options, and execute the document generation process. Improve the user experience in the document creation journey.
Step 6. Button magic: streamlining with ‘Generate Quote PDF’
● Objective: Implement a streamlined approach for document generation.
● Action: Create a new ‘Generate Quote PDF’ button on the page layout. Attach the OmniScript to this button for systematic execution. Showcase the power of Omni Studio in simplifying the document generation process.
Transform document generation into a breeze.
Imagine a single click activating the potential of your customized PDFs. With Action Launcher, the dream becomes reality. Whether you prefer the OmniScript with default settings or a more personalized touch, it is all within reach. Set generation preferences, choose templates easily, and tie them together with an Action Launcher deployment. Integrate it smoothly into the CPQ Quote page layout to simplify the PDF creation process with a single click.
Conclusion
Traditional methods of document creation are becoming obsolete. Fortunately, Omni Studio offers a new way of working with documents that allows smooth conversion without the hassle of multiple applications. It is not just about creating PDFs from Word documents; it is about redefining how we interact with them and making the process user-friendly.
To transform document management by automating the creation process and providing real-time revenue data insights, DemandBlue offers Omni Studio Document Generation for Revenue Cloud. This not only improves business operations but also fosters digital transformation.
Watch the webinar on YouTube to better understand how Omni Studio Document Generation for Revenue Cloud can revolutionize your business operations.
