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Best Practices for Using the Omnistudio Standard Designer
To troubleshoot an issue or to test new workflows, we recommend that you use a cloned Salesforce org. To directly use the standard designer in your sandbox and production environments, create a new version of your Omnistudio components and validate them in the standard designer. When you use the standard designer in your test orgs for the first time, open all Omnistudio components from the list view page.
Create a Test Org by Cloning Your Org
If you have a frequently used Salesforce org, test the standard designer in a different environment by cloning your existing org. This ensures that the test environment has the same setup and data as the original org.
- If the standard designer is enabled by default in your existing org, enable the managed package designer by turning on the Managed Package Designer setting in Omnistudio Settings.
- Clone your existing org.
- To enable the standard designer in the cloned org, turn off the Managed Package Designer setting.
- Validate your workflows in the test org.
- If the validation is successful, enable the standard designer in your existing org.
Create New Component Versions
If you’ve activated versions of Omnistudio components, we recommend that you create a new version of the component before opening it in the standard designer. After you open a component in the standard designer, you can't edit it in the managed package designer. Create versions of Omnistudio components to track changes and maintain consistency when you switch between designers.
- If the standard designer is enabled by default in your existing org, enable the managed package designer by turning on the Managed Package Designer setting.
- From the list view page of the managed package designer, open the activated version of the component and create a new version.
- Switch to the standard designer by turning off the Managed Package Designer setting.
- From the list view page of the standard designer, open the new version of the component in the standard designer.
- Validate the component in the standard designer.
- Activate the component to use it in the Lightning and Experience sites.
