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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

Set Up Permissions for an Omnistudio Experience Cloud Site User

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Set Up Permissions for an Omnistudio Experience Cloud Site User

Provide users with access to public-facing Omnistudio components while retaining object- and field-level security.

Use permission sets and sharing rules to grant Omnistudio Experience Cloud users access to necessary Omnistudio components for testing or other public-facing use cases.

Create a Permission Set for an Omnistudio Experience Cloud User
Provision access for Experience Cloud users who need to interact with public-facing Omnistudio components.
Create a Profile for an Omnistudio Experience Cloud User
Create a profile for Experience Cloud users who need access to Omnistudio components.

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