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Set Up and Maintain Net Zero Cloud
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            Install and Configure Omnistudio

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            Install and Configure Omnistudio

            To help users create a guided interaction for the disclosure questionnaire, you must install and configure Omnistudio.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Permission Set Needed
            To install packages: Download AppExchange Packages
            To enable Omnistudio Runtime Settings and Omnistudio Metadata: Omnistudio Admin

            Confirm whether you have Omnistudio installed. From Setup, find and select Installed Packages.

            If you don’t have Omnistudio installed, see Prepare to Install the Omnistudio Package.

            For more information, see Omnistudio.

             
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