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Omnistudio for Financial Services Cloud
Use Omnistudio to create guided interactions and other rich user experiences without code. You can even create applications and workflows using data from Financial Services Cloud and from external sources.
Omnistudio is built on the Salesforce platform and provides a suite of services, components, and data model objects. Omnistudio includes components for different purposes:
- Omniscripts define and contain user-interaction components and give you the flexibility to create logic for guided flows.
- Flexcards display data and launch actions.
- Integration Procedures bundle server-side data integration operations for efficiency and reuse.
- Omnistudio Data Mappers transfer and transform data between Salesforce and the Omniscripts, Flexcards, and Integration Procedures components.
When we update Omnistudio, the upgrades are pushed automatically to you. Omnistudio is required for Business Rules Engine and Decision Explainer.
- Install Omnistudio for Financial Services Cloud
Download and install the Omnistudio managed package into your Financial Services Cloud org.
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