Summary

This proposal outlines a project to develop and implement OmniStudio components, including FlexCards, OmniScripts, DataRaptors, and Integration Procedures, to enhance the functionality of a Financial Services Cloud platform. The goal is to create custom solutions that meet specific business requirements, improve operational efficiency, and enhance customer experience.

Objectives

• Design and develop OmniStudio components to meet business needs.
• Collaborate with stakeholders to gather and analyze requirements.
• Adhere to best practices for coding standards, security, and performance.
• Customize and extend Financial Services Cloud to meet specific requirements.
• Provide technical leadership and mentorship to team members.
• Conduct code reviews and ensure adherence to development standards.
• Troubleshoot and resolve complex technical issues.
• Stay updated with the latest Salesforce and OmniStudio features.
• Participate in the full software development lifecycle.
• Develop and maintain comprehensive documentation.

Scope

• Development of FlexCards, OmniScripts, DataRaptors, and Integration Procedures.
• Customization of Financial Services Cloud components.
• Integration with existing systems and data sources.
• Testing and quality assurance.
• Deployment and support.
• Documentation and knowledge transfer.

Deliverables

• Customized OmniStudio components.
• Integrated Financial Services Cloud platform.
• Comprehensive documentation.
• Training materials for end-users and administrators.