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Omnistudio
Get Started with Omnistudio
Learn about Omnistudio
- Understand Omniscripts
- Understand Flexcards
- When to Use Flexcards and Omniscripts
- When to Use Omnistudio Data Mappers and Integration Procedures
- Integration Procedure Features Not in Omniscripts
- Use the Applications Together
Plan and Prepare for Your Omnistudio Implementation
- Omnistudio Naming Conventions
- Omnistudio sObject Descriptions
- Newport Design System
  - Use the Newport Design System
- Callable Implementations
- Add Apex Class Permissions Checkers
- View the Namespace and Version of Managed Packages
- Standard Omnistudio Content and Runtime
  - View, Modify, and Enable Fast Activation on Omnistudio Content
- Omnistudio Permission Sets
Deployment of Omnistudio Components Between Orgs
- Tool Considerations for Deploying Omnistudio Components
Omnistudio Standard Designer
- Feature Support Changes with Standard Designers
- Enable the Omnistudio Standard Designer
  - Retain the Designer Setting on Org Upgrade
- Best Practices for Using the Omnistudio Standard Designer
- Hide the Omnistudio App While Using the Standard Designer
- Access Omnistudio Designer Components from the List View
- Omnistudio Frequently Asked Questions (FAQs)
- Common Errors and Resolutions in Omnistudio
Omnistudio Limits and Considerations
- Recommended Limits
Security Checks for Omnistudio
Omniscripts
- Working with Omniscripts
  - Export and Import Omniscripts
- Create an Omniscript
  - Considerations for Single-Language Omniscripts
  - Upgrade an Omniscript's Property Set
- Create Multi-Language Omniscripts
- Build an Omniscript with Elements
- Configure Omniscript Settings
- Integrate DocuSign with Omniscripts
- Customize Omniscript Behaviors, Style, and Elements
- Preview and Test an Omniscript
- Activate and Launch Omniscripts
- Omniscript Element Reference
Omnistudio Flexcards
- Working with Flexcards
- Open a Flexcard in a Canvas Instead of the Record Page Detail
- Create a Flexcard
  - Clone a Flexcard or Create a New Version
- Configure Flexcard Settings
- Add Elements to a Flexcard
  - Flexcards Display Elements
  - Flexcards Input Elements
- Set Up Actions on a Flexcard
- Display Data on Flexcards Based on Conditions
- Style a Flexcard
- Preview and Debug a Flexcard
- Activate and Publish a Flexcard
- Export and Import Flexcards
- Flexcards Context Variables
- Flexcards Omni Interaction Access Configuration
Omnistudio Data Mappers
- Working with Omnistudio Data Mappers
  - Export or Import an Omnistudio Data Mapper
- Build an Omnistudio Data Mapper
- Invoke Omnistudio Data Mappers
- Security for Omnistudio Data Mappers and Integration Procedures
- Preview and Test Data Mappers
- Examples of Omnistudio Data Mappers
Omnistudio Integration Procedures
- Work with Integration Procedures
  - Export or Import an Omnistudio Integration Procedure
- Build an Integration Procedure
- Integration Procedures on Agentforce
  - Integrate Integration Procedures with Agentforce
- Invoke an Integration Procedure
- Long-Running Integration Procedures
  - Settings for Long-Running Integration Procedures
    - Invoke a Chainable Integration Procedure with REST Calls
  - Continuation in Long-Running Calls
    - Make a Long-Running Remote Call Using VlocityContinuationIntegration
    - Make a Long-Running Remote Call Using Omnistudio.OmniContinuation
- Security for Omnistudio Data Mappers and Integration Procedures
- Test Procedures: Integration Procedures for Unit Testing
  - Workflow for Test Procedure Example
    - Mock a Response in the Tested Integration Procedure
    - Create an Example Test Procedure
- Integration Procedure Actions
- Integration Procedure Blocks
Omnistudio Design Assistant
- Monitor and Manage Your Flexcards and Omniscripts
Use Custom Numbering with Omni Global Auto Number
- Set Up Omni Global Auto Numbers
Automated Testing with UTAM for Omnistudio
- UTAM Testing Workflow
- How to Write End-to-End Tests with UTAM for Flexcards
  - Sample Flexcard Test (Java)
- How to Write End-to-End Tests with UTAM for Omniscripts
  - Sample Omniscript Test (Java)
Agentforce for Omnistudio (Pilot)
- Subagents for Omnistudio (Pilot)
Use the Omnistudio MCP (Beta)
Omnistudio Formulas and Functions
- Supported Data Mapper and Integration Procedure Data Types
- Supported Data Mapper and Integration Procedure Operators
- Supported Data Mapper and Integration Procedure Functions
- Sample Apex Code for Custom Functions
Using OmniAnalytics to Track User Engagement in Omniscripts and...
- Enable OmniAnalytics and Store Tracking Data
- Configure Internal OmniAnalytics
- Configure OmniAnalytics with Google Analytics
- Create Google Analytics Trusted URLs
- Adding Ecommerce Data to the Example Omniscript for OmniAnalytics
  - Add Google Tag Manager Data to the Example Omniscript Setup
  - Add Google Tag Manager Data to the Example Omniscript Steps
- Setting Up Third-Party Tracking and Event Types
Omnistudio Lightning Web Components
- Set Up Lightning Web Components
- Extend Omnistudio Lightning Web Components
- Deploy Lightning Web Components
- Base Omnistudio LWC ReadMe Reference
Omnistudio on Experience Cloud
Omnistudio Usage

Create a Profile for an Omnistudio Agent User

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Create a Profile for an Omnistudio Agent User

Create a profile for agent users who need access to Agentforce features for Omnistudio.

From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
Next to the Einstein Agent User profile name, click Clone.
Enter a profile name, such as Omnistudio Agent User Profile and save your changes.
Click Edit.
Scroll down to the Standard Object Permissions section and make sure that you provide Read, Create, Edit, Delete, and View All Fields permissions for the Account object.