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Install Omnistudio for Financial Services Cloud
Download and install the Omnistudio managed package into your Financial Services Cloud org.
Installation Prerequisites
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Make sure that your org doesn't already have Omnistudio installed.
From Setup, search for and then select Installed Packages. If you have Omnistudio, don't install it again.
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Make sure that you're assigned the required Omnistudio permissions.
You need the Omnistudio Admin, Omnistudio Runtime for Communities, and Omnistudio User permission set licenses.
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Complete the required steps to prepare your org for Omnistudio.
For detailed steps, see Prepare to Install the Omnistudio Package.
Install Omnistudio
- Log out of all Salesforce orgs.
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Install the Omnistudio package.
Every Omnistudio release has a unique download link. For detailed steps, see Install or Upgrade the Omnistudio Package.
- Complete the Omnistudio post-installation tasks
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If needed, deploy Omnistudio components from one org to another.
For more information, see Deploy Omnistudio Components Between Orgs.
After installation is complete, set up Flexcards and configure designer, non-designer, and Experience site users of Omnistudio. Experience site users are also called Digital Experience users or Community users.
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